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Service Mesh

OpenShift Container Platform 4.9

Service Mesh installation, usage, and release notes

Red Hat OpenShift Documentation Team

Abstract

This document provides information on how to use Service Mesh in OpenShift Container Platform.

Chapter 1. Service Mesh 2.x

1.1. About OpenShift Service Mesh

1.1.1. Introduction to Red Hat OpenShift Service Mesh

Red Hat OpenShift Service Mesh addresses a variety of problems in a microservice architecture by creating a centralized point of control in an application. It adds a transparent layer on existing distributed applications without requiring any changes to the application code.

Microservice architectures split the work of enterprise applications into modular services, which can make scaling and maintenance easier. However, as an enterprise application built on a microservice architecture grows in size and complexity, it becomes difficult to understand and manage. Service Mesh can address those architecture problems by capturing or intercepting traffic between services and can modify, redirect, or create new requests to other services.

Service Mesh, which is based on the open source Istio project, provides an easy way to create a network of deployed services that provides discovery, load balancing, service-to-service authentication, failure recovery, metrics, and monitoring. A service mesh also provides more complex operational functionality, including A/B testing, canary releases, access control, and end-to-end authentication.

1.2. Service Mesh Release Notes

1.2.1. Making open source more inclusive

Red Hat is committed to replacing problematic language in our code, documentation, and web properties. We are beginning with these four terms: master, slave, blacklist, and whitelist. Because of the enormity of this endeavor, these changes will be implemented gradually over several upcoming releases. For more details, see our CTO Chris Wright’s message.

1.2.2. Core features

Red Hat OpenShift Service Mesh provides a number of key capabilities uniformly across a network of services:

  • Traffic Management - Control the flow of traffic and API calls between services, make calls more reliable, and make the network more robust in the face of adverse conditions.
  • Service Identity and Security - Provide services in the mesh with a verifiable identity and provide the ability to protect service traffic as it flows over networks of varying degrees of trustworthiness.
  • Policy Enforcement - Apply organizational policy to the interaction between services, ensure access policies are enforced and resources are fairly distributed among consumers. Policy changes are made by configuring the mesh, not by changing application code.
  • Telemetry - Gain understanding of the dependencies between services and the nature and flow of traffic between them, providing the ability to quickly identify issues.

1.2.2.1. New features Red Hat OpenShift Service Mesh 2.1.3

This release of Red Hat OpenShift Service Mesh addresses Common Vulnerabilities and Exposures (CVEs) and bug fixes.

1.2.2.1.1. Component versions included in Red Hat OpenShift Service Mesh version 2.1.3
ComponentVersion

Istio

1.9.9

Envoy Proxy

1.17.1

Jaeger

1.30.2

Kiali

1.36.10-2

1.2.2.2. New features Red Hat OpenShift Service Mesh 2.1.2.1

This release of Red Hat OpenShift Service Mesh addresses Common Vulnerabilities and Exposures (CVEs) and bug fixes.

1.2.2.2.1. Component versions included in Red Hat OpenShift Service Mesh version 2.1.2.1
ComponentVersion

Istio

1.9.9

Envoy Proxy

1.17.1

Jaeger

1.30.2

Kiali

1.36.9

1.2.2.3. New features Red Hat OpenShift Service Mesh 2.1.2

This release of Red Hat OpenShift Service Mesh addresses Common Vulnerabilities and Exposures (CVEs) and bug fixes.

With this release, the Red Hat OpenShift distributed tracing platform Operator is now installed to the openshift-distributed-tracing namespace by default. Previously the default installation had been in the openshift-operator namespace.

1.2.2.3.1. Component versions included in Red Hat OpenShift Service Mesh version 2.1.2
ComponentVersion

Istio

1.9.9

Envoy Proxy

1.17.1

Jaeger

1.30.1

Kiali

1.36.8

1.2.2.4. New features Red Hat OpenShift Service Mesh 2.1.1

This release of Red Hat OpenShift Service Mesh addresses Common Vulnerabilities and Exposures (CVEs) and bug fixes.

This release also adds the ability to disable the automatic creation of network policies.

1.2.2.4.1. Component versions included in Red Hat OpenShift Service Mesh version 2.1.1
ComponentVersion

Istio

1.9.9

Envoy Proxy

1.17.1

Jaeger

1.24.1

Kiali

1.36.7

1.2.2.4.2. Disabling network policies

Red Hat OpenShift Service Mesh automatically creates and manages a number of NetworkPolicies resources in the control plane and application namespaces. This is to ensure that applications and the control plane can communicate with each other.

If you want to disable the automatic creation and management of NetworkPolicies resources, for example to enforce company security policies, you can do so. You can edit the ServiceMeshControlPlane to set the spec.security.manageNetworkPolicy setting to false

Note

When you disable spec.security.manageNetworkPolicy Red Hat OpenShift Service Mesh will not create any NetworkPolicy objects. The system administrator is responsible for managing the network and fixing any issues this might cause.

Procedure

  1. In the OpenShift Container Platform web console, click OperatorsInstalled Operators.
  2. Select the project where you installed the control plane, for example istio-system, from the Project menu.
  3. Click the Red Hat OpenShift Service Mesh Operator. In the Istio Service Mesh Control Plane column, click the name of your ServiceMeshControlPlane, for example basic-install.
  4. On the Create ServiceMeshControlPlane Details page, click YAML to modify your configuration.
  5. Set the ServiceMeshControlPlane field spec.security.manageNetworkPolicy to false, as shown in this example.

    apiVersion: maistra.io/v2
    kind: ServiceMeshControlPlane
    spec:
      security:
          trust:
          manageNetworkPolicy: false
  6. Click Save.

1.2.2.5. New features and enhancements Red Hat OpenShift Service Mesh 2.1

This release of Red Hat OpenShift Service Mesh adds support for Istio 1.9.8, Envoy Proxy 1.17.1, Jaeger 1.24.1, and Kiali 1.36.5 on OpenShift Container Platform 4.6 EUS, 4.7, 4.8, 4.9, along with new features and enhancements.

1.2.2.5.1. Component versions included in Red Hat OpenShift Service Mesh version 2.1
ComponentVersion

Istio

1.9.6

Envoy Proxy

1.17.1

Jaeger

1.24.1

Kiali

1.36.5

1.2.2.5.2. Service Mesh Federation

New Custom Resource Definitions (CRDs) have been added to support federating service meshes. Service meshes may be federated both within the same cluster or across different OpenShift clusters. These new resources include:

  • ServiceMeshPeer - Defines a federation with a separate service mesh, including gateway configuration, root trust certificate configuration, and status fields. In a pair of federated meshes, each mesh will define its own separate ServiceMeshPeer resource.
  • ExportedServiceMeshSet - Defines which services for a given ServiceMeshPeer are available for the peer mesh to import.
  • ImportedServiceSet - Defines which services for a given ServiceMeshPeer are imported from the peer mesh. These services must also be made available by the peer’s ExportedServiceMeshSet resource.

Service Mesh Federation is not supported between clusters on Red Hat OpenShift Service on AWS (ROSA), Azure Red Hat OpenShift (ARO), or OpenShift Dedicated (OSD).

1.2.2.5.3. OVN-Kubernetes Container Network Interface (CNI) generally available

The OVN-Kubernetes Container Network Interface (CNI) was previously introduced as a Technology Preview feature in Red Hat OpenShift Service Mesh 2.0.1 and is now generally available in Red Hat OpenShift Service Mesh 2.1 and 2.0.x for use on OpenShift Container Platform 4.7.32, OpenShift Container Platform 4.8.12, and OpenShift Container Platform 4.9.

1.2.2.5.4. Service Mesh WebAssembly (WASM) Extensions

The ServiceMeshExtensions Custom Resource Definition (CRD), first introduced in 2.0 as Technology Preview, is now generally available. You can use CRD to build your own plugins, but Red Hat does not provide support for the plugins you create.

Mixer has been completely removed in Service Mesh 2.1. Upgrading from a Service Mesh 2.0.x release to 2.1 will be blocked if Mixer is enabled. Mixer plugins will need to be ported to WebAssembly Extensions.

1.2.2.5.5. 3scale WebAssembly Adapter (WASM)

With Mixer now officially removed, OpenShift Service Mesh 2.1 does not support the 3scale mixer adapter. Before upgrading to Service Mesh 2.1, remove the Mixer-based 3scale adapter and any additional Mixer plugins. Then, manually install and configure the new 3scale WebAssembly adapter with Service Mesh 2.1+ using a ServiceMeshExtension resource.

3scale 2.11 introduces an updated Service Mesh integration based on WebAssembly.

1.2.2.5.6. Istio 1.9 Support

Service Mesh 2.1 is based on Istio 1.9, which brings in a large number of new features and product enhancements. While the majority of Istio 1.9 features are supported, the following exceptions should be noted:

  • Virtual Machine integration is not yet supported
  • Kubernetes Gateway API is not yet supported
  • Remote fetch and load of WebAssembly HTTP filters are not yet supported
  • Custom CA Integration using the Kubernetes CSR API is not yet supported
  • Request Classification for monitoring traffic is a tech preview feature
  • Integration with external authorization systems via Authorization policy’s CUSTOM action is a tech preview feature
1.2.2.5.7. Improved Service Mesh operator performance

The amount of time Red Hat OpenShift Service Mesh uses to prune old resources at the end of every ServiceMeshControlPlane reconciliation has been reduced. This results in faster ServiceMeshControlPlane deployments, and allows changes applied to existing SMCPs to take effect more quickly.

1.2.2.5.8. Kiali updates

Kiali 1.36 includes the following features and enhancements:

  • Service Mesh troubleshooting functionality

    • Control plane and gateway monitoring
    • Proxy sync statuses
    • Envoy configuration views
    • Unified view showing Envoy proxy and application logs interleaved
  • Namespace and cluster boxing to support federated service mesh views
  • New validations, wizards, and distributed tracing enhancements

1.2.2.6. New features Red Hat OpenShift Service Mesh 2.0.10

This release of Red Hat OpenShift Service Mesh addresses Common Vulnerabilities and Exposures (CVEs) and bug fixes.

1.2.2.6.1. Component versions included in Red Hat OpenShift Service Mesh version 2.0.10
ComponentVersion

Istio

1.6.14

Envoy Proxy

1.14.5

Jaeger

1.24.1

Kiali

1.24.14-1

1.2.2.7. New features Red Hat OpenShift Service Mesh 2.0.9

This release of Red Hat OpenShift Service Mesh addresses Common Vulnerabilities and Exposures (CVEs) and bug fixes.

1.2.2.7.1. Component versions included in Red Hat OpenShift Service Mesh version 2.0.9
ComponentVersion

Istio

1.6.14

Envoy Proxy

1.14.5

Jaeger

1.24.1

Kiali

1.24.11

1.2.2.8. New features Red Hat OpenShift Service Mesh 2.0.8

This release of Red Hat OpenShift Service Mesh addresses bug fixes.

1.2.2.9. New features Red Hat OpenShift Service Mesh 2.0.7.1

This release of Red Hat OpenShift Service Mesh addresses Common Vulnerabilities and Exposures (CVEs).

1.2.2.9.1. Change in how Red Hat OpenShift Service Mesh handles URI fragments

Red Hat OpenShift Service Mesh contains a remotely exploitable vulnerability, CVE-2021-39156, where an HTTP request with a fragment (a section in the end of a URI that begins with a # character) in the URI path could bypass the Istio URI path-based authorization policies. For instance, an Istio authorization policy denies requests sent to the URI path /user/profile. In the vulnerable versions, a request with URI path /user/profile#section1 bypasses the deny policy and routes to the backend (with the normalized URI path /user/profile%23section1), possibly leading to a security incident.

You are impacted by this vulnerability if you use authorization policies with DENY actions and operation.paths, or ALLOW actions and operation.notPaths.

With the mitigation, the fragment part of the request’s URI is removed before the authorization and routing. This prevents a request with a fragment in its URI from bypassing authorization policies which are based on the URI without the fragment part.

To opt-out from the new behavior in the mitigation, the fragment section in the URI will be kept. You can configure your ServiceMeshControlPlane to keep URI fragments.

Warning

Disabling the new behavior will normalize your paths as described above and is considered unsafe. Ensure that you have accommodated for this in any security policies before opting to keep URI fragments.

Example ServiceMeshControlPlane modification

apiVersion: maistra.io/v2
kind: ServiceMeshControlPlane
metadata:
  name: basic
spec:
  techPreview:
    meshConfig:
      defaultConfig:
        proxyMetadata: HTTP_STRIP_FRAGMENT_FROM_PATH_UNSAFE_IF_DISABLED: "false"

1.2.2.9.2. Required update for authorization policies

Istio generates hostnames for both the hostname itself and all matching ports. For instance, a virtual service or Gateway for a host of "httpbin.foo" generates a config matching "httpbin.foo and httpbin.foo:*". However, exact match authorization policies only match the exact string given for the hosts or notHosts fields.

Your cluster is impacted if you have AuthorizationPolicy resources using exact string comparison for the rule to determine hosts or notHosts.

You must update your authorization policy rules to use prefix match instead of exact match. For example, replacing hosts: ["httpbin.com"] with hosts: ["httpbin.com:*"] in the first AuthorizationPolicy example.

First example AuthorizationPolicy using prefix match

apiVersion: security.istio.io/v1beta1
kind: AuthorizationPolicy
metadata:
  name: httpbin
  namespace: foo
spec:
  action: DENY
  rules:
  - from:
    - source:
        namespaces: ["dev"]
    to:
    - operation:
        hosts: [“httpbin.com”,"httpbin.com:*"]

Second example AuthorizationPolicy using prefix match

apiVersion: security.istio.io/v1beta1
kind: AuthorizationPolicy
metadata:
  name: httpbin
  namespace: default
spec:
  action: DENY
  rules:
  - to:
    - operation:
        hosts: ["httpbin.example.com:*"]

1.2.2.10. New features Red Hat OpenShift Service Mesh 2.0.7

This release of Red Hat OpenShift Service Mesh addresses Common Vulnerabilities and Exposures (CVEs) and bug fixes.

1.2.2.11. Red Hat OpenShift Service Mesh on Red Hat OpenShift Dedicated and Microsoft Azure Red Hat OpenShift

Red Hat OpenShift Service Mesh is now supported through Red Hat OpenShift Dedicated and Microsoft Azure Red Hat OpenShift.

1.2.2.12. New features Red Hat OpenShift Service Mesh 2.0.6

This release of Red Hat OpenShift Service Mesh addresses Common Vulnerabilities and Exposures (CVEs) and bug fixes.

1.2.2.13. New features Red Hat OpenShift Service Mesh 2.0.5

This release of Red Hat OpenShift Service Mesh addresses Common Vulnerabilities and Exposures (CVEs) and bug fixes.

1.2.2.14. New features Red Hat OpenShift Service Mesh 2.0.4

This release of Red Hat OpenShift Service Mesh addresses Common Vulnerabilities and Exposures (CVEs) and bug fixes.

Important

There are manual steps that must be completed to address CVE-2021-29492 and CVE-2021-31920.

1.2.2.14.1. Manual updates required by CVE-2021-29492 and CVE-2021-31920

Istio contains a remotely exploitable vulnerability where an HTTP request path with multiple slashes or escaped slash characters (%2F or %5C) could potentially bypass an Istio authorization policy when path-based authorization rules are used.

For example, assume an Istio cluster administrator defines an authorization DENY policy to reject the request at path /admin. A request sent to the URL path //admin will NOT be rejected by the authorization policy.

According to RFC 3986, the path //admin with multiple slashes should technically be treated as a different path from the /admin. However, some backend services choose to normalize the URL paths by merging multiple slashes into a single slash. This can result in a bypass of the authorization policy (//admin does not match /admin), and a user can access the resource at path /admin in the backend; this would represent a security incident.

Your cluster is impacted by this vulnerability if you have authorization policies using ALLOW action + notPaths field or DENY action + paths field patterns. These patterns are vulnerable to unexpected policy bypasses.

Your cluster is NOT impacted by this vulnerability if:

  • You don’t have authorization policies.
  • Your authorization policies don’t define paths or notPaths fields.
  • Your authorization policies use ALLOW action + paths field or DENY action + notPaths field patterns. These patterns could only cause unexpected rejection instead of policy bypasses. The upgrade is optional for these cases.
Note

The Red Hat OpenShift Service Mesh configuration location for path normalization is different from the Istio configuration.

1.2.2.14.2. Updating the path normalization configuration

Istio authorization policies can be based on the URL paths in the HTTP request. Path normalization, also known as URI normalization, modifies and standardizes the incoming requests' paths so that the normalized paths can be processed in a standard way. Syntactically different paths may be equivalent after path normalization.

Istio supports the following normalization schemes on the request paths before evaluating against the authorization policies and routing the requests:

Table 1.1. Normalization schemes

OptionDescriptionExampleNotes

NONE

No normalization is done. Anything received by Envoy will be forwarded exactly as-is to any backend service.

../%2Fa../b is evaluated by the authorization policies and sent to your service.

This setting is vulnerable to CVE-2021-31920.

BASE

This is currently the option used in the default installation of Istio. This applies the normalize_path option on Envoy proxies, which follows RFC 3986 with extra normalization to convert backslashes to forward slashes.

/a/../b is normalized to /b. \da is normalized to /da.

This setting is vulnerable to CVE-2021-31920.

MERGE_SLASHES

Slashes are merged after the BASE normalization.

/a//b is normalized to /a/b.

Update to this setting to mitigate CVE-2021-31920.

DECODE_AND_MERGE_SLASHES

The strictest setting when you allow all traffic by default. This setting is recommended, with the caveat that you must thoroughly test your authorization policies routes. Percent-encoded slash and backslash characters (%2F, %2f, %5C and %5c) are decoded to / or \, before the MERGE_SLASHES normalization.

/a%2fb is normalized to /a/b.

Update to this setting to mitigate CVE-2021-31920. This setting is more secure, but also has the potential to break applications. Test your applications before deploying to production.

The normalization algorithms are conducted in the following order:

  1. Percent-decode %2F, %2f, %5C and %5c.
  2. The RFC 3986 and other normalization implemented by the normalize_path option in Envoy.
  3. Merge slashes.
Warning

While these normalization options represent recommendations from HTTP standards and common industry practices, applications may interpret a URL in any way it chooses to. When using denial policies, ensure that you understand how your application behaves.

1.2.2.14.3. Path normalization configuration examples

Ensuring Envoy normalizes request paths to match your backend services' expectations is critical to the security of your system. The following examples can be used as a reference for you to configure your system. The normalized URL paths, or the original URL paths if NONE is selected, will be:

  1. Used to check against the authorization policies.
  2. Forwarded to the backend application.

Table 1.2. Configuration examples

If your application…​Choose…​

Relies on the proxy to do normalization

BASE, MERGE_SLASHES or DECODE_AND_MERGE_SLASHES

Normalizes request paths based on RFC 3986 and does not merge slashes.

BASE

Normalizes request paths based on RFC 3986 and merges slashes, but does not decode percent-encoded slashes.

MERGE_SLASHES

Normalizes request paths based on RFC 3986, decodes percent-encoded slashes, and merges slashes.

DECODE_AND_MERGE_SLASHES

Processes request paths in a way that is incompatible with RFC 3986.

NONE

1.2.2.14.4. Configuring your SMCP for path normalization

To configure path normalization for Red Hat OpenShift Service Mesh, specify the following in your ServiceMeshControlPlane. Use the configuration examples to help determine the settings for your system.

SMCP v2 pathNormalization

spec:
  techPreview:
    global:
      pathNormalization: <option>

1.2.2.14.5. Configuring for case normalization

In some environments, it may be useful to have paths in authorization policies compared in a case insensitive manner. For example, treating https://myurl/get and https://myurl/GeT as equivalent. In those cases, you can use the EnvoyFilter shown below. This filter will change both the path used for comparison and the path presented to the application. In this example, istio-system is the name of the control plane project.

Save the EnvoyFilter to a file and execute the following command:

$ oc create -f <myEnvoyFilterFile>
apiVersion: networking.istio.io/v1alpha3
kind: EnvoyFilter
metadata:
  name: ingress-case-insensitive
  namespace: istio-system
spec:
  configPatches:
  - applyTo: HTTP_FILTER
    match:
      context: GATEWAY
      listener:
        filterChain:
          filter:
            name: "envoy.filters.network.http_connection_manager"
            subFilter:
              name: "envoy.filters.http.router"
    patch:
      operation: INSERT_BEFORE
      value:
        name: envoy.lua
        typed_config:
            "@type": "type.googleapis.com/envoy.extensions.filters.http.lua.v3.Lua"
            inlineCode: |
              function envoy_on_request(request_handle)
                local path = request_handle:headers():get(":path")
                request_handle:headers():replace(":path", string.lower(path))
              end

1.2.2.15. New features Red Hat OpenShift Service Mesh 2.0.3

This release of Red Hat OpenShift Service Mesh addresses Common Vulnerabilities and Exposures (CVEs) and bug fixes.

In addition, this release has the following new features:

  • Added an option to the must-gather data collection tool that gathers information from a specified control plane namespace. For more information, see OSSM-351.
  • Improved performance for control planes with hundreds of namespaces

1.2.2.16. New features Red Hat OpenShift Service Mesh 2.0.2

This release of Red Hat OpenShift Service Mesh adds support for IBM Z and IBM Power Systems. It also addresses Common Vulnerabilities and Exposures (CVEs) and bug fixes.

1.2.2.17. New features Red Hat OpenShift Service Mesh 2.0.1

This release of Red Hat OpenShift Service Mesh addresses Common Vulnerabilities and Exposures (CVEs) and bug fixes.

1.2.2.18. New features Red Hat OpenShift Service Mesh 2.0

This release of Red Hat OpenShift Service Mesh adds support for Istio 1.6.5, Jaeger 1.20.0, Kiali 1.24.2, and the 3scale Istio Adapter 2.0 and OpenShift Container Platform 4.6.

In addition, this release has the following new features:

  • Simplifies installation, upgrades, and management of the control plane.
  • Reduces the control plane’s resource usage and startup time.
  • Improves performance by reducing inter-control plane communication over networking.

    • Adds support for Envoy’s Secret Discovery Service (SDS). SDS is a more secure and efficient mechanism for delivering secrets to Envoy side car proxies.
  • Removes the need to use Kubernetes Secrets, which have well known security risks.
  • Improves performance during certificate rotation, as proxies no longer require a restart to recognize new certificates.

    • Adds support for Istio’s Telemetry v2 architecture, which is built using WebAssembly extensions. This new architecture brings significant performance improvements.
    • Updates the ServiceMeshControlPlane resource to v2 with a streamlined configuration to make it easier to manage the Control Plane.
    • Introduces WebAssembly extensions as a Technology Preview feature.

1.2.3. Technology Preview

Some features in this release are currently in Technology Preview. These experimental features are not intended for production use.

Important

Technology Preview features are not supported with Red Hat production service level agreements (SLAs) and might not be functionally complete. Red Hat does not recommend using them in production. These features provide early access to upcoming product features, enabling customers to test functionality and provide feedback during the development process. For more information about the support scope of Red Hat Technology Preview features, see the Technology Preview Support Scope.

1.2.3.1. Istio compatibility and support matrix

In the table, features are marked with the following statuses:

  • TP: Technology Preview
  • GA: General Availability

Note the following scope of support on the Red Hat Customer Portal for these features:

Table 1.3. Istio compatibility and support matrix

FeatureIstio VersionSupport StatusDescription

holdApplicationUntilProxyStarts

1.7

TP

Blocks application container startup until proxy is running

DNS capture

1.8

GA

Enabled by default

1.2.4. Deprecated and removed features

Some features available in previous releases have been deprecated or removed.

Deprecated functionality is still included in OpenShift Container Platform and continues to be supported; however, it will be removed in a future release of this product and is not recommended for new deployments.

Removed functionality no longer exists in the product.

1.2.4.1. Removed features Red Hat OpenShift Service Mesh 2.1

In Service Mesh 2.1, the Mixer component is removed. Bug fixes and support is provided through the end of the Service Mesh 2.0 life cycle.

Upgrading from a Service Mesh 2.0.x release to 2.1 will not proceed if Mixer plugins are enabled. Mixer plugins must be ported to WebAssembly Extensions.

1.2.4.2. Deprecated features Red Hat OpenShift Service Mesh 2.0

The Mixer component was deprecated in release 2.0 and will be removed in release 2.1. While using Mixer for implementing extensions was still supported in release 2.0, extensions should have been migrated to the new WebAssembly mechanism.

The following resource types are no longer supported in Red Hat OpenShift Service Mesh 2.0:

  • Policy (authentication.istio.io/v1alpha1) is no longer supported. Depending on the specific configuration in your Policy resource, you may have to configure multiple resources to achieve the same effect.

    • Use RequestAuthentication (security.istio.io/v1beta1)
    • Use PeerAuthentication (security.istio.io/v1beta1)
  • ServiceMeshPolicy (maistra.io/v1) is no longer supported.

    • Use RequestAuthentication or PeerAuthentication, as mentioned above, but place in the control plane namespace.
  • RbacConfig (rbac.istio.io/v1alpha1) is no longer supported.

    • Replaced by AuthorizationPolicy (security.istio.io/v1beta1), which encompasses behavior of RbacConfig, ServiceRole, and ServiceRoleBinding.
  • ServiceMeshRbacConfig (maistra.io/v1) is no longer supported.

    • Use AuthorizationPolicy as above, but place in control plane namespace.
  • ServiceRole (rbac.istio.io/v1alpha1) is no longer supported.
  • ServiceRoleBinding (rbac.istio.io/v1alpha1) is no longer supported.
  • In Kiali, the login and LDAP strategies are deprecated. A future version will introduce authentication using OpenID providers.

1.2.5. Known issues

These limitations exist in Red Hat OpenShift Service Mesh:

  • Red Hat OpenShift Service Mesh does not yet support IPv6, as it is not yet fully supported by the upstream Istio project. As a result, Red Hat OpenShift Service Mesh does not support dual-stack clusters.
  • Graph layout - The layout for the Kiali graph can render differently, depending on your application architecture and the data to display (number of graph nodes and their interactions). Because it is difficult if not impossible to create a single layout that renders nicely for every situation, Kiali offers a choice of several different layouts. To choose a different layout, you can choose a different Layout Schema from the Graph Settings menu.
  • The first time you access related services such as distributed tracing platform and Grafana, from the Kiali console, you must accept the certificate and re-authenticate using your OpenShift Container Platform login credentials. This happens due to an issue with how the framework displays embedded pages in the console.
  • The Bookinfo sample application cannot be installed on IBM Z and IBM Power Systems.
  • WebAssembly extensions are not supported on IBM Z and IBM Power Systems.

1.2.5.1. Service Mesh known issues

These are the known issues in Red Hat OpenShift Service Mesh:

  • OSSM-1211 Configuring Federated service meshes for failover does not work as expected. There is no workaround at this time.
  • Istio-14743 Due to limitations in the version of Istio that this release of Red Hat OpenShift Service Mesh is based on, there are several applications that are currently incompatible with Service Mesh. See the linked community issue for details.
  • OSSM-882 Namespace is in the accessible_namespace list but does not appear in Kiali UI. By default, Kiali will not show any namespaces that start with "kube" because these namespaces are typically internal-use only and not part of a mesh.

    For example, if you create a namespace called 'akube-a' and add it to the Service Mesh member roll, then the Kiali UI does not display the namespace. For defined exclusion patterns, the software excludes namespaces that start with or contain the pattern.

    The workaround is to change the Kiali Custom Resource setting so it prefixes the setting with a carat (^). For example:

    api:
      namespaces:
        exclude:
        - "^istio-operator"
        - "^kube-.*"
        - "^openshift.*"
        - "^ibm.*"
        - "^kiali-operator"
  • MAISTRA-2735 The resources that the Service Mesh Operator deletes when reconciling the SMCP have changed. Previously, the Operator deleted a resource with the following labels:

    • maistra.io/owner
    • app.kubernetes.io/version

    Now, the Operator ignores resources that don’t also include the app.kubernetes.io/managed-by=maistra-istio-operator label. If you create your own resources, you should not add the app.kubernetes.io/managed-by=maistra-istio-operator label to them.

  • MAISTRA-2692 With Mixer removed, custom metrics that have been defined in Service Mesh 2.0.x cannot be used in 2.1. Custom metrics can be configured using EnvoyFilter. Red Hat is unable to support EnvoyFilter configuration except where explicitly documented. This is due to tight coupling with the underlying Envoy APIs, meaning that backward compatibility cannot be maintained.
  • MAISTRA-2648 ServiceMeshExtensions are currently not compatible with meshes deployed on IBM Z Systems.
  • MAISTRA-2411 When the Operator creates a new ingress gateway using spec.gateways.additionaIngress in the ServiceMeshControlPlane, Operator is not creating a NetworkPolicy for the additional ingress gateway like it does for the default istio-ingressgateway. This is causing a 503 response from the route of the new gateway. The workaround for this issue is to manually create the NetworkPolicy in the <istio-system> namespace.
  • MAISTRA-1959 Migration to 2.0 Prometheus scraping (spec.addons.prometheus.scrape set to true) does not work when mTLS is enabled. Additionally, Kiali displays extraneous graph data when mTLS is disabled.

    This problem can be addressed by excluding port 15020 from proxy configuration, for example,

    spec:
      proxy:
        networking:
          trafficControl:
            inbound:
              excludedPorts:
              - 15020
  • MAISTRA-1947 Technology Preview Updates to ServiceMeshExtensions are not applied. The workaround is to remove and recreate the ServiceMeshExtensions.
  • MAISTRA-1314 Red Hat OpenShift Service Mesh does not yet support IPv6.
  • MAISTRA-806 Evicted Istio Operator Pod causes mesh and CNI not to deploy.

    If the istio-operator pod is evicted while deploying the control pane, delete the evicted istio-operator pod.

  • MAISTRA-681 When the control plane has many namespaces, it can lead to performance issues.
  • MAISTRA-465 The Maistra Operator fails to create a service for operator metrics.
  • MAISTRA-453 If you create a new project and deploy pods immediately, sidecar injection does not occur. The operator fails to add the maistra.io/member-of before the pods are created, therefore the pods must be deleted and recreated for sidecar injection to occur.
  • MAISTRA-158 Applying multiple gateways referencing the same hostname will cause all gateways to stop functioning.

1.2.5.2. Kiali known issues

Note

New issues for Kiali should be created in the OpenShift Service Mesh project with the Component set to Kiali.

These are the known issues in Kiali:

  • KIALI-2206 When you are accessing the Kiali console for the first time, and there is no cached browser data for Kiali, the “View in Grafana” link on the Metrics tab of the Kiali Service Details page redirects to the wrong location. The only way you would encounter this issue is if you are accessing Kiali for the first time.
  • KIALI-507 Kiali does not support Internet Explorer 11. This is because the underlying frameworks do not support Internet Explorer. To access the Kiali console, use one of the two most recent versions of the Chrome, Edge, Firefox or Safari browser.

1.2.5.3. Red Hat OpenShift distributed tracing known issues

These limitations exist in Red Hat OpenShift distributed tracing:

  • Apache Spark is not supported.
  • The streaming deployment via AMQ/Kafka is unsupported on IBM Z and IBM Power Systems.

These are the known issues for Red Hat OpenShift distributed tracing:

  • TRACING-2057 The Kafka API has been updated to v1beta2 to support the Strimzi Kafka Operator 0.23.0. However, this API version is not supported by AMQ Streams 1.6.3. If you have the following environment, your Jaeger services will not be upgraded, and you cannot create new Jaeger services or modify existing Jaeger services:

    • Jaeger Operator channel: 1.17.x stable or 1.20.x stable
    • AMQ Streams Operator channel: amq-streams-1.6.x

      To resolve this issue, switch the subscription channel for your AMQ Streams Operator to either amq-streams-1.7.x or stable.

1.2.6. Fixed issues

The following issues been resolved in the current release:

1.2.6.1. Service Mesh fixed issues

  • OSSM-1099 The Kiali console displayed the message Sorry, there was a problem. Try a refresh or navigate to a different page.
  • OSSM-1074 Pod annotations defined in SMCP are not injected in the pods.
  • OSSM-999 Kiali retention did not work as expected. Calendar times were greyed out in the dashboard graph.
  • OSSM-797 Kiali Operator pod generates CreateContainerConfigError while installing or updating the operator.
  • OSSM-722 Namespace starting with kube is hidden from Kiali.
  • OSSM-569 There is no CPU memory limit for the Prometheus istio-proxy container. The Prometheus istio-proxy sidecar now uses the resource limits defined in spec.proxy.runtime.container.
  • OSSM-449 VirtualService and Service causes an error "Only unique values for domains are permitted. Duplicate entry of domain."
  • OSSM-419 Namespaces with similar names will all show in Kiali namespace list, even though namespaces may not be defined in Service Mesh Member Role.
  • OSSM-296 When adding health configuration to the Kiali custom resource (CR) is it not being replicated to the Kiali configmap.
  • OSSM-291 In the Kiali console, on the Applications, Services, and Workloads pages, the "Remove Label from Filters" function is not working.
  • OSSM-289 In the Kiali console, on the Service Details pages for the 'istio-ingressgateway' and 'jaeger-query' services there are no Traces being displayed. The traces exist in Jaeger.
  • OSSM-287 In the Kiali console there are no traces being displayed on the Graph Service.
  • OSSM-285 When trying to access the Kiali console, receive the following error message "Error trying to get OAuth Metadata". The workaround is to restart the Kiali pod.
  • MAISTRA-2687 Red Hat OpenShift Service Mesh 2.1 federation gateway does not send the full certificate chain when using external certificates. The Service Mesh federation egress gateway only sends the client certificate. Because the federation ingress gateway only knows about the root certificate, it cannot verify the client certificate unless you add the root certificate to the federation import ConfigMap.
  • MAISTRA-2635 Replace deprecated Kubernetes API. To remain compatible with OpenShift Container Platform 4.8, the apiextensions.k8s.io/v1beta1 API was deprecated as of Red Hat OpenShift Service Mesh 2.0.8.
  • MAISTRA-2631 The WASM feature is not working because podman is failing due to nsenter binary not being present. Red Hat OpenShift Service Mesh generates the following error message: Error: error configuring CNI network plugin exec: "nsenter": executable file not found in $PATH. The container image now contains nsenter and WASM works as expected.
  • MAISTRA-2534 When istiod attempted to fetch the JWKS for an issuer specified in a JWT rule, the issuer service responded with a 502. This prevented the proxy container from becoming ready and caused deployments to hang. The fix for the community bug has been included in the Service Mesh 2.0.7 release.
  • MAISTRA-2401 CVE-2021-3586 servicemesh-operator: NetworkPolicy resources incorrectly specified ports for ingress resources. The NetworkPolicy resources installed for Red Hat OpenShift Service Mesh did not properly specify which ports could be accessed. This allowed access to all ports on these resources from any pod. Network policies applied to the following resources are affected:

    • Galley
    • Grafana
    • Istiod
    • Jaeger
    • Kiali
    • Prometheus
    • Sidecar injector
  • MAISTRA-2378 When the cluster is configured to use OpenShift SDN with ovs-multitenant and the mesh contains a large number of namespaces (200+), the OpenShift Container Platform networking plugin is unable to configure the namespaces quickly. Service Mesh times out causing namespaces to be continuously dropped from the service mesh and then reenlisted.
  • MAISTRA-2370 Handle tombstones in listerInformer. The updated cache codebase was not handling tombstones when translating the events from the namespace caches to the aggregated cache, leading to a panic in the go routine.
  • MAISTRA-2117 Add optional ConfigMap mount to operator. The CSV now contains an optional ConfigMap volume mount, which mounts the smcp-templates ConfigMap if it exists. If the smcp-templates ConfigMap does not exist, the mounted directory is empty. When you create the ConfigMap, the directory is populated with the entries from the ConfigMap and can be referenced in SMCP.spec.profiles. No restart of the Service Mesh operator is required.

    Customers using the 2.0 operator with a modified CSV to mount the smcp-templates ConfigMap can upgrade to Red Hat OpenShift Service Mesh 2.1. After upgrading, you can continue using an existing ConfigMap, and the profiles it contains, without editing the CSV. Customers that previously used ConfigMap with a different name will either have to rename the ConfigMap or update the CSV after upgrading.

  • MAISTRA-2010 AuthorizationPolicy does not support request.regex.headers field. The validatingwebhook rejects any AuthorizationPolicy with the field, and even if you disable that, Pilot tries to validate it using the same code, and it does not work.
  • MAISTRA-1979 Migration to 2.0 The conversion webhook drops the following important fields when converting SMCP.status from v2 to v1:

    • conditions
    • components
    • observedGeneration
    • annotations

      Upgrading the operator to 2.0 might break client tools that read the SMCP status using the maistra.io/v1 version of the resource.

      This also causes the READY and STATUS columns to be empty when you run oc get servicemeshcontrolplanes.v1.maistra.io.

  • MAISTRA-1983 Migration to 2.0 Upgrading to 2.0.0 with an existing invalid ServiceMeshControlPlane cannot easily be repaired. The invalid items in the ServiceMeshControlPlane resource caused an unrecoverable error. The fix makes the errors recoverable. You can delete the invalid resource and replace it with a new one or edit the resource to fix the errors. For more information about editing your resource, see [Configuring the Red Hat OpenShift Service Mesh installation].
  • Maistra-1502 As a result of CVEs fixes in version 1.0.10, the Istio dashboards are not available from the Home Dashboard menu in Grafana. The Istio dashboards still exist. To access them, click the Dashboard menu in the navigation panel and select the Manage tab.
  • MAISTRA-1399 Red Hat OpenShift Service Mesh no longer prevents you from installing unsupported CNI protocols. The supported network configurations has not changed.
  • MAISTRA-1089 Migration to 2.0 Gateways created in a non-control plane namespace are automatically deleted. After removing the gateway definition from the SMCP spec, you need to manually delete these resources.
  • MAISTRA-858 The following Envoy log messages describing deprecated options and configurations associated with Istio 1.1.x are expected:

    • [2019-06-03 07:03:28.943][19][warning][misc] [external/envoy/source/common/protobuf/utility.cc:129] Using deprecated option 'envoy.api.v2.listener.Filter.config'. This configuration will be removed from Envoy soon.
    • [2019-08-12 22:12:59.001][13][warning][misc] [external/envoy/source/common/protobuf/utility.cc:174] Using deprecated option 'envoy.api.v2.Listener.use_original_dst' from file lds.proto. This configuration will be removed from Envoy soon.
  • MAISTRA-193 Unexpected console info messages are visible when health checking is enabled for citadel.
  • Bug 1821432 Toggle controls in OpenShift Container Platform Control Resource details page do not update the CR correctly. UI Toggle controls in the Service Mesh Control Plane (SMCP) Overview page in the OpenShift Container Platform web console sometimes update the wrong field in the resource. To update a SMCP, edit the YAML content directly or update the resource from the command line instead of clicking the toggle controls.

1.2.6.2. Red Hat OpenShift distributed tracing fixed issues

  • TRACING-2337 Jaeger is logging a repetitive warning message in the Jaeger logs similar to the following:

    {"level":"warn","ts":1642438880.918793,"caller":"channelz/logging.go:62","msg":"[core]grpc: Server.Serve failed to create ServerTransport: connection error: desc = \"transport: http2Server.HandleStreams received bogus greeting from client: \\\"\\\\x16\\\\x03\\\\x01\\\\x02\\\\x00\\\\x01\\\\x00\\\\x01\\\\xfc\\\\x03\\\\x03vw\\\\x1a\\\\xc9T\\\\xe7\\\\xdaCj\\\\xb7\\\\x8dK\\\\xa6\\\"\"","system":"grpc","grpc_log":true}

    This issue was resolved by exposing only the HTTP(S) port of the query service, and not the gRPC port.

  • TRACING-2009 The Jaeger Operator has been updated to include support for the Strimzi Kafka Operator 0.23.0.
  • TRACING-1907 The Jaeger agent sidecar injection was failing due to missing config maps in the application namespace. The config maps were getting automatically deleted due to an incorrect OwnerReference field setting and as a result, the application pods were not moving past the "ContainerCreating" stage. The incorrect settings have been removed.
  • TRACING-1725 Follow-up to TRACING-1631. Additional fix to ensure that Elasticsearch certificates are properly reconciled when there are multiple Jaeger production instances, using same name but within different namespaces. See also BZ-1918920.
  • TRACING-1631 Multiple Jaeger production instances, using same name but within different namespaces, causing Elasticsearch certificate issue. When multiple service meshes were installed, all of the Jaeger Elasticsearch instances had the same Elasticsearch secret instead of individual secrets, which prevented the OpenShift Elasticsearch Operator from communicating with all of the Elasticsearch clusters.
  • TRACING-1300 Failed connection between Agent and Collector when using Istio sidecar. An update of the Jaeger Operator enabled TLS communication by default between a Jaeger sidecar agent and the Jaeger Collector.
  • TRACING-1208 Authentication "500 Internal Error" when accessing Jaeger UI. When trying to authenticate to the UI using OAuth, I get a 500 error because oauth-proxy sidecar doesn’t trust the custom CA bundle defined at installation time with the additionalTrustBundle.
  • TRACING-1166 It is not currently possible to use the Jaeger streaming strategy within a disconnected environment. When a Kafka cluster is being provisioned, it results in a error: Failed to pull image registry.redhat.io/amq7/amq-streams-kafka-24-rhel7@sha256:f9ceca004f1b7dccb3b82d9a8027961f9fe4104e0ed69752c0bdd8078b4a1076.
  • TRACING-809 Jaeger Ingester is incompatible with Kafka 2.3. When there are two or more instances of the Jaeger Ingester and enough traffic it will continuously generate rebalancing messages in the logs. This is due to a regression in Kafka 2.3 that was fixed in Kafka 2.3.1. For more information, see Jaegertracing-1819.
  • BZ-1918920/LOG-1619 The Elasticsearch pods does not get restarted automatically after an update. As a workaround, restart the pods manually.

1.3. Understanding Service Mesh

Red Hat OpenShift Service Mesh provides a platform for behavioral insight and operational control over your networked microservices in a service mesh. With Red Hat OpenShift Service Mesh, you can connect, secure, and monitor microservices in your OpenShift Container Platform environment.

1.3.1. Understanding service mesh

A service mesh is the network of microservices that make up applications in a distributed microservice architecture and the interactions between those microservices. When a Service Mesh grows in size and complexity, it can become harder to understand and manage.

Based on the open source Istio project, Red Hat OpenShift Service Mesh adds a transparent layer on existing distributed applications without requiring any changes to the service code. You add Red Hat OpenShift Service Mesh support to services by deploying a special sidecar proxy to relevant services in the mesh that intercepts all network communication between microservices. You configure and manage the Service Mesh using the control plane features.

Red Hat OpenShift Service Mesh gives you an easy way to create a network of deployed services that provide:

  • Discovery
  • Load balancing
  • Service-to-service authentication
  • Failure recovery
  • Metrics
  • Monitoring

Red Hat OpenShift Service Mesh also provides more complex operational functions including:

  • A/B testing
  • Canary releases
  • Access control
  • End-to-end authentication

1.3.2. Service Mesh architecture

Service mesh technology operates at the network communication level. That is, service mesh components capture or intercept traffic to and from microservices, either modifying requests, redirecting them, or creating new requests to other services.

Service Mesh architecture image

At a high level, Red Hat OpenShift Service Mesh consists of a data plane and a control plane

The data plane is a set of intelligent proxies, running alongside application containers in a pod, that intercept and control all inbound and outbound network communication between microservices in the service mesh. The data plane is implemented in such a way that it intercepts all inbound (ingress) and outbound (egress) network traffic. The Istio data plane is composed of Envoy containers running along side application containers in a pod. The Envoy container acts as a proxy, controlling all network communication into and out of the pod.

  • Envoy proxies are the only Istio components that interact with data plane traffic. All incoming (ingress) and outgoing (egress) network traffic between services flows through the proxies. The Envoy proxy also collects all metrics related to services traffic within the mesh. Envoy proxies are deployed as sidecars, running in the same pod as services. Envoy proxies are also used to implement mesh gateways.

    • Sidecar proxies manage inbound and outbound communication to the workload instance it is attached to.
    • Gateways are proxies operating as load balancers receiving incoming or outgoing HTTP/TCP connections. Gateway configurations are applied to standalone Envoy proxies that are running at the edge of the mesh, rather than sidecar Envoy proxies running alongside your service workloads. You use a Gateway to manage inbound and outbound traffic for your mesh, letting you specify which traffic you want to enter or leave the mesh.

      • Ingress-gateway - Also known as an ingress controller, the Ingress Gateway is a dedicated Envoy proxy that receives and controls traffic entering the service mesh. An Ingress Gateway allows features such as monitoring and route rules to be applied to traffic entering the cluster.
      • Egress-gateway - Also known as an egress controller, the Egress Gateway is a dedicated Envoy proxy that manages traffic leaving the service mesh. An Egress Gateway allows features such as monitoring and route rules to be applied to traffic exiting the mesh.

The control plane manages and configures the proxies that make up the data plane. It is the authoritative source for configuration, manages access control and usage policies, and collects metrics from the proxies in the service mesh.

  • The Istio control plane is composed of Istiod which consolidates several previous control plane components (Citadel, Galley, Pilot) into a single binary. Istiod provides service discovery, configuration, and certificate management. It converts high-level routing rules to Envoy configurations and propagates them to the sidecars at runtime.

    • Istiod can act as a Certificate Authority (CA), generating certificates supporting secure mTLS communication in the data plane. You can also use an external CA for this purpose.
    • Istiod is responsible for injecting sidecar proxy containers into workloads deployed to an OpenShift cluster.

Red Hat OpenShift Service Mesh uses the istio-operator to manage the installation of the control plane. An Operator is a piece of software that enables you to implement and automate common activities in your OpenShift cluster. It acts as a controller, allowing you to set or change the desired state of objects in your cluster, in this case, a Red Hat OpenShift Service Mesh installation.

Red Hat OpenShift Service Mesh also bundles the following Istio add-ons as part of the product:

  • Kiali - Kiali is the management console for Red Hat OpenShift Service Mesh. It provides dashboards, observability, and robust configuration and validation capabilities. It shows the structure of your service mesh by inferring traffic topology and displays the health of your mesh. Kiali provides detailed metrics, powerful validation, access to Grafana, and strong integration with the distributed tracing platform.
  • Prometheus - Red Hat OpenShift Service Mesh uses Prometheus to store telemetry information from services. Kiali depends on Prometheus to obtain metrics, health status, and mesh topology.
  • Jaeger - Red Hat OpenShift Service Mesh supports the distributed tracing platform. Jaeger is an open source traceability server that centralizes and displays traces associated with a single request between multiple services. Using the distributed tracing platform you can monitor and troubleshoot your microservices-based distributed systems.
  • Elasticsearch - Elasticsearch is an open source, distributed, JSON-based search and analytics engine. The distributed tracing platform uses Elasticsearch for persistent storage.
  • Grafana - Grafana provides mesh administrators with advanced query and metrics analysis and dashboards for Istio data. Optionally, Grafana can be used to analyze service mesh metrics.

The following Istio integrations are supported with Red Hat OpenShift Service Mesh:

  • 3scale - Istio provides an optional integration with Red Hat 3scale API Management solutions. For versions prior to 2.1, this integration was achieved via the 3scale Istio adapter. For version 2.1 and later, the 3scale integration is achieved via a WebAssembly module.

For information about how to install the 3scale adapter, refer to the 3scale Istio adapter documentation

1.3.3. Understanding Kiali

Kiali provides visibility into your service mesh by showing you the microservices in your service mesh, and how they are connected.

1.3.3.1. Kiali overview

Kiali provides observability into the Service Mesh running on OpenShift Container Platform. Kiali helps you define, validate, and observe your Istio service mesh. It helps you to understand the structure of your service mesh by inferring the topology, and also provides information about the health of your service mesh.

Kiali provides an interactive graph view of your namespace in real time that provides visibility into features like circuit breakers, request rates, latency, and even graphs of traffic flows. Kiali offers insights about components at different levels, from Applications to Services and Workloads, and can display the interactions with contextual information and charts on the selected graph node or edge. Kiali also provides the ability to validate your Istio configurations, such as gateways, destination rules, virtual services, mesh policies, and more. Kiali provides detailed metrics, and a basic Grafana integration is available for advanced queries. Distributed tracing is provided by integrating Jaeger into the Kiali console.

Kiali is installed by default as part of the Red Hat OpenShift Service Mesh.

1.3.3.2. Kiali architecture

Kiali is based on the open source Kiali project. Kiali is composed of two components: the Kiali application and the Kiali console.

  • Kiali application (back end) – This component runs in the container application platform and communicates with the service mesh components, retrieves and processes data, and exposes this data to the console. The Kiali application does not need storage. When deploying the application to a cluster, configurations are set in ConfigMaps and secrets.
  • Kiali console (front end) – The Kiali console is a web application. The Kiali application serves the Kiali console, which then queries the back end for data to present it to the user.

In addition, Kiali depends on external services and components provided by the container application platform and Istio.

  • Red Hat Service Mesh (Istio) - Istio is a Kiali requirement. Istio is the component that provides and controls the service mesh. Although Kiali and Istio can be installed separately, Kiali depends on Istio and will not work if it is not present. Kiali needs to retrieve Istio data and configurations, which are exposed through Prometheus and the cluster API.
  • Prometheus - A dedicated Prometheus instance is included as part of the Red Hat OpenShift Service Mesh installation. When Istio telemetry is enabled, metrics data are stored in Prometheus. Kiali uses this Prometheus data to determine the mesh topology, display metrics, calculate health, show possible problems, and so on. Kiali communicates directly with Prometheus and assumes the data schema used by Istio Telemetry. Prometheus is an Istio dependency and a hard dependency for Kiali, and many of Kiali’s features will not work without Prometheus.
  • Cluster API - Kiali uses the API of the OpenShift Container Platform (cluster API) to fetch and resolve service mesh configurations. Kiali queries the cluster API to retrieve, for example, definitions for namespaces, services, deployments, pods, and other entities. Kiali also makes queries to resolve relationships between the different cluster entities. The cluster API is also queried to retrieve Istio configurations like virtual services, destination rules, route rules, gateways, quotas, and so on.
  • Jaeger - Jaeger is optional, but is installed by default as part of the Red Hat OpenShift Service Mesh installation. When you install the distributed tracing platform as part of the default Red Hat OpenShift Service Mesh installation, the Kiali console includes a tab to display distributed tracing data. Note that tracing data will not be available if you disable Istio’s distributed tracing feature. Also note that user must have access to the namespace where the control plane is installed to view tracing data.
  • Grafana - Grafana is optional, but is installed by default as part of the Red Hat OpenShift Service Mesh installation. When available, the metrics pages of Kiali display links to direct the user to the same metric in Grafana. Note that user must have access to the namespace where the control plane is installed to view links to the Grafana dashboard and view Grafana data.

1.3.3.3. Kiali features

The Kiali console is integrated with Red Hat Service Mesh and provides the following capabilities:

  • Health – Quickly identify issues with applications, services, or workloads.
  • Topology – Visualize how your applications, services, or workloads communicate via the Kiali graph.
  • Metrics – Predefined metrics dashboards let you chart service mesh and application performance for Go, Node.js. Quarkus, Spring Boot, Thorntail and Vert.x. You can also create your own custom dashboards.
  • Tracing – Integration with Jaeger lets you follow the path of a request through various microservices that make up an application.
  • Validations – Perform advanced validations on the most common Istio objects (Destination Rules, Service Entries, Virtual Services, and so on).
  • Configuration – Optional ability to create, update and delete Istio routing configuration using wizards or directly in the YAML editor in the Kiali Console.

1.3.4. Understanding distributed tracing

Every time a user takes an action in an application, a request is executed by the architecture that may require dozens of different services to participate to produce a response. The path of this request is a distributed transaction. The distributed tracing platform lets you perform distributed tracing, which follows the path of a request through various microservices that make up an application.

Distributed tracing is a technique that is used to tie the information about different units of work together—usually executed in different processes or hosts—to understand a whole chain of events in a distributed transaction. Distributed tracing lets developers visualize call flows in large service oriented architectures. It can be invaluable in understanding serialization, parallelism, and sources of latency.

The distributed tracing platform records the execution of individual requests across the whole stack of microservices, and presents them as traces. A trace is a data/execution path through the system. An end-to-end trace comprises one or more spans.

A span represents a logical unit of work that has an operation name, the start time of the operation, and the duration. Spans may be nested and ordered to model causal relationships.

1.3.4.1. Distributed tracing platform overview

As a service owner, you can use the distributed tracing platform to instrument your services to gather insights into your service architecture. Jaeger is an open source distributed tracing platform that you can use for monitoring, network profiling, and troubleshooting the interaction between components in modern, cloud-native, microservices-based applications.

Using the distributed tracing platform lets you perform the following functions:

  • Monitor distributed transactions
  • Optimize performance and latency
  • Perform root cause analysis

The distributed tracing platform is based on the vendor-neutral OpenTracing APIs and instrumentation.

1.3.4.2. Distributed tracing architecture

The distributed tracing platform is based on the open source Jaeger project. The distributed tracing platform is made up of several components that work together to collect, store, and display tracing data.

  • Jaeger Client (Tracer, Reporter, instrumented application, client libraries)- Jaeger clients are language specific implementations of the OpenTracing API. They can be used to instrument applications for distributed tracing either manually or with a variety of existing open source frameworks, such as Camel (Fuse), Spring Boot (RHOAR), MicroProfile (RHOAR/Thorntail), Wildfly (EAP), and many more, that are already integrated with OpenTracing.
  • Jaeger Agent (Server Queue, Processor Workers) - The Jaeger agent is a network daemon that listens for spans sent over User Datagram Protocol (UDP), which it batches and sends to the collector. The agent is meant to be placed on the same host as the instrumented application. This is typically accomplished by having a sidecar in container environments like Kubernetes.
  • Jaeger Collector (Queue, Workers) - Similar to the Agent, the Collector is able to receive spans and place them in an internal queue for processing. This allows the collector to return immediately to the client/agent instead of waiting for the span to make its way to the storage.
  • Storage (Data Store) - Collectors require a persistent storage backend. Jaeger has a pluggable mechanism for span storage. Note that for this release, the only supported storage is Elasticsearch.
  • Query (Query Service) - Query is a service that retrieves traces from storage.
  • Ingester (Ingester Service) - Jaeger can use Apache Kafka as a buffer between the collector and the actual backing storage (Elasticsearch). Ingester is a service that reads data from Kafka and writes to another storage backend (Elasticsearch).
  • Jaeger Console – Jaeger provides a user interface that lets you visualize your distributed tracing data. On the Search page, you can find traces and explore details of the spans that make up an individual trace.

1.3.4.3. Red Hat OpenShift distributed tracing features

Red Hat OpenShift distributed tracing provides the following capabilities:

  • Integration with Kiali – When properly configured, you can view distributed tracing data from the Kiali console.
  • High scalability – The distributed tracing back end is designed to have no single points of failure and to scale with the business needs.
  • Distributed Context Propagation – Enables you to connect data from different components together to create a complete end-to-end trace.
  • Backwards compatibility with Zipkin – Red Hat OpenShift distributed tracing has APIs that enable it to be used as a drop-in replacement for Zipkin, but Red Hat is not supporting Zipkin compatibility in this release.

1.3.5. Next steps

1.4. Service mesh deployment models

Red Hat OpenShift Service Mesh supports several different deployment models that can be combined in different ways to best suit your business requirements.

1.4.1. Single mesh deployment model

The simplest Istio deployment model is a single mesh.

Service names within a mesh must be unique because Kubernetes only allows one service to be named myservice in the mynamespace namespace. However, workload instances can share a common identity since service account names can be shared across workloads in the same namespace

1.4.2. Single tenancy deployment model

In Istio, a tenant is a group of users that share common access and privileges for a set of deployed workloads. You can use tenants to provide a level of isolation between different teams. You can segregate access to different tenants using NetworkPolicies, AuthorizationPolicies, and exportTo annotations on istio.io or service resources.

Single tenant, cluster-wide control plane configurations are deprecated as of Red Hat OpenShift Service Mesh version 1.0. Red Hat OpenShift Service Mesh defaults to a multitenant model.

1.4.3. Multitenant deployment model

Red Hat OpenShift Service Mesh installs a ServiceMeshControlPlane that is configured for multitenancy by default. Red Hat OpenShift Service Mesh uses a multitenant Operator to manage the control plane lifecycle. Within a mesh, namespaces are used for tenancy.

Red Hat OpenShift Service Mesh uses ServiceMeshControlPlane resources to manage mesh installations, whose scope is limited by default to namespace that contains the resource. You use ServiceMeshMemberRoll and ServiceMeshMember resources to include additional namespaces into the mesh. A namespace can only be included in a single mesh, and multiple meshes can be installed in a single OpenShift cluster.

Typical service mesh deployments use a single control plane to configure communication between services in the mesh. Red Hat OpenShift Service Mesh supports “soft multitenancy”, where there is one control plane and one mesh per tenant, and there can be multiple independent control planes within the cluster. Multitenant deployments specify the projects that can access the Service Mesh and isolate the Service Mesh from other control plane instances.

The cluster administrator gets control and visibility across all the Istio control planes, while the tenant administrator only gets control over their specific Service Mesh, Kiali, and Jaeger instances.

You can grant a team permission to deploy its workloads only to a given namespace or set of namespaces. If granted the mesh-user role by the service mesh administrator, users can create a ServiceMeshMember resource to add namespaces to the ServiceMeshMemberRoll.

1.4.4. Multimesh or federated deployment model

Federation is a deployment model that lets you share services and workloads between separate meshes managed in distinct administrative domains.

The Istio multi-cluster model requires a high level of trust between meshes and remote access to all Kubernetes API servers on which the individual meshes reside. Red Hat OpenShift Service Mesh federation takes an opinionated approach to a multi-cluster implementation of Service Mesh that assumes minimal trust between meshes.

A federated mesh is a group of meshes behaving as a single mesh. The services in each mesh can be unique services, for example a mesh adding services by importing them from another mesh, can provide additional workloads for the same services across the meshes, providing high availability, or a combination of both. All meshes that are joined into a federated mesh remain managed individually, and you must explicitly configure which services are exported to and imported from other meshes in the federation. Support functions such as certificate generation, metrics and trace collection remain local in their respective meshes.

1.5. Service Mesh and Istio differences

Red Hat OpenShift Service Mesh differs from an installation of Istio to provide additional features or to handle differences when deploying on OpenShift Container Platform.

1.5.1. Differences between Istio and Red Hat OpenShift Service Mesh

The following features are different in Service Mesh and Istio.

1.5.1.1. Command line tool

The command line tool for Red Hat OpenShift Service Mesh is oc.  Red Hat OpenShift Service Mesh does not support istioctl.

1.5.1.2. Installation and upgrades

Red Hat OpenShift Service Mesh does not support Istio installation profiles.

Red Hat OpenShift Service Mesh does not support canary upgrades of the service mesh.

1.5.1.3. Automatic injection

The upstream Istio community installation automatically injects the sidecar into pods within the projects you have labeled.

Red Hat OpenShift Service Mesh does not automatically inject the sidecar to any pods, but requires you to opt in to injection using an annotation without labeling projects. This method requires fewer privileges and does not conflict with other OpenShift capabilities such as builder pods. To enable automatic injection you specify the sidecar.istio.io/inject annotation as described in the Automatic sidecar injection section.

1.5.1.4. Istio Role Based Access Control features

Istio Role Based Access Control (RBAC) provides a mechanism you can use to control access to a service. You can identify subjects by user name or by specifying a set of properties and apply access controls accordingly.

The upstream Istio community installation includes options to perform exact header matches, match wildcards in headers, or check for a header containing a specific prefix or suffix.

Red Hat OpenShift Service Mesh extends the ability to match request headers by using a regular expression. Specify a property key of request.regex.headers with a regular expression.

Upstream Istio community matching request headers example

apiVersion: security.istio.io/v1beta1
kind: AuthorizationPolicy
metadata:
  name: httpbin-usernamepolicy
spec:
  action: ALLOW
  rules:
    - when:
        - key: 'request.regex.headers[username]'
          values:
            - "allowed.*"
  selector:
    matchLabels:
      app: httpbin

1.5.1.5. OpenSSL

Red Hat OpenShift Service Mesh replaces BoringSSL with OpenSSL. OpenSSL is a software library that contains an open source implementation of the Secure Sockets Layer (SSL) and Transport Layer Security (TLS) protocols. The Red Hat OpenShift Service Mesh Proxy binary dynamically links the OpenSSL libraries (libssl and libcrypto) from the underlying Red Hat Enterprise Linux operating system.

1.5.1.6. External workloads

Red Hat OpenShift Service Mesh does not support external workloads (virtual machines).

1.5.1.7. Component modifications

  • A maistra-version label has been added to all resources.
  • All Ingress resources have been converted to OpenShift Route resources.
  • Grafana, distributed tracing (Jaeger), and Kiali are enabled by default and exposed through OpenShift routes.
  • Godebug has been removed from all templates
  • The istio-multi ServiceAccount and ClusterRoleBinding have been removed, as well as the istio-reader ClusterRole.

1.5.1.8. Envoy filters

Red Hat OpenShift Service Mesh does not support EnvoyFilter configuration except where explicitly documented. Due to tight coupling with the underlying Envoy APIs, backward compatibility cannot be maintained. EnvoyFilter patches are very sensitive to the format of the Envoy configuration that is generated by Istio. If the configuration generated by Istio changes, it has the potential to break the application of the EnvoyFilter.

1.5.1.9. Envoy services

Red Hat OpenShift Service Mesh does not support QUIC-based services.

1.5.1.10. Istio Container Network Interface (CNI) plug-in

Red Hat OpenShift Service Mesh includes CNI plug-in, which provides you with an alternate way to configure application pod networking. The CNI plug-in replaces the init-container network configuration eliminating the need to grant service accounts and projects access to security context constraints (SCCs) with elevated privileges.

1.5.1.11. Routes for Istio Gateways

OpenShift routes for Istio Gateways are automatically managed in Red Hat OpenShift Service Mesh. Every time an Istio Gateway is created, updated or deleted inside the service mesh, an OpenShift route is created, updated or deleted.

A Red Hat OpenShift Service Mesh control plane component called Istio OpenShift Routing (IOR) synchronizes the gateway route. For more information, see Automatic route creation.

1.5.1.11.1. Catch-all domains

Catch-all domains ("*") are not supported. If one is found in the Gateway definition, Red Hat OpenShift Service Mesh will create the route, but will rely on OpenShift to create a default hostname. This means that the newly created route will not be a catch all ("*") route, instead it will have a hostname in the form <route-name>[-<project>].<suffix>. See the OpenShift Container Platform documentation for more information about how default hostnames work and how a cluster-admin can customize it. If you use Red Hat OpenShift Dedicated, refer to the Red Hat OpenShift Dedicated the dedicated-admin role.

1.5.1.11.2. Subdomains

Subdomains (e.g.: "*.domain.com") are supported. However this ability doesn’t come enabled by default in OpenShift Container Platform. This means that Red Hat OpenShift Service Mesh will create the route with the subdomain, but it will only be in effect if OpenShift Container Platform is configured to enable it.

1.5.1.11.3. Transport layer security

Transport Layer Security (TLS) is supported. This means that, if the Gateway contains a tls section, the OpenShift Route will be configured to support TLS.

1.5.1.11.4. WebAssembly Extensions

Red Hat OpenShift Service Mesh 2.0 introduces WebAssembly extensions to Envoy Proxy as a Technology Preview. Note that WASM extensions are not included in the proxy binary and that WASM filters from the upstream Istio community are not supported in Red Hat OpenShift Service Mesh 2.0.

Additional resources

1.5.2. Multitenant installations

Whereas upstream Istio takes a single tenant approach, Red Hat OpenShift Service Mesh supports multiple independent control planes within the cluster. Red Hat OpenShift Service Mesh uses a multitenant operator to manage the control plane lifecycle.

Red Hat OpenShift Service Mesh installs a multitenant control plane by default. You specify the projects that can access the Service Mesh, and isolate the Service Mesh from other control plane instances.

1.5.2.1. Multitenancy versus cluster-wide installations

The main difference between a multitenant installation and a cluster-wide installation is the scope of privileges used by the control plane deployments, for example, Galley and Pilot. The components no longer use cluster-scoped Role Based Access Control (RBAC) resource ClusterRoleBinding.

Every project in the ServiceMeshMemberRoll members list will have a RoleBinding for each service account associated with the control plane deployment and each control plane deployment will only watch those member projects. Each member project has a maistra.io/member-of label added to it, where the member-of value is the project containing the control plane installation.

Red Hat OpenShift Service Mesh configures each member project to ensure network access between itself, the control plane, and other member projects. The exact configuration differs depending on how OpenShift Container Platform software-defined networking (SDN) is configured. See About OpenShift SDN for additional details.

If the OpenShift Container Platform cluster is configured to use the SDN plug-in:

  • NetworkPolicy: Red Hat OpenShift Service Mesh creates a NetworkPolicy resource in each member project allowing ingress to all pods from the other members and the control plane. If you remove a member from Service Mesh, this NetworkPolicy resource is deleted from the project.

    Note

    This also restricts ingress to only member projects. If you require ingress from non-member projects, you need to create a NetworkPolicy to allow that traffic through.

  • Multitenant: Red Hat OpenShift Service Mesh joins the NetNamespace for each member project to the NetNamespace of the control plane project (the equivalent of running oc adm pod-network join-projects --to control-plane-project member-project). If you remove a member from the Service Mesh, its NetNamespace is isolated from the control plane (the equivalent of running oc adm pod-network isolate-projects member-project).
  • Subnet: No additional configuration is performed.

1.5.2.2. Cluster scoped resources

Upstream Istio has two cluster scoped resources that it relies on. The MeshPolicy and the ClusterRbacConfig. These are not compatible with a multitenant cluster and have been replaced as described below.

  • ServiceMeshPolicy replaces MeshPolicy for configuration of control-plane-wide authentication policies. This must be created in the same project as the control plane.
  • ServicemeshRbacConfig replaces ClusterRbacConfig for configuration of control-plane-wide role based access control. This must be created in the same project as the control plane.

1.5.3. Kiali and service mesh

Installing Kiali via the Service Mesh on OpenShift Container Platform differs from community Kiali installations in multiple ways. These modifications are sometimes necessary to resolve issues, provide additional features, or to handle differences when deploying on OpenShift Container Platform.

  • Kiali has been enabled by default.
  • Ingress has been enabled by default.
  • Updates have been made to the Kiali ConfigMap.
  • Updates have been made to the ClusterRole settings for Kiali.
  • Do not edit the ConfigMap, because your changes might be overwritten by the Service Mesh or Kiali Operators. Files that the Kiali Operator manages have a kiali.io/` label or annotation. Updating the Operator files should be restricted to those users with cluster-admin privileges. If you use Red Hat OpenShift Dedicated, updating the Operator files should be restricted to those users with dedicated-admin privileges.

1.5.4. Distributed tracing and service mesh

Installing the distributed tracing platform with the Service Mesh on OpenShift Container Platform differs from community Jaeger installations in multiple ways. These modifications are sometimes necessary to resolve issues, provide additional features, or to handle differences when deploying on OpenShift Container Platform.

  • Distributed tracing has been enabled by default for Service Mesh.
  • Ingress has been enabled by default for Service Mesh.
  • The name for the Zipkin port name has changed to jaeger-collector-zipkin (from http)
  • Jaeger uses Elasticsearch for storage by default when you select either the production or streaming deployment option.
  • The community version of Istio provides a generic "tracing" route. Red Hat OpenShift Service Mesh uses a "jaeger" route that is installed by the Red Hat OpenShift distributed tracing platform Operator and is already protected by OAuth.
  • Red Hat OpenShift Service Mesh uses a sidecar for the Envoy proxy, and Jaeger also uses a sidecar, for the Jaeger agent. These two sidecars are configured separately and should not be confused with each other. The proxy sidecar creates spans related to the pod’s ingress and egress traffic. The agent sidecar receives the spans emitted by the application and sends them to the Jaeger Collector.

1.6. Preparing to install Service Mesh

Before you can install Red Hat OpenShift Service Mesh, you must subscribe to OpenShift Container Platform and install OpenShift Container Platform in a supported configuration.

1.6.1. Prerequisites

1.6.2. Supported configurations

The following configurations are supported for the current release of Red Hat OpenShift Service Mesh.

1.6.2.1. Supported platforms

  • OpenShift Container Platform version 4.6 or later.
  • Red Hat OpenShift Dedicated version 4.
  • Azure Red Hat OpenShift version 4.

For additional information about Red Hat OpenShift Service Mesh lifecycle and supported platforms, refer to the Support Policy.

1.6.2.2. Unsupported configurations

Explicitly unsupported cases include:

  • OpenShift Online is not supported for Red Hat OpenShift Service Mesh.
  • Red Hat OpenShift Service Mesh does not support the management of microservices outside the cluster where Service Mesh is running.

1.6.2.3. Supported network configurations

Red Hat OpenShift Service Mesh supports the following network configurations.

  • OpenShift-SDN
  • OVN-Kubernetes is supported on OpenShift Container Platform 4.7.32+, OpenShift Container Platform 4.8.12+, and OpenShift Container Platform 4.9+.
  • Third-Party Container Network Interface (CNI) plug-ins that have been certified on OpenShift Container Platform and passed Service Mesh conformance testing. See Certified OpenShift CNI Plug-ins for more information.

1.6.2.4. Supported configurations for Service Mesh

  • This release of Red Hat OpenShift Service Mesh is only available on OpenShift Container Platform x86_64, IBM Z, and IBM Power Systems.

    • IBM Z is only supported on OpenShift Container Platform 4.6 and later.
    • IBM Power Systems is only supported on OpenShift Container Platform 4.6 and later.
  • Configurations where all Service Mesh components are contained within a single OpenShift Container Platform cluster.
  • Configurations that do not integrate external services such as virtual machines.
  • Red Hat OpenShift Service Mesh does not support EnvoyFilter configuration except where explicitly documented.

1.6.2.5. Supported configurations for Kiali

  • The Kiali observability console is only supported on the two most recent releases of the Chrome, Edge, Firefox, or Safari browsers.

1.6.2.6. Supported configurations for Distributed Tracing

  • Jaeger agent as a sidecar is the only supported configuration for Jaeger. Jaeger as a daemonset is not supported for multitenant installations or OpenShift Dedicated.

1.6.2.7. Supported WebAssembly module

  • 3scale WebAssembly is the only provided WebAssembly module. You can create custom WebAssembly modules.

1.6.3. Next steps

1.7. Installing the Operators

To install Red Hat OpenShift Service Mesh, first install the required Operators on OpenShift Container Platform and then create a ServiceMeshControlPlane resource to deploy the control plane.

Note

This basic installation is configured based on the default OpenShift settings and is not designed for production use.  Use this default installation to verify your installation, and then configure your service mesh for your specific environment.

Prerequisites

The following steps show how to install a basic instance of Red Hat OpenShift Service Mesh on OpenShift Container Platform.

1.7.1. Operator overview

Red Hat OpenShift Service Mesh requires the following four Operators:

  • OpenShift Elasticsearch - (Optional) Provides database storage for tracing and logging with the distributed tracing platform. It is based on the open source Elasticsearch project.
  • Red Hat OpenShift distributed tracing platform - Provides distributed tracing to monitor and troubleshoot transactions in complex distributed systems. It is based on the open source Jaeger project.
  • Kiali - Provides observability for your service mesh. Allows you to view configurations, monitor traffic, and analyze traces in a single console. It is based on the open source Kiali project.
  • Red Hat OpenShift Service Mesh - Allows you to connect, secure, control, and observe the microservices that comprise your applications. The Service Mesh Operator defines and monitors the ServiceMeshControlPlane resources that manage the deployment, updating, and deletion of the Service Mesh components. It is based on the open source Istio project.
Warning

Do not install Community versions of the Operators. Community Operators are not supported.

1.7.2. Installing the Operators

To install Red Hat OpenShift Service Mesh, install following Operators in this order. Repeat the procedure for each Operator.

  • OpenShift Elasticsearch
  • Red Hat OpenShift distributed tracing platform
  • Kiali
  • Red Hat OpenShift Service Mesh

Procedure

  1. Log in to the OpenShift Container Platform web console as a user with the cluster-admin role.
  2. In the OpenShift Container Platform web console, click OperatorsOperatorHub.
  3. Type the name of the Operator into the filter box and select the Red Hat version of the Operator. Community versions of the Operators are not supported.
  4. Click Install.

    Note

    If you have already installed the OpenShift Elasticsearch Operator as part of OpenShift Logging, you do not need to install the OpenShift Elasticsearch Operator again. The Red Hat OpenShift distributed tracing platform Operator will create the Elasticsearch instance using the installed OpenShift Elasticsearch Operator.

  5. On the Install Operator page, select installation options.

    1. For the OpenShift Elasticsearch Operator, in the Update Channel section, select stable-5.x.
    2. For the Red Hat OpenShift distributed tracing platform, Kiali, and Red Hat OpenShift Service Mesh Operators, accept the defaults.

      The Kiali and Red Hat OpenShift Service Mesh Operators are installed in the openshift-operators namespace. The Red Hat OpenShift distributed tracing platform is installed in the openshift-distributed-tracing namespace. The OpenShift Elasticsearch Operator is installed in the openshift-operators-redhat namespace.

  6. Click Install. Wait until the Operator has installed before repeating the steps for the next Operator in the list.
  7. After all you have installed all four Operators, click OperatorsInstalled Operators to verify that your Operators installed.

1.7.3. Next steps

Create a ServiceMeshControlPlane resource to configure the components of Service Mesh. For more information, see Creating the ServiceMeshControlPlane.

1.8. Creating the ServiceMeshControlPlane

You can deploy a basic installation of the ServiceMeshControlPlane by using either the OpenShift Container Platform web console or from the command line using the oc client tool.

Note

This basic installation is configured based on the default OpenShift settings and is not designed for production use. Use this default installation to verify your installation, and then configure your ServiceMeshControlPlane for your environment.

Note

The Service Mesh documentation uses istio-system as the example project, but you can deploy the service mesh to any project.

1.8.1. Deploying the control plane from the web console

You can deploy a basic ServiceMeshControlPlane by using the web console. In this example, istio-system is the name of the control plane project.

Prerequisites

  • The Red Hat OpenShift Service Mesh Operator must be installed.
  • An account with the cluster-admin role.

Procedure

  1. Log in to the OpenShift Container Platform web console as a user with the cluster-admin role. If you use Red Hat OpenShift Dedicated, you must have an account with the dedicated-admin role.
  2. Create a project named istio-system.

    1. Navigate to HomeProjects.
    2. Click Create Project.
    3. In the Name field, enter istio-system. The ServiceMeshControlPlane resource must be installed in a project that is separate from your microservices and Operators.

      These steps use istio-system as an example, but you can deploy your control plane in any project as long as it is separate from the project that contains your services.

    4. Click Create.
  3. Navigate to OperatorsInstalled Operators.
  4. Click the Red Hat OpenShift Service Mesh Operator, then click Istio Service Mesh Control Plane.
  5. On the Istio Service Mesh Control Plane tab, click Create ServiceMeshControlPlane.
  6. On the Create ServiceMeshControlPlane page, accept the default control plane version to take advantage of the features available in the most current version of the product. The version of the control plane determines the features available regardless of the version of the Operator.

    You can configure ServiceMeshControlPlane settings later. For more information, see Configuring Red Hat OpenShift Service Mesh.

    1. Click Create. The Operator creates pods, services, and Service Mesh control plane components based on your configuration parameters.
  7. To verify the control plane installed correctly, click the Istio Service Mesh Control Plane tab.

    1. Click the name of the new control plane.
    2. Click the Resources tab to see the Red Hat OpenShift Service Mesh control plane resources the Operator created and configured.

1.8.2. Deploying the control plane from the CLI

You can deploy a basic ServiceMeshControlPlane from the command line.

Prerequisites

  • The Red Hat OpenShift Service Mesh Operator must be installed.
  • Access to the OpenShift CLI (oc).

Procedure

  1. Log in to the OpenShift Container Platform CLI as a user with the cluster-admin role. If you use Red Hat OpenShift Dedicated, you must have an account with the dedicated-admin role.

    $ oc login https://<HOSTNAME>:6443
  2. Create a project named istio-system.

    $ oc new-project istio-system
  3. Create a ServiceMeshControlPlane file named istio-installation.yaml using the following example. The version of the control plane determines the features available regardless of the version of the Operator.

    Example version 2.1 istio-installation.yaml

    apiVersion: maistra.io/v2
    kind: ServiceMeshControlPlane
    metadata:
      name: basic
      namespace: istio-system
    spec:
      version: v2.1
      tracing:
        type: Jaeger
        sampling: 10000
      addons:
        jaeger:
          name: jaeger
          install:
            storage:
              type: Memory
        kiali:
          enabled: true
          name: kiali
        grafana:
          enabled: true

  4. Run the following command to deploy the control plane, where <istio_installation.yaml> includes the full path to your file.

    $ oc create -n istio-system -f <istio_installation.yaml>
  5. To watch the progress of the pod deployment, run the following command:

    $ oc get pods -n istio-system -w

    You should see output similar to the following:

    NAME                                   READY   STATUS    RESTARTS   AGE
    grafana-b4d59bd7-mrgbr                 2/2     Running   0          65m
    istio-egressgateway-678dc97b4c-wrjkp   1/1     Running   0          108s
    istio-ingressgateway-b45c9d54d-4qg6n   1/1     Running   0          108s
    istiod-basic-55d78bbbcd-j5556          1/1     Running   0          108s
    jaeger-67c75bd6dc-jv6k6                2/2     Running   0          65m
    kiali-6476c7656c-x5msp                 1/1     Running   0          43m
    prometheus-58954b8d6b-m5std            2/2     Running   0          66m
    wasm-cacher-basic-8c986c75-vj2cd       1/1     Running   0          65m

1.8.3. Validating your SMCP installation with the CLI

You can validate the creation of the ServiceMeshControlPlane from the command line.

Procedure

  1. Log in to the OpenShift Container Platform CLI as a user with the cluster-admin role. If you use Red Hat OpenShift Dedicated, you must have an account with the dedicated-admin role.

    $ oc login https://<HOSTNAME>:6443
  2. Run the following command to verify the control plane installation, where istio-system is the namespace where you installed the service mesh control plane.

    $ oc get smcp -n istio-system

    The installation has finished successfully when the STATUS column is ComponentsReady.

    NAME    READY   STATUS            PROFILES      VERSION   AGE
    basic   10/10   ComponentsReady   ["default"]   2.1.1     66m

1.8.4. Validating your SMCP installation with Kiali

You can use the Kiali console to validate your Service Mesh installation. The Kiali console offers several ways to validate your Service Mesh components are deployed and configured properly.

Procedure

  1. Log in to the OpenShift Container Platform web console as a user with cluster-admin rights. If you use Red Hat OpenShift Dedicated, you must have an account with the dedicated-admin role.
  2. Navigate to NetworkingRoutes.
  3. On the Routes page, select the control plane project, for example istio-system, from the Namespace menu.

    The Location column displays the linked address for each route.

  4. If necessary, use the filter to find the route for the Kiali console. Click the route Location to launch the console.
  5. Click Log In With OpenShift.

    When you first log in to the Kiali Console, you see the Overview page which displays all the namespaces in your service mesh that you have permission to view. When there are multiple namespaces shown on the Overview page, Kiali shows namespaces with health or validation problems first.

    Figure 1.1. Kiali Overview page

    Kiali Overview page showing istio-system

    The tile for each namespace displays the number of labels, the Istio Config health, the number of and Applications health, and Traffic for the namespace. If you are validating the console installation and namespaces have not yet been added to the mesh, there might not be any data to display other than istio-system.

  6. Kiali has four dashboards specifically for the namespace where the service mesh control plane is installed. To view these dashboards, click the Options menu kebab on the tile for the control plane namespace, for example, istio-system, and select one of the following options:

    • Istio Mesh Dashboard
    • Istio Control Plane Dashboard
    • Istio Performance Dashboard
    • Istio Wasm Exetension Dashboard

      Figure 1.2. Grafana Istio Control Plane Dashboard

      Istio Control Plane Dashboard showing data for bookinfo sample project

      Kiali also installs two additional Grafana dashboards, available from the Grafana Home page:

    • Istio Workload Dashboard
    • Istio Service Dashboard
  7. To view the service mesh control plane nodes, click the Graph page, select the Namespace where you installed the ServiceMeshControlPlane from the menu, for example istio-system.

    1. If necessary, click Display idle nodes.
    2. To learn more about the Graph page, click the Graph tour link.
    3. To view the mesh topology, select one or more additional namespaces from the Service Mesh Member Roll from the Namespace menu.
  8. To view the list of applications in the istio-system namespace, click the Applications page. Kiali displays the health of the applications.

    1. Hover your mouse over the information icon to view any additional information noted in the Details column.
  9. To view the list of workloads in the istio-system namespace, click the Workloads page. Kiali displays the health of the workloads.

    1. Hover your mouse over the information icon to view any additional information noted in the Details column.
  10. To view the list of services in the istio-system namespace, click the Services page. Kiali displays the health of the services and of the configurations.

    1. Hover your mouse over the information icon to view any additional information noted in the Details column.
  11. To view a list of the Istio Configuration objects in the istio-system namespace, click the Istio Config page. Kiali displays the health of the configuration.

    1. If there are configuration errors, click the row and Kiali opens the configuration file with the error highlighted.

1.8.5. Additional resources

Red Hat OpenShift Service Mesh supports multiple independent control planes within the cluster. You can create reusable configurations with ServiceMeshControlPlane profiles. For more information, see Creating control plane profiles.

1.8.6. Next steps

Create a ServiceMeshMemberRoll resource to specify the namespaces associated with the Service Mesh. For more information, see Adding services to a service mesh.

1.9. Adding services to a service mesh

After installing the Operators and ServiceMeshControlPlane resource, add applications, workloads, or services to your mesh by creating a ServiceMeshMemberRoll resource and specifying the namespaces where your content is located. If you already have an application, workload, or service to add to a ServiceMeshMemberRoll resource, use the following steps. Or, to install a sample application called Bookinfo and add it to a ServiceMeshMemberRoll resource, skip to the tutorial for installing the Bookinfo example application to see how an application works in Red Hat OpenShift Service Mesh.

The items listed in the ServiceMeshMemberRoll resource are the applications and workflows that are managed by the ServiceMeshControlPlane resource. The control plane, which includes the Service Mesh Operators, Istiod, and ServiceMeshControlPlane, and the data plane, which includes applications and Envoy proxy, must be in separate namespaces.

Note

After you add the namespace to the ServiceMeshMemberRoll, access to services or pods in that namespace will not be accessible to callers outside the service mesh.

1.9.1. Creating the Red Hat OpenShift Service Mesh member roll

The ServiceMeshMemberRoll lists the projects that belong to the control plane. Only projects listed in the ServiceMeshMemberRoll are affected by the control plane. A project does not belong to a service mesh until you add it to the member roll for a particular control plane deployment.

You must create a ServiceMeshMemberRoll resource named default in the same project as the ServiceMeshControlPlane, for example istio-system.

1.9.1.1. Creating the member roll from the web console

You can add one or more projects to the Service Mesh member roll from the web console. In this example, istio-system is the name of the control plane project.

Prerequisites

  • An installed, verified Red Hat OpenShift Service Mesh Operator.
  • List of existing projects to add to the service mesh.

Procedure

  1. Log in to the OpenShift Container Platform web console.
  2. If you do not already have services for your mesh, or you are starting from scratch, create a project for your applications. It must be different from the project where you installed the control plane.

    1. Navigate to HomeProjects.
    2. Enter a name in the Name field.
    3. Click Create.
  3. Navigate to OperatorsInstalled Operators.
  4. Click the Project menu and choose the project where your ServiceMeshControlPlane resource is deployed from the list, for example istio-system.
  5. Click the Red Hat OpenShift Service Mesh Operator.
  6. Click the Istio Service Mesh Member Roll tab.
  7. Click Create ServiceMeshMemberRoll
  8. Click Members, then enter the name of your project in the Value field. You can add any number of projects, but a project can only belong to one ServiceMeshMemberRoll resource.
  9. Click Create.

1.9.1.2. Creating the member roll from the CLI

You can add a project to the ServiceMeshMemberRoll from the command line.

Prerequisites

  • An installed, verified Red Hat OpenShift Service Mesh Operator.
  • List of projects to add to the service mesh.
  • Access to the OpenShift CLI (oc).

Procedure

  1. Log in to the OpenShift Container Platform CLI.

    $ oc login https://<HOSTNAME>:6443
  2. If you do not already have services for your mesh, or you are starting from scratch, create a project for your applications. It must be different from the project where you installed the control plane.

    $ oc new-project <your-project>
  3. To add your projects as members, modify the following example YAML. You can add any number of projects, but a project can only belong to one ServiceMeshMemberRoll resource. In this example, istio-system is the name of the control plane project.

    Example servicemeshmemberroll-default.yaml

    apiVersion: maistra.io/v1
    kind: ServiceMeshMemberRoll
    metadata:
      name: default
      namespace: istio-system
    spec:
      members:
        # a list of projects joined into the service mesh
        - your-project-name
        - another-project-name

  4. Run the following command to upload and create the ServiceMeshMemberRoll resource in the istio-system namespace.

    $ oc create -n istio-system -f servicemeshmemberroll-default.yaml
  5. Run the following command to verify the ServiceMeshMemberRoll was created successfully.

    $ oc get smmr -n istio-system default

    The installation has finished successfully when the STATUS column is Configured.

1.9.2. Adding or removing projects from the service mesh

You can add or remove projects from an existing Service Mesh ServiceMeshMemberRoll resource using the web console.

  • You can add any number of projects, but a project can only belong to one ServiceMeshMemberRoll resource.
  • The ServiceMeshMemberRoll resource is deleted when its corresponding ServiceMeshControlPlane resource is deleted.

1.9.2.1. Adding or removing projects from the member roll using the web console

Prerequisites

  • An installed, verified Red Hat OpenShift Service Mesh Operator.
  • An existing ServiceMeshMemberRoll resource.
  • Name of the project with the ServiceMeshMemberRoll resource.
  • Names of the projects you want to add or remove from the mesh.

Procedure

  1. Log in to the OpenShift Container Platform web console.
  2. Navigate to OperatorsInstalled Operators.
  3. Click the Project menu and choose the project where your ServiceMeshControlPlane resource is deployed from the list, for example istio-system.
  4. Click the Red Hat OpenShift Service Mesh Operator.
  5. Click the Istio Service Mesh Member Roll tab.
  6. Click the default link.
  7. Click the YAML tab.
  8. Modify the YAML to add or remove projects as members. You can add any number of projects, but a project can only belong to one ServiceMeshMemberRoll resource.
  9. Click Save.
  10. Click Reload.

1.9.2.2. Adding or removing projects from the member roll using the CLI

You can modify an existing Service Mesh member roll using the command line.

Prerequisites

  • An installed, verified Red Hat OpenShift Service Mesh Operator.
  • An existing ServiceMeshMemberRoll resource.
  • Name of the project with the ServiceMeshMemberRoll resource.
  • Names of the projects you want to add or remove from the mesh.
  • Access to the OpenShift CLI (oc).

Procedure

  1. Log in to the OpenShift Container Platform CLI.
  2. Edit the ServiceMeshMemberRoll resource.

    $ oc edit smmr -n <controlplane-namespace>
  3. Modify the YAML to add or remove projects as members. You can add any number of projects, but a project can only belong to one ServiceMeshMemberRoll resource.

    Example servicemeshmemberroll-default.yaml

    apiVersion: maistra.io/v1
    kind: ServiceMeshMemberRoll
    metadata:
      name: default
      namespace: istio-system #control plane project
    spec:
      members:
        # a list of projects joined into the service mesh
        - your-project-name
        - another-project-name

1.9.3. Bookinfo example application

The Bookinfo example application allows you to test your Red Hat OpenShift Service Mesh 2.1.3 installation on OpenShift Container Platform.

The Bookinfo application displays information about a book, similar to a single catalog entry of an online book store. The application displays a page that describes the book, book details (ISBN, number of pages, and other information), and book reviews.

The Bookinfo application consists of these microservices:

  • The productpage microservice calls the details and reviews microservices to populate the page.
  • The details microservice contains book information.
  • The reviews microservice contains book reviews. It also calls the ratings microservice.
  • The ratings microservice contains book ranking information that accompanies a book review.

There are three versions of the reviews microservice:

  • Version v1 does not call the ratings Service.
  • Version v2 calls the ratings Service and displays each rating as one to five black stars.
  • Version v3 calls the ratings Service and displays each rating as one to five red stars.

1.9.3.1. Installing the Bookinfo application

This tutorial walks you through how to create a sample application by creating a project, deploying the Bookinfo application to that project, and viewing the running application in Service Mesh.

Prerequisites:

  • OpenShift Container Platform 4.1 or higher installed.
  • Red Hat OpenShift Service Mesh 2.1.3 installed.
  • Access to the OpenShift CLI (oc).
  • An account with the cluster-admin role.
Note

The Bookinfo sample application cannot be installed on IBM Z and IBM Power Systems.

Note

The commands in this section assume the control plane project is istio-system. If you installed the control plane in another namespace, edit each command before you run it.

Procedure

  1. Log in to the OpenShift Container Platform web console as a user with cluster-admin rights. If you use Red Hat OpenShift Dedicated, you must have an account with the dedicated-admin role.
  2. Click HomeProjects.
  3. Click Create Project.
  4. Enter bookinfo as the Project Name, enter a Display Name, and enter a Description, then click Create.

    • Alternatively, you can run this command from the CLI to create the bookinfo project.

      $ oc new-project bookinfo
  5. Click OperatorsInstalled Operators.
  6. Click the Project menu and use the control plane namespace. In this example, use istio-system.
  7. Click the Red Hat OpenShift Service Mesh Operator.
  8. Click the Istio Service Mesh Member Roll tab.

    1. If you have already created a Istio Service Mesh Member Roll, click the name, then click the YAML tab to open the YAML editor.
    2. If you have not created a ServiceMeshMemberRoll, click Create ServiceMeshMemberRoll.
  9. Click Members, then enter the name of your project in the Value field.
  10. Click Create to save the updated Service Mesh Member Roll.

    1. Or, save the following example to a YAML file.

      Bookinfo ServiceMeshMemberRoll example servicemeshmemberroll-default.yaml

      apiVersion: maistra.io/v1
      kind: ServiceMeshMemberRoll
      metadata:
        name: default
      spec:
        members:
        - bookinfo

    2. Run the following command to upload that file and create the ServiceMeshMemberRoll resource in the istio-system namespace. In this example, istio-system is the name of the control plane project.

      $ oc create -n istio-system -f servicemeshmemberroll-default.yaml
  11. Run the following command to verify the ServiceMeshMemberRoll was created successfully.

    $ oc get smmr -n istio-system -o wide

    The installation has finished successfully when the STATUS column is Configured.

    NAME      READY   STATUS       AGE   MEMBERS
    default   1/1     Configured   70s   ["bookinfo"]
  12. From the CLI, deploy the Bookinfo application in the `bookinfo` project by applying the bookinfo.yaml file:

    $ oc apply -n bookinfo -f https://raw.githubusercontent.com/Maistra/istio/maistra-2.1/samples/bookinfo/platform/kube/bookinfo.yaml

    You should see output similar to the following:

    service/details created
    serviceaccount/bookinfo-details created
    deployment.apps/details-v1 created
    service/ratings created
    serviceaccount/bookinfo-ratings created
    deployment.apps/ratings-v1 created
    service/reviews created
    serviceaccount/bookinfo-reviews created
    deployment.apps/reviews-v1 created
    deployment.apps/reviews-v2 created
    deployment.apps/reviews-v3 created
    service/productpage created
    serviceaccount/bookinfo-productpage created
    deployment.apps/productpage-v1 created
  13. Create the ingress gateway by applying the bookinfo-gateway.yaml file:

    $ oc apply -n bookinfo -f https://raw.githubusercontent.com/Maistra/istio/maistra-2.1/samples/bookinfo/networking/bookinfo-gateway.yaml

    You should see output similar to the following:

    gateway.networking.istio.io/bookinfo-gateway created
    virtualservice.networking.istio.io/bookinfo created
  14. Set the value for the GATEWAY_URL parameter:

    $ export GATEWAY_URL=$(oc -n istio-system get route istio-ingressgateway -o jsonpath='{.spec.host}')

1.9.3.2. Adding default destination rules

Before you can use the Bookinfo application, you must first add default destination rules. There are two preconfigured YAML files, depending on whether or not you enabled mutual transport layer security (TLS) authentication.

Procedure

  1. To add destination rules, run one of the following commands:

    • If you did not enable mutual TLS:

      $ oc apply -n bookinfo -f https://raw.githubusercontent.com/Maistra/istio/maistra-2.1/samples/bookinfo/networking/destination-rule-all.yaml
    • If you enabled mutual TLS:

      $ oc apply -n bookinfo -f https://raw.githubusercontent.com/Maistra/istio/maistra-2.1/samples/bookinfo/networking/destination-rule-all-mtls.yaml

      You should see output similar to the following:

      destinationrule.networking.istio.io/productpage created
      destinationrule.networking.istio.io/reviews created
      destinationrule.networking.istio.io/ratings created
      destinationrule.networking.istio.io/details created

1.9.3.3. Verifying the Bookinfo installation

To confirm that the sample Bookinfo application was successfully deployed, perform the following steps.

Prerequisites

  • Red Hat OpenShift Service Mesh installed.
  • Complete the steps for installing the Bookinfo sample app.

Procedure from CLI

  1. Log in to the OpenShift Container Platform CLI.
  2. Verify that all pods are ready with this command:

    $ oc get pods -n bookinfo

    All pods should have a status of Running. You should see output similar to the following:

    NAME                              READY   STATUS    RESTARTS   AGE
    details-v1-55b869668-jh7hb        2/2     Running   0          12m
    productpage-v1-6fc77ff794-nsl8r   2/2     Running   0          12m
    ratings-v1-7d7d8d8b56-55scn       2/2     Running   0          12m
    reviews-v1-868597db96-bdxgq       2/2     Running   0          12m
    reviews-v2-5b64f47978-cvssp       2/2     Running   0          12m
    reviews-v3-6dfd49b55b-vcwpf       2/2     Running   0          12m
  3. Run the following command to retrieve the URL for the product page:

    echo "http://$GATEWAY_URL/productpage"
  4. Copy and paste the output in a web browser to verify the Bookinfo product page is deployed.

Procedure from Kiali web console

  1. Obtain the address for the Kiali web console.

    1. Log in to the OpenShift Container Platform web console as a user with cluster-admin rights. If you use Red Hat OpenShift Dedicated, you must have an account with the dedicated-admin role.
    2. Navigate to NetworkingRoutes.
    3. On the Routes page, select the control plane project, for example istio-system, from the Namespace menu.

      The Location column displays the linked address for each route.

    4. Click the link in the Location column for Kiali.
    5. Click Log In With OpenShift. The Kiali Overview screen presents tiles for each project namespace.
  2. In Kiali, click Graph.
  3. Select bookinfo from the Namespace list, and App graph from the Graph Type list.
  4. Click Display idle nodes from the Display menu.

    This displays nodes that are defined but have not received or sent requests. It can confirm that an application is properly defined, but that no request traffic has been reported.

    Kiali displaying bookinfo application
    • Use the Duration menu to increase the time period to help ensure older traffic is captured.
    • Use the Refresh Rate menu to refresh traffic more or less often, or not at all.
  5. Click Services, Workloads or Istio Config to see list views of bookinfo components, and and confirm that they are healthy.

1.9.3.4. Removing the Bookinfo application

Follow these steps to remove the Bookinfo application.

Prerequisites

  • OpenShift Container Platform 4.1 or higher installed.
  • Red Hat OpenShift Service Mesh 2.1.3 installed.
  • Access to the OpenShift CLI (oc).
1.9.3.4.1. Delete the Bookinfo project

Procedure

  1. Log in to the OpenShift Container Platform web console.
  2. Click to HomeProjects.
  3. Click the bookinfo menu kebab , and then click Delete Project.
  4. Type bookinfo in the confirmation dialog box, and then click Delete.

    • Alternatively, you can run this command from the CLI to create the bookinfo project.

      $ oc delete project bookinfo
1.9.3.4.2. Remove the Bookinfo project from the Service Mesh member roll

Procedure

  1. Log in to the OpenShift Container Platform web console.
  2. Click OperatorsInstalled Operators.
  3. Click the Project menu and choose istio-system from the list.
  4. Click the Istio Service Mesh Member Roll link under Provided APIS for the Red Hat OpenShift Service Mesh Operator.
  5. Click the ServiceMeshMemberRoll menu kebab and select Edit Service Mesh Member Roll.
  6. Edit the default Service Mesh Member Roll YAML and remove bookinfo from the members list.

    • Alternatively, you can run this command from the CLI to remove the bookinfo project from the ServiceMeshMemberRoll. In this example, istio-system is the name of the control plane project.

      $ oc -n istio-system patch --type='json' smmr default -p '[{"op": "remove", "path": "/spec/members", "value":["'"bookinfo"'"]}]'
  7. Click Save to update Service Mesh Member Roll.

1.9.4. Next steps

1.10. Enabling sidecar injection

After adding the namespaces that contain your services to your mesh, the next step is to enable automatic sidecar injection in the Deployment resource for your application. You must enable automatic sidecar injection for each deployment.

If you have installed the Bookinfo sample application, the application was deployed and the sidecars were injected as part of the installation procedure. If you are using your own project and service, deploy your applications on OpenShift Container Platform. For more information, see the OpenShift Container Platform documentation, Understanding Deployment and DeploymentConfig objects.

1.10.1. Prerequisites

1.10.2. Enabling automatic sidecar injection

When deploying an application, you must opt-in to injection by configuring the annotation sidecar.istio.io/inject in spec.template.metadata.annotations to true in the deployment object. Opting in ensures that the sidecar injection does not interfere with other OpenShift Container Platform features such as builder pods used by numerous frameworks within the OpenShift Container Platform ecosystem.

Prerequisites

  • Identify the namespaces that are part of your service mesh and the deployments that need automatic sidecar injection.

Procedure

  1. To find your deployments use the oc get command.

    $ oc get deployment -n <namespace>

    For example, to view the deployment file for the 'ratings-v1' microservice in the bookinfo namespace, use the following command to see the resource in YAML format.

    oc get deployment -n bookinfo ratings-v1 -o yaml
  2. Open the application’s deployment configuration YAML file in an editor.
  3. Add spec.template.metadata.annotations.sidecar.istio/inject to your Deployment YAML and set sidecar.istio.io/inject to true as shown in the following example.

    Example snippet from bookinfo deployment-ratings-v1.yaml

    apiVersion: apps/v1
    kind: Deployment
    metadata:
      name: ratings-v1
      namespace: bookinfo
      labels:
        app: ratings
        version: v1
    spec:
      template:
        metadata:
          annotations:
            sidecar.istio.io/inject: 'true'

  4. Save the Deployment configuration file.
  5. Add the file back to the project that contains your app.

    $ oc apply -n <namespace> -f deployment.yaml

    In this example, bookinfo is the name of the project that contains the ratings-v1 app and deployment-ratings-v1.yaml is the file you edited.

    $ oc apply -n bookinfo -f deployment-ratings-v1.yaml
  6. To verify that the resource uploaded successfully, run the following command.

    $ oc get deployment -n <namespace> <deploymentName> -o yaml

    For example,

    $ oc get deployment -n bookinfo ratings-v1 -o yaml

1.10.3. Validating sidecar injection

The Kiali console offers several ways to validate whether or not your applications, services, and workloads have a sidecar proxy.

Figure 1.3. Missing sidecar badge

The Graph page displays a node badge indicating a Missing Sidecar on the following graphs:

  • App graph
  • Versioned app graph
  • Workload graph

Figure 1.4. Missing sidecar icon

Missing Sidecar icon

The Applications page displays a Missing Sidecar icon in the Details column for any applications in a namespace that do not have a sidecar.

The Workloads page displays a Missing Sidecar icon in the Details column for any applications in a namespace that do not have a sidecar.

The Services page displays a Missing Sidecar icon in the Details column for any applications in a namespace that do not have a sidecar. When there are multiple versions of a service, you use the Service Details page to view Missing Sidecar icons.

The Workload Details page has a special unified Logs tab that lets you view and correlate application and proxy logs. You can view the Envoy logs as another way to validate sidecar injection for your application workloads.

The Workload Details page also has an Envoy tab for any workload that is an Envoy proxy or has been injected with an Envoy proxy. This tab displays a built-in Envoy dashboard that includes subtabs for Clusters, Listeners, Routes, Bootstrap, Config, and Metrics.

For information about enabling Envoy access logs, see the Troubleshooting section.

For information about viewing Envoy logs, see Viewing logs in the Kiali console

1.10.4. Setting proxy environment variables through annotations

Configuration for the Envoy sidecar proxies is managed by the ServiceMeshControlPlane.

You can set environment variables for the sidecar proxy for applications by adding pod annotations to the deployment in the injection-template.yaml file. The environment variables are injected to the sidecar.

Example injection-template.yaml

apiVersion: apps/v1
kind: Deployment
metadata:
  name: resource
spec:
  replicas: 7
  selector:
    matchLabels:
      app: resource
  template:
    metadata:
      annotations:
        sidecar.maistra.io/proxyEnv: "{ \"maistra_test_env\": \"env_value\", \"maistra_test_env_2\": \"env_value_2\" }"

Warning

You should never include maistra.io/ labels and annotations when creating your own custom resources. These labels and annotations indicate that the resources are generated and managed by the Operator. If you are copying content from an Operator-generated resource when creating your own resources, do not include labels or annotations that start with maistra.io/. Resources that include these labels or annotations will be overwritten or deleted by the Operator during the next reconciliation.

1.10.5. Updating sidecar proxies

In order to update the configuration for sidecar proxies the application administrator must restart the application pods.

If your deployment uses automatic sidecar injection, you can update the pod template in the deployment by adding or modifying an annotation. Run the following command to redeploy the pods:

$ oc patch deployment/<deployment> -p '{"spec":{"template":{"metadata":{"annotations":{"kubectl.kubernetes.io/restartedAt": "'`date -Iseconds`'"}}}}}'

If your deployment does not use automatic sidecar injection, you must manually update the sidecars by modifying the sidecar container image specified in the deployment or pod, and then restart the pods.

1.10.6. Next steps

Configure Red Hat OpenShift Service Mesh features for your environment.

1.11. Upgrading Service Mesh

To access the most current features of Red Hat OpenShift Service Mesh, upgrade to the current version, 2.1.3.

1.11.1. Understanding Service Mesh versions

In order to understand what version of Red Hat OpenShift Service Mesh you have deployed on your system, you need to understand how each of the component versions is managed.

The Red Hat OpenShift Service Mesh 2.x Operator supports both v1x and v2x service meshes.

  • Operator version - The current Operator version is 2.1.3. This version number only indicates the version of the currently installed Operator. This version number is controlled by the intersection of the Update Channel and Approval Strategy specified in your Operator subscription. The version of the Operator does not determine which version of the ServiceMeshControlPlane resource is deployed.

    Important

    Upgrading to the latest Operator version does not automatically upgrade your control plane to the latest version.

  • ServiceMeshControlPlane version - The same Operator supports multiple versions of the service mesh control plane. The service mesh control plane version controls the architecture and configuration settings that are used to install and deploy Red Hat OpenShift Service Mesh. To set or change the service mesh control plane version, you must deploy a new control plane. When you create the service mesh control plane you can select the version in one of two ways:

    • To configure in the Form View, select the version from the Control Plane Version menu.
    • To configure in the YAML View, set the value for spec.version in the YAML file.
  • Control Plane version - The version parameter specified within the SMCP resource file as spec.version. Supported versions are v1.1, v2.0, and v2.1.

Operator Lifecycle Manager (OLM) does not manage control plane upgrades, so the version number for your Operator and ServiceMeshControlPlane (SMCP) may not match, unless you have manually upgraded your SMCP.

1.11.2. Upgrade considerations

The maistra.io/ label or annotation should not be used on a user-created custom resource, because it indicates that the resource was generated by and should be managed by the Red Hat OpenShift Service Mesh Operator.

Warning

During the upgrade, the Operator makes changes, including deleting or replacing files, to resources that include the following labels or annotations that indicate that the resource is managed by the Operator.

Before upgrading check for user-created custom resources that include the following labels or annotations:

  • maistra.io/ AND the app.kubernetes.io/managed-by label set to maistra-istio-operator (Red Hat OpenShift Service Mesh)
  • kiali.io/ (Kiali)
  • jaegertracing.io/ (Red Hat OpenShift distributed tracing platform)
  • logging.openshift.io/ (Red Hat Elasticsearch)

Before upgrading, check your user-created custom resources for labels or annotations that indicate they are Operator managed. Remove the label or annotation from custom resources that you do not want to be managed by the Operator.

When upgrading to version 2.0, the Operator only deletes resources with these labels in the same namespace as the SMCP.

When upgrading to version 2.1, the Operator deletes resources with these labels in all namespaces.

1.11.3. Upgrading the Operators

Important

The version of the Operator does not determine the version of your service mesh. The current Operator supports both v1 and v2 service meshes.

Updating the Operator does not affect the version of any component other than the Operator. Updating the Operators does not update the ServiceMeshControlPlane version or deployments.

When you installed your Operators, you selected an Update Channel and an Approval Strategy. Those two settings determine when and how your Operators are updated.

Table 1.4. Interaction of Update Channel and Approval Strategy

 Versioned channel"Stable" or "Preview" channel

Automatic

Automatically updates Operator for minor and patch releases for that version only. Will not automatically update to the next major version (that is, from version 2.0 to 3.0). Manual change to Operator subscription required to update to the next major version.

Automatically updates Operator for all major, minor, and patch releases.

Manual

Manual updates required for minor and patch releases for the specified version. Manual change to Operator subscription required to update to the next major version.

Manual updates required for all major, minor, and patch releases.

For more information about upgrading Operators, refer to the Operator Lifecycle Manager documentation.

1.11.4. Upgrading Red Hat OpenShift Service Mesh from version 2.0 to version 2.1

Upgrading from version 2.0 to 2.1 requires manual steps that migrate your workloads and application to a new instance of Red Hat OpenShift Service Mesh running the new version.

1.11.4.1. Upgrading to Red Hat OpenShift Service Mesh 2.1

To upgrade Red Hat OpenShift Service Mesh, you must update the version field of the Red Hat OpenShift Service Mesh ServiceMeshControlPlane v2 resource. Then, once it’s configured and applied, restart the application pods to update each sidecar proxy and its configuration.

Prerequisites

  • You are running OpenShift Container Platform 4.6 or later.
  • You have the Red Hat OpenShift Service Mesh version 2.1.0 operator. If the automatic upgrade path is enabled, the operator automatically downloads the latest information. However, there are steps you must take to use the features in Red Hat OpenShift Service Mesh version 2.1.
  • You must upgrade from Red Hat OpenShift Service Mesh 2.0 to 2.1. You cannot upgrade ServiceMeshControlPlane from 1.1 to 2.1 directly.

Procedure

  1. Switch to the project that contains your ServiceMeshControlPlane resource. In this example, istio-system is the name of the control plane project.

    $ oc project istio-system
  2. Check your v2 ServiceMeshControlPlane resource configuration to make sure it is valid.

    1. Run the following command to view your ServiceMeshControlPlane resource as a v2 resource.

      $ oc get smcp -o yaml
      Tip

      Back up your control plane configuration.

  3. Update the .spec.version field from v2.0 to v2.1, and apply the configuration.

    If you see the following message, update the existing Mixer type to Istiod type in the existing Control Plane spec before you update the .spec.version field:

    An error occurred
    admission webhook smcp.validation.maistra.io denied the request: [support for policy.type "Mixer" and policy.Mixer options have been removed in v2.1, please use another alternative, support for telemetry.type "Mixer" and telemetry.Mixer options have been removed in v2.1, please use another alternative]”

    For example:

    spec:
      policy:
        type: Istiod
      telemetry:
        type: Istiod
      version: v2.1

    Alternatively, instead of using the command line, you can use the web console to edit the control plane. In the OpenShift Container Platform web console, click Project and select the project name you just entered.

    1. Click OperatorsInstalled Operators.
    2. Find your ServiceMeshControlPlane instance.
    3. Select YAML view and update text of the YAML file, as shown in the previous example.
    4. Click Save.

1.11.4.2. Changes from prior release

This upgrade introduces the following architectural and behavioral changes.

Architecture changes

Mixer has been completely removed in Red Hat OpenShift Service Mesh 2.1. Upgrading from a Red Hat OpenShift Service Mesh 2.0.x release to 2.1 will be blocked if Mixer is enabled.

Behavioral changes

  • AuthorizationPolicy updates

    • With the PROXY protocol, if you’re using ipBlocks and notIpBlocks to specify remote IP addresses, update the configuration to use remoteIpBlocks and notRemoteIpBlocks instead.
    • Added support for nested JSON Web Token (JWT) claims
  • EnvoyFilter breaking changes

    • Must use typed_config
    • xDS v2 is no longer supported
    • Deprecated filter names
  • Older versions of proxies may report 503 status codes when receiving 1xx or 204 status codes from newer proxies.
Note

Red Hat is unable to support EnvoyFilter configuration except where explicitly documented. This is due to tight coupling with the underlying Envoy APIs, meaning that backward compatibility cannot be maintained.

1.11.4.3. Next steps for migrating your applications and workloads

To complete the migration, restart all of the application pods in the mesh to upgrade the Envoy sidecar proxies and their configuration.

To perform a rolling update of a deployment use the following command:

$ oc rollout restart <deployment>

You must perform a rolling update for all applications that make up the mesh.

1.11.5. Migrating Red Hat OpenShift Service Mesh from version 1.1 to version 2.0

Upgrading from version 1.1 to 2.0 requires manual steps that migrate your workloads and application to a new instance of Red Hat OpenShift Service Mesh running the new version.

Prerequisites

  • You must upgrade to OpenShift Container Platform 4.7. before you upgrade to Red Hat OpenShift Service Mesh 2.0.
  • You must have Red Hat OpenShift Service Mesh version 2.0 operator. If you selected the automatic upgrade path, the operator automatically downloads the latest information. However, there are steps you must take to use the features in Red Hat OpenShift Service Mesh version 2.0.

1.11.5.1. Upgrading Red Hat OpenShift Service Mesh

To upgrade Red Hat OpenShift Service Mesh, you must create an instance of Red Hat OpenShift Service Mesh ServiceMeshControlPlane v2 resource in a new namespace. Then, once it’s configured, move your microservice applications and workloads from your old mesh to the new service mesh.

Procedure

  1. Check your v1 ServiceMeshControlPlane resource configuration to make sure it is valid.

    1. Run the following command to view your ServiceMeshControlPlane resource as a v2 resource.

      $ oc get smcp -o yaml
    2. Check the spec.techPreview.errored.message field in the output for information about any invalid fields.
    3. If there are invalid fields in your v1 resource, the resource is not reconciled and cannot be edited as a v2 resource. All updates to v2 fields will be overridden by the original v1 settings. To fix the invalid fields, you can replace, patch, or edit the v1 version of the resource. You can also delete the resource without fixing it. After the resource has been fixed, it can be reconciled, and you can to modify or view the v2 version of the resource.
    4. To fix the resource by editing a file, use oc get to retrieve the resource, edit the text file locally, and replace the resource with the file you edited.

      $ oc get smcp.v1.maistra.io <smcp_name> > smcp-resource.yaml
      #Edit the smcp-resource.yaml file.
      $ oc replace -f smcp-resource.yaml
    5. To fix the resource using patching, use oc patch.

      $ oc patch smcp.v1.maistra.io <smcp_name> --type json --patch '[{"op": "replace","path":"/spec/path/to/bad/setting","value":"corrected-value"}]'
    6. To fix the resource by editing with command line tools, use oc edit.

      $ oc edit smcp.v1.maistra.io <smcp_name>
  2. Back up your control plane configuration. Switch to the project that contains your ServiceMeshControlPlane resource. In this example, istio-system is the name of the control plane project.

    $ oc project istio-system
  3. Enter the following command to retrieve the current configuration. Your <smcp_name> is specified in the metadata of your ServiceMeshControlPlane resource, for example basic-install or full-install.

    $ oc get servicemeshcontrolplanes.v1.maistra.io <smcp_name> -o yaml > <smcp_name>.v1.yaml
  4. Convert your ServiceMeshControlPlane to a v2 control plane version that contains information about your configuration as a starting point.

    $ oc get smcp <smcp_name> -o yaml > <smcp_name>.v2.yaml
  5. Create a project. In the OpenShift Container Platform console Project menu, click New Project and enter a name for your project, istio-system-upgrade, for example. Or, you can run this command from the CLI.

    $ oc new-project istio-system-upgrade
  6. Update the metadata.namespace field in your v2 ServiceMeshControlPlane with your new project name. In this example, use istio-system-upgrade.
  7. Update the version field from 1.1 to 2.0 or remove it in your v2 ServiceMeshControlPlane.
  8. Create a ServiceMeshControlPlane in the new namespace. On the command line, run the following command to deploy the control plane with the v2 version of the ServiceMeshControlPlane that you retrieved. In this example, replace `<smcp_name.v2> `with the path to your file.

    $ oc create -n istio-system-upgrade -f <smcp_name>.v2.yaml

    Alternatively, you can use the console to create the control plane. In the OpenShift Container Platform web console, click Project. Then, select the project name you just entered.

    1. Click OperatorsInstalled Operators.
    2. Click Create ServiceMeshControlPlane.
    3. Select YAML view and paste text of the YAML file you retrieved into the field. Check that the apiVersion field is set to maistra.io/v2 and modify the metadata.namespace field to use the new namespace, for example istio-system-upgrade.
    4. Click Create.

1.11.5.2. Configuring the 2.0 ServiceMeshControlPlane

The ServiceMeshControlPlane resource has been changed for Red Hat OpenShift Service Mesh version 2.0. After you created a v2 version of the ServiceMeshControlPlane resource, modify it to take advantage of the new features and to fit your deployment. Consider the following changes to the specification and behavior of Red Hat OpenShift Service Mesh 2.0 as you’re modifying your ServiceMeshControlPlane resource. You can also refer to the Red Hat OpenShift Service Mesh 2.0 product documentation for new information to features you use. The v2 resource must be used for Red Hat OpenShift Service Mesh 2.0 installations.

1.11.5.2.1. Architecture changes

The architectural units used by previous versions have been replaced by Istiod. In 2.0 the control plane components Mixer, Pilot, Citadel, Galley, and the sidecar injector functionality have been combined into a single component, Istiod.

Although Mixer is no longer supported as a control plane component, Mixer policy and telemetry plugins are now supported through WASM extensions in Istiod. Mixer can be enabled for policy and telemetry if you need to integrate legacy Mixer plugins.

Secret Discovery Service (SDS) is used to distribute certificates and keys to sidecars directly from Istiod. In Red Hat OpenShift Service Mesh version 1.1, secrets were generated by Citadel, which were used by the proxies to retrieve their client certificates and keys.

1.11.5.2.2. Annotation changes

The following annotations are no longer supported in v2.0. If you are using one of these annotations, you must update your workload before moving it to a v2.0 control plane.

  • sidecar.maistra.io/proxyCPULimit has been replaced with sidecar.istio.io/proxyCPULimit. If you were using sidecar.maistra.io annotations on your workloads, you must modify those workloads to use sidecar.istio.io equivalents instead.
  • sidecar.maistra.io/proxyMemoryLimit has been replaced with sidecar.istio.io/proxyMemoryLimit
  • sidecar.istio.io/discoveryAddress is no longer supported. Also, the default discovery address has moved from pilot.<control_plane_namespace>.svc:15010 (or port 15011, if mtls is enabled) to istiod-<smcp_name>.<control_plane_namespace>.svc:15012.
  • The health status port is no longer configurable and is hard-coded to 15021. * If you were defining a custom status port, for example, status.sidecar.istio.io/port, you must remove the override before moving the workload to a v2.0 control plane. Readiness checks can still be disabled by setting the status port to 0.
  • Kubernetes Secret resources are no longer used to distribute client certificates for sidecars. Certificates are now distributed through Istiod’s SDS service. If you were relying on mounted secrets, they are longer available for workloads in v2.0 control planes.
1.11.5.2.3. Behavioral changes

Some features in Red Hat OpenShift Service Mesh 2.0 work differently than they did in previous versions.

  • The readiness port on gateways has moved from 15020 to 15021.
  • The target host visibility includes VirtualService, as well as ServiceEntry resources. It includes any restrictions applied through Sidecar resources.
  • Automatic mutual TLS is enabled by default. Proxy to proxy communication is automatically configured to use mTLS, regardless of global PeerAuthentication policies in place.
  • Secure connections are always used when proxies communicate with the control plane regardless of spec.security.controlPlane.mtls setting. The spec.security.controlPlane.mtls setting is only used when configuring connections for Mixer telemetry or policy.
1.11.5.2.4. Migration details for unsupported resources

Policy (authentication.istio.io/v1alpha1)

Policy resources must be migrated to new resource types for use with v2.0 control planes, PeerAuthentication and RequestAuthentication. Depending on the specific configuration in your Policy resource, you may have to configure multiple resources to achieve the same effect.

Mutual TLS

Mutual TLS enforcement is accomplished using the security.istio.io/v1beta1 PeerAuthentication resource. The legacy spec.peers.mtls.mode field maps directly to the new resource’s spec.mtls.mode field. Selection criteria has changed from specifying a service name in spec.targets[x].name to a label selector in spec.selector.matchLabels. In PeerAuthentication, the labels must match the selector on the services named in the targets list. Any port-specific settings will need to be mapped into spec.portLevelMtls.

Authentication

Additional authentication methods specified in spec.origins, must be mapped into a security.istio.io/v1beta1 RequestAuthentication resource. spec.selector.matchLabels must be configured similarly to the same field on PeerAuthentication. Configuration specific to JWT principals from spec.origins.jwt items map to similar fields in spec.rules items.

  • spec.origins[x].jwt.triggerRules specified in the Policy must be mapped into one or more security.istio.io/v1beta1 AuthorizationPolicy resources. Any spec.selector.labels must be configured similarly to the same field on RequestAuthentication.
  • spec.origins[x].jwt.triggerRules.excludedPaths must be mapped into an AuthorizationPolicy whose spec.action is set to ALLOW, with spec.rules[x].to.operation.path entries matching the excluded paths.
  • spec.origins[x].jwt.triggerRules.includedPaths must be mapped into a separate AuthorizationPolicy whose spec.action is set to ALLOW, with spec.rules[x].to.operation.path entries matching the included paths, and spec.rules.[x].from.source.requestPrincipals entries that align with the specified spec.origins[x].jwt.issuer in the Policy resource.

ServiceMeshPolicy (maistra.io/v1)

ServiceMeshPolicy was configured automatically for the control plane through the spec.istio.global.mtls.enabled in the v1 resource or spec.security.dataPlane.mtls in the v2 resource setting. For v2 control planes, a functionally equivalent PeerAuthentication resource is created during installation. This feature is deprecated in Red Hat OpenShift Service Mesh version 2.0

RbacConfig, ServiceRole, ServiceRoleBinding (rbac.istio.io/v1alpha1)

These resources were replaced by the security.istio.io/v1beta1 AuthorizationPolicy resource.

Mimicking RbacConfig behavior requires writing a default AuthorizationPolicy whose settings depend on the spec.mode specified in the RbacConfig.

  • When spec.mode is set to OFF, no resource is required as the default policy is ALLOW, unless an AuthorizationPolicy applies to the request.
  • When spec.mode is set to ON, set spec: {}. You must create AuthorizationPolicy policies for all services in the mesh.
  • spec.mode is set to ON_WITH_INCLUSION, must create an AuthorizationPolicy with spec: {} in each included namespace. Inclusion of individual services is not supported by AuthorizationPolicy. However, as soon as any AuthorizationPolicy is created that applies to the workloads for the service, all other requests not explicitly allowed will be denied.
  • When spec.mode is set to ON_WITH_EXCLUSION, it is not supported by AuthorizationPolicy. A global DENY policy can be created, but an AuthorizationPolicy must be created for every workload in the mesh because there is no allow-all policy that can be applied to either a namespace or a workload.

AuthorizationPolicy includes configuration for both the selector to which the configuration applies, which is similar to the function ServiceRoleBinding provides and the rules which should be applied, which is similar to the function ServiceRole provides.

ServiceMeshRbacConfig (maistra.io/v1)

This resource is replaced by using a security.istio.io/v1beta1 AuthorizationPolicy resource with an empty spec.selector in the control plane’s namespace. This policy will be the default authorization policy applied to all workloads in the mesh. For specific migration details, see RbacConfig above.

1.11.5.2.5. Mixer plugins

Mixer components are disabled by default in version 2.0. If you rely on Mixer plugins for your workload, you must configure your version 2.0 ServiceMeshControlPlane to include the Mixer components.

To enable the Mixer policy components, add the following snippet to your ServiceMeshControlPlane.

spec:
  policy:
    type: Mixer

To enable the Mixer telemetry components, add the following snippet to your ServiceMeshControlPlane.

spec:
  telemetry:
    type: Mixer

Legacy mixer plugins can also be migrated to WASM and integrated using the new ServiceMeshExtension (maistra.io/v1alpha1) custom resource.

Built-in WASM filters included in the upstream Istio distribution are not available in Red Hat OpenShift Service Mesh 2.0.

1.11.5.2.6. Mutual TLS changes

When using mTLS with workload specific PeerAuthentication policies, a corresponding DestinationRule is required to allow traffic if the workload policy differs from the namespace/global policy.

Auto mTLS is enabled by default, but can be disabled by setting spec.security.dataPlane.automtls to false in the ServiceMeshControlPlane resource. When disabling auto mTLS, DestinationRules may be required for proper communication between services. For example, setting PeerAuthentication to STRICT for one namespace may prevent services in other namespaces from accessing them, unless a DestinationRule configures TLS mode for the services in the namespace.

For information about mTLS, see Enabling mutual Transport Layer Security (mTLS)

1.11.5.2.6.1. Other mTLS Examples

To disable mTLS For productpage service in the bookinfo sample application, your Policy resource was configured the following way for Red Hat OpenShift Service Mesh v1.1.

Example Policy resource

apiVersion: authentication.istio.io/v1alpha1
kind: Policy
metadata:
  name: productpage-mTLS-disable
  namespace: <namespace>
spec:
  targets:
  - name: productpage

To disable mTLS For productpage service in the bookinfo sample application, use the following example to configure your PeerAuthentication resource for Red Hat OpenShift Service Mesh v2.0.

Example PeerAuthentication resource

apiVersion: security.istio.io/v1beta1
kind: PeerAuthentication
metadata:
  name: productpage-mTLS-disable
  namespace: <namespace>
spec:
  mtls:
    mode: DISABLE
  selector:
    matchLabels:
      # this should match the selector for the "productpage" service
      app: productpage

To enable mTLS With JWT authentication for the productpage service in the bookinfo sample application, your Policy resource was configured the following way for Red Hat OpenShift Service Mesh v1.1.

Example Policy resource

apiVersion: authentication.istio.io/v1alpha1
kind: Policy
metadata:
  name: productpage-mTLS-with-JWT
  namespace: <namespace>
spec:
  targets:
  - name: productpage
    ports:
    - number: 9000
  peers:
  - mtls:
  origins:
  - jwt:
      issuer: "https://securetoken.google.com"
      audiences:
      - "productpage"
      jwksUri: "https://www.googleapis.com/oauth2/v1/certs"
      jwtHeaders:
      - "x-goog-iap-jwt-assertion"
      triggerRules:
      - excludedPaths:
        - exact: /health_check
  principalBinding: USE_ORIGIN

To enable mTLS With JWT authentication for the productpage service in the bookinfo sample application, use the following example to configure your PeerAuthentication resource for Red Hat OpenShift Service Mesh v2.0.

Example PeerAuthentication resource

#require mtls for productpage:9000
apiVersion: security.istio.io/v1beta1
kind: PeerAuthentication
metadata:
  name: productpage-mTLS-with-JWT
  namespace: <namespace>
spec:
  selector:
    matchLabels:
      # this should match the selector for the "productpage" service
      app: productpage
  portLevelMtls:
    9000:
      mode: STRICT
---
#JWT authentication for productpage
apiVersion: security.istio.io/v1beta1
kind: RequestAuthentication
metadata:
  name: productpage-mTLS-with-JWT
  namespace: <namespace>
spec:
  selector:
    matchLabels:
      # this should match the selector for the "productpage" service
      app: productpage
  jwtRules:
  - issuer: "https://securetoken.google.com"
    audiences:
    - "productpage"
    jwksUri: "https://www.googleapis.com/oauth2/v1/certs"
    fromHeaders:
    - name: "x-goog-iap-jwt-assertion"
---
#Require JWT token to access product page service from
#any client to all paths except /health_check
apiVersion: security.istio.io/v1beta1
kind: AuthorizationPolicy
metadata:
  name: productpage-mTLS-with-JWT
  namespace: <namespace>
spec:
  action: ALLOW
  selector:
    matchLabels:
      # this should match the selector for the "productpage" service
      app: productpage
  rules:
  - to: # require JWT token to access all other paths
      - operation:
          notPaths:
          - /health_check
    from:
      - source:
          # if using principalBinding: USE_PEER in the Policy,
          # then use principals, e.g.
          # principals:
          # - “*”
          requestPrincipals:
          - “*”
  - to: # no JWT token required to access health_check
      - operation:
          paths:
          - /health_check

1.11.5.3. Configuration recipes

You can configure the following items with these configuration recipes.

1.11.5.3.1. Mutual TLS in a data plane

Mutual TLS for data plane communication is configured through spec.security.dataPlane.mtls in the ServiceMeshControlPlane resource, which is false by default.

1.11.5.3.2. Custom signing key

Istiod manages client certificates and private keys used by service proxies. By default, Istiod uses a self-signed certificate for signing, but you can configure a custom certificate and private key. For more information about how to configure signing keys, see Adding an external certificate authority key and certificate

1.11.5.3.3. Tracing

Tracing is configured in spec.tracing. Currently, the only type of tracer that is supported is Jaeger. Sampling is a scaled integer representing 0.01% increments, for example, 1 is 0.01% and 10000 is 100%. The tracing implementation and sampling rate can be specified:

spec:
  tracing:
    sampling: 100 # 1%
    type: Jaeger

Jaeger is configured in the addons section of the ServiceMeshControlPlane resource.

spec:
  addons:
    jaeger:
      name: jaeger
      install:
        storage:
          type: Memory # or Elasticsearch for production mode
          memory:
            maxTraces: 100000
          elasticsearch: # the following values only apply if storage:type:=Elasticsearch
            storage: # specific storageclass configuration for the Jaeger Elasticsearch (optional)
              size: "100G"
              storageClassName: "storageclass"
            nodeCount: 3
            redundancyPolicy: SingleRedundancy
  runtime:
    components:
      tracing.jaeger: {} # general Jaeger specific runtime configuration (optional)
      tracing.jaeger.elasticsearch: #runtime configuration for Jaeger Elasticsearch deployment (optional)
        container:
          resources:
            requests:
              memory: "1Gi"
              cpu: "500m"
            limits:
              memory: "1Gi"

The Jaeger installation can be customized with the install field. Container configuration, such as resource limits is configured in spec.runtime.components.jaeger related fields. If a Jaeger resource matching the value of spec.addons.jaeger.name exists, the control plane will be configured to use the existing installation. Use an existing Jaeger resource to fully customize your Jaeger installation.

1.11.5.3.4. Visualization

Kiali and Grafana are configured under the addons section of the ServiceMeshControlPlane resource.

spec:
  addons:
    grafana:
      enabled: true
      install: {} # customize install
    kiali:
      enabled: true
      name: kiali
      install: {} # customize install

The Grafana and Kiali installations can be customized through their respective install fields. Container customization, such as resource limits, is configured in spec.runtime.components.kiali and spec.runtime.components.grafana. If an existing Kiali resource matching the value of name exists, the control plane configures the Kiali resource for use with the control plane. Some fields in the Kiali resource are overridden, such as the accessible_namespaces list, as well as the endpoints for Grafana, Prometheus, and tracing. Use an existing resource to fully customize your Kiali installation.

1.11.5.3.5. Resource utilization and scheduling

Resources are configured under spec.runtime.<component>. The following component names are supported.

ComponentDescriptionVersions supported

security

Citadel container

v1.0/1.1

galley

Galley container

v1.0/1.1

pilot

Pilot/Istiod container

v1.0/1.1/2.0

mixer

istio-telemetry and istio-policy containers

v1.0/1.1

mixer.policy

istio-policy container

v2.0

mixer.telemetry

istio-telemetry container

v2.0

global.ouathproxy

oauth-proxy container used with various addons

v1.0/1.1/2.0

sidecarInjectorWebhook

sidecar injector webhook container

v1.0/1.1

tracing.jaeger

general Jaeger container - not all settings may be applied. Complete customization of Jaeger installation is supported by specifying an existing Jaeger resource in the control plane configuration.

v1.0/1.1/2.0

tracing.jaeger.agent

settings specific to Jaeger agent

v1.0/1.1/2.0

tracing.jaeger.allInOne

settings specific to Jaeger allInOne

v1.0/1.1/2.0

tracing.jaeger.collector

settings specific to Jaeger collector

v1.0/1.1/2.0

tracing.jaeger.elasticsearch

settings specific to Jaeger elasticsearch deployment

v1.0/1.1/2.0

tracing.jaeger.query

settings specific to Jaeger query

v1.0/1.1/2.0

prometheus

prometheus container

v1.0/1.1/2.0

kiali

Kiali container - complete customization of Kiali installation is supported by specifying an existing Kiali resource in the control plane configuration.

v1.0/1.1/2.0

grafana

Grafana container

v1.0/1.1/2.0

3scale

3scale container

v1.0/1.1/2.0

wasmExtensions.cacher

WASM extensions cacher container

v2.0 - tech preview

Some components support resource limiting and scheduling. For more information, see Performance and scalability.

1.11.5.4. Next steps for migrating your applications and workloads

Move the application workload to the new mesh and remove the old instances to complete your upgrade.

1.12. Managing users and profiles

1.12.1. Creating the Red Hat OpenShift Service Mesh members

ServiceMeshMember resources provide a way for Red Hat OpenShift Service Mesh administrators to delegate permissions to add projects to a service mesh, even when the respective users don’t have direct access to the service mesh project or member roll. While project administrators are automatically given permission to create the ServiceMeshMember resource in their project, they cannot point it to any ServiceMeshControlPlane until the service mesh administrator explicitly grants access to the service mesh. Administrators can grant users permissions to access the mesh by granting them the mesh-user user role. In this example, istio-system is the name of the control plane project.

$ oc policy add-role-to-user -n istio-system --role-namespace istio-system mesh-user <user_name>

Administrators can modify the mesh-user role binding in the control plane project to specify the users and groups that are granted access. The ServiceMeshMember adds the project to the ServiceMeshMemberRoll within the control plane project that it references.

apiVersion: maistra.io/v1
kind: ServiceMeshMember
metadata:
  name: default
spec:
  controlPlaneRef:
    namespace: istio-system
    name: basic

The mesh-users role binding is created automatically after the administrator creates the ServiceMeshControlPlane resource. An administrator can use the following command to add a role to a user.

$ oc policy add-role-to-user

The administrator can also create the mesh-user role binding before the administrator creates the ServiceMeshControlPlane resource. For example, the administrator can create it in the same oc apply operation as the ServiceMeshControlPlane resource.

This example adds a role binding for alice:

apiVersion: rbac.authorization.k8s.io/v1
kind: RoleBinding
metadata:
  namespace: istio-system
  name: mesh-users
roleRef:
  apiGroup: rbac.authorization.k8s.io
  kind: Role
  name: mesh-user
subjects:
- apiGroup: rbac.authorization.k8s.io
  kind: User
  name: alice

1.12.2. Creating control plane profiles

You can create reusable configurations with ServiceMeshControlPlane profiles. Individual users can extend the profiles they create with their own configurations. Profiles can also inherit configuration information from other profiles. For example, you can create an accounting control plane for the accounting team and a marketing control plane for the marketing team. If you create a development template and a production template, members of the marketing team and the accounting team can extend the development and production profiles with team-specific customization.

When you configure control plane profiles, which follow the same syntax as the ServiceMeshControlPlane, users inherit settings in a hierarchical fashion. The Operator is delivered with a default profile with default settings for Red Hat OpenShift Service Mesh.

1.12.2.1. Creating the ConfigMap

To add custom profiles, you must create a ConfigMap named smcp-templates in the openshift-operators project. The Operator container automatically mounts the ConfigMap.

Prerequisites

  • An installed, verified Service Mesh Operator.
  • An account with the cluster-admin role. If you use Red Hat OpenShift Dedicated, you must have an account with the dedicated-admin role.
  • Location of the Operator deployment.
  • Access to the OpenShift CLI (oc).

Procedure

  1. Log in to the OpenShift Container Platform CLI as a cluster-admin. If you use Red Hat OpenShift Dedicated, you must have an account with the dedicated-admin role.
  2. From the CLI, run this command to create the ConfigMap named smcp-templates in the openshift-operators project and replace <profiles-directory> with the location of the ServiceMeshControlPlane files on your local disk:

    $ oc create configmap --from-file=<profiles-directory> smcp-templates -n openshift-operators
  3. You can use the profiles parameter in the ServiceMeshControlPlane to specify one or more templates.

      apiVersion: maistra.io/v2
      kind: ServiceMeshControlPlane
      metadata:
        name: basic
      spec:
        profiles:
        - default

1.12.2.2. Setting the correct network policy

Service Mesh creates network policies in the control plane and member namespaces to allow traffic between them. Before you deploy, consider the following conditions to ensure the services in your service mesh that were previously exposed through an OpenShift Container Platform route.

  • Traffic into the service mesh must always go through the ingress-gateway for Istio to work properly.
  • Deploy services external to the service mesh in separate namespaces that are not in any service mesh.
  • Non-mesh services that need to be deployed within a service mesh enlisted namespace should label their deployments maistra.io/expose-route: "true", which ensures OpenShift Container Platform routes to these services still work.

1.13. Security

If your service mesh application is constructed with a complex array of microservices, you can use Red Hat OpenShift Service Mesh to customize the security of the communication between those services. The infrastructure of OpenShift Container Platform along with the traffic management features of Service Mesh help you manage the complexity of your applications and secure microservices.

Before you begin

If you have a project, add your project to the ServiceMeshMemberRoll resource.

If you don’t have a project, install the Bookinfo sample application and add it to the ServiceMeshMemberRoll resource. The sample application helps illustrate security concepts.

1.13.1. About mutual Transport Layer Security (mTLS)

Mutual Transport Layer Security (mTLS) is a protocol that enables two parties to authenticate each other. It is the default mode of authentication in some protocols (IKE, SSH) and optional in others (TLS). You can use mTLS without changes to the application or service code. The TLS is handled entirely by the service mesh infrastructure and between the two sidecar proxies.

By default, mTLS in Red Hat OpenShift Service Mesh is enabled and set to permissive mode, where the sidecars in Service Mesh accept both plain-text traffic and connections that are encrypted using mTLS. If a service in your mesh is communicating with a service outside the mesh, strict mTLS could break communication between those services. Use permissive mode while you migrate your workloads to Service Mesh. Then, you can enable strict mTLS across your mesh, namespace, or application.

Enabling mTLS across your mesh at the control plane level secures all the traffic in your service mesh without rewriting your applications and workloads. You can secure namespaces in your mesh at the data plane level in the ServiceMeshControlPlane resource. To customize traffic encryption connections, configure namespaces at the application level with PeerAuthentication and DestinationRule resources.

1.13.1.1. Enabling strict mTLS across the service mesh

If your workloads do not communicate with outside services, you can quickly enable mTLS across your mesh without communication interruptions. You can enable it by setting spec.security.dataPlane.mtls to true in the ServiceMeshControlPlane resource. The Operator creates the required resources.

apiVersion: maistra.io/v2
kind: ServiceMeshControlPlane
spec:
  version: v2.1
  security:
    dataPlane:
      mtls: true

You can also enable mTLS by using the OpenShift Container Platform web console.

Procedure

  1. Log in to the web console.
  2. Click the Project menu and select the project where you installed the control plane, for example istio-system.
  3. Click OperatorsInstalled Operators.
  4. Click Service Mesh Control Plane under Provided APIs.
  5. Click the name of your ServiceMeshControlPlane resource, for example, basic.
  6. On the Details page, click the toggle in the Security section for Data Plane Security.
1.13.1.1.1. Configuring sidecars for incoming connections for specific services

You can also configure mTLS for individual services by creating a policy.

Procedure

  1. Create a YAML file using the following example.

    PeerAuthentication Policy example policy.yaml

    apiVersion: security.istio.io/v1beta1
    kind: PeerAuthentication
    metadata:
      name: default
      namespace: <namespace>
    spec:
      mtls:
        mode: STRICT

    1. Replace <namespace> with the namespace where the service is located.
  2. Run the following command to create the resource in the namespace where the service is located. It must match the namespace field in the Policy resource you just created.

    $ oc create -n <namespace> -f <policy.yaml>
Note

If you are not using automatic mTLS and you are setting PeerAuthentication to STRICT, you must create a DestinationRule resource for your service.

1.13.1.1.2. Configuring sidecars for outgoing connections

Create a destination rule to configure Service Mesh to use mTLS when sending requests to other services in the mesh.

Procedure

  1. Create a YAML file using the following example.

    DestinationRule example destination-rule.yaml

    apiVersion: networking.istio.io/v1alpha3
    kind: DestinationRule
    metadata:
      name: default
      namespace: <namespace>
    spec:
      host: "*.<namespace>.svc.cluster.local"
      trafficPolicy:
       tls:
        mode: ISTIO_MUTUAL

    1. Replace <namespace> with the namespace where the service is located.
  2. Run the following command to create the resource in the namespace where the service is located. It must match the namespace field in the DestinationRule resource you just created.

    $ oc create -n <namespace> -f <destination-rule.yaml>
1.13.1.1.3. Setting the minimum and maximum protocol versions

If your environment has specific requirements for encrypted traffic in your service mesh, you can control the cryptographic functions that are allowed by setting the spec.security.controlPlane.tls.minProtocolVersion or spec.security.controlPlane.tls.maxProtocolVersion in your ServiceMeshControlPlane resource. Those values, configured in your control plane resource, define the minimum and maximum TLS version used by mesh components when communicating securely over TLS.

The default is TLS_AUTO and does not specify a version of TLS.

Table 1.5. Valid values

ValueDescription

TLS_AUTO

default

TLSv1_0

TLS version 1.0

TLSv1_1

TLS version 1.1

TLSv1_2

TLS version 1.2

TLSv1_3

TLS version 1.3

Procedure

  1. Log in to the web console.
  2. Click the Project menu and select the project where you installed the control plane, for example istio-system.
  3. Click OperatorsInstalled Operators.
  4. Click Service Mesh Control Plane under Provided APIs.
  5. Click the name of your ServiceMeshControlPlane resource, for example, basic.
  6. Click the YAML tab.
  7. Insert the following code snippet in the YAML editor. Replace the value in the minProtocolVersion with the TLS version value. In this example, the minimum TLS version is set to TLSv1_2.

    ServiceMeshControlPlane snippet

    kind: ServiceMeshControlPlane
    spec:
      security:
        controlPlane:
          tls:
            minProtocolVersion: TLSv1_2

  8. Click Save.
  9. Click Refresh to verify that the changes updated correctly.

1.13.1.2. Validating encryption with Kiali

The Kiali console offers several ways to validate whether or not your applications, services, and workloads have mTLS encryption enabled.

Figure 1.5. Masthead icon mesh-wide mTLS enabled

mTLS enabled

At the right side of the masthead, Kiali shows a lock icon when the mesh has strictly enabled mTLS for the whole service mesh. It means that all communications in the mesh use mTLS.

Figure 1.6. Masthead icon mesh-wide mTLS partially enabled

mTLS partially enabled

Kiali displays a hollow lock icon when either the mesh is configured in PERMISSIVE mode or there is a error in the mesh-wide mTLS configuration.

Figure 1.7. Security badge

Security badge

The Graph page has the option to display a Security badge on the graph edges to indicate that mTLS is enabled. To enable security badges on the graph, from the Display menu, under Show Badges, select the Security checkbox. When an edge shows a lock icon, it means at least one request with mTLS enabled is present. In case there are both mTLS and non-mTLS requests, the side-panel will show the percentage of requests that use mTLS.

The Applications Detail Overview page displays a Security icon on the graph edges where at least one request with mTLS enabled is present.

The Workloads Detail Overview page displays a Security icon on the graph edges where at least one request with mTLS enabled is present.

The Services Detail Overview page displays a Security icon on the graph edges where at least one request with mTLS enabled is present. Also note that Kiali displays a lock icon in the Network section next to ports that are configured for mTLS.

1.13.2. Configuring Role Based Access Control (RBAC)

Role-based access control (RBAC) objects determine whether a user or service is allowed to perform a given action within a project. You can define mesh-, namespace-, and workload-wide access control for your workloads in the mesh.

To configure RBAC, create an AuthorizationPolicy resource in the namespace for which you are configuring access. If you are configuring mesh-wide access, use the project where you installed the control plane, for example istio-system.

For example, with RBAC, you can create policies that:

  • Configure intra-project communication.
  • Allow or deny full access to all workloads in the default namespace.
  • Allow or deny ingress gateway access.
  • Require a token for access.

An authorization policy includes a selector, an action, and a list of rules:

  • The selector field specifies the target of the policy.
  • The action field specifies whether to allow or deny the request.
  • The rules field specifies when to trigger the action.

    • The from field specifies constraints on the request origin.
    • The to field specifies constraints on request target and parameters.
    • The when field specifies additional conditions that to apply the rule.

Procedure

  1. Create your AuthorizationPolicy resource. The following example shows a resource that updates the ingress-policy AuthorizationPolicy to deny an IP address from accessing the ingress gateway.

    apiVersion: security.istio.io/v1beta1
    kind: AuthorizationPolicy
    metadata:
      name: ingress-policy
      namespace: istio-system
    spec:
      selector:
        matchLabels:
          app: istio-ingressgateway
      action: DENY
      rules:
      - from:
        - source:
          ipBlocks: ["1.2.3.4"]
  2. Run the following command after you write your resource to create your resource in your namespace. The namespace must match your metadata.namespace field in your AuthorizationPolicy resource.

    $ oc create -n istio-system -f <filename>

Next steps

Consider the following examples for other common configurations.

1.13.2.1. Configure intra-project communication

You can use AuthorizationPolicy to configure your control plane to allow or deny the traffic communicating with your mesh or services in your mesh.

1.13.2.1.1. Restrict access to services outside a namespace

You can deny requests from any source that is not in the bookinfo namespace with the following AuthorizationPolicy resource example.

apiVersion: security.istio.io/v1beta1
kind: AuthorizationPolicy
metadata:
 name: httpbin-deny
 namespace: bookinfo
spec:
 selector:
   matchLabels:
     app: httpbin
     version: v1
 action: DENY
 rules:
 - from:
   - source:
       notNamespaces: ["bookinfo"]
1.13.2.1.2. Creating allow-all and default deny-all authorization policies

The following example shows an allow-all authorization policy that allows full access to all workloads in the bookinfo namespace.

apiVersion: security.istio.io/v1beta1
kind: AuthorizationPolicy
metadata:
  name: allow-all
  namespace: bookinfo
spec:
  action: ALLOW
  rules:
  - {}

The following example shows a policy that denies any access to all workloads in the bookinfo namespace.

apiVersion: security.istio.io/v1beta1
kind: AuthorizationPolicy
metadata:
  name: deny-all
  namespace: bookinfo
spec:
  {}

1.13.2.2. Allow or deny access to the ingress gateway

You can set an authorization policy to add allow or deny lists based on IP addresses.

apiVersion: security.istio.io/v1beta1
kind: AuthorizationPolicy
metadata:
  name: ingress-policy
  namespace: istio-system
spec:
  selector:
    matchLabels:
      app: istio-ingressgateway
  action: ALLOW
  rules:
  - from:
    - source:
       ipBlocks: ["1.2.3.4", "5.6.7.0/24"]

1.13.2.3. Restrict access with JSON Web Token

You can restrict what can access your mesh with a JSON Web Token (JWT). After authentication, a user or service can access routes, services that are associated with that token.

Create a RequestAuthentication resource, which defines the authentication methods that are supported by a workload. The following example accepts a JWT issued by http://localhost:8080/auth/realms/master.

apiVersion: "security.istio.io/v1beta1"
kind: "RequestAuthentication"
metadata:
  name: "jwt-example"
  namespace: bookinfo
spec:
  selector:
    matchLabels:
      app: httpbin
  jwtRules:
  - issuer: "http://localhost:8080/auth/realms/master"
    jwksUri: "http://keycloak.default.svc:8080/auth/realms/master/protocol/openid-connect/certs"

Then, create an AuthorizationPolicy resource in the same namespace to work with RequestAuthentication resource you created. The following example requires a JWT to be present in the Authorization header when sending a request to httpbin workloads.

apiVersion: "security.istio.io/v1beta1"
kind: "AuthorizationPolicy"
metadata:
  name: "frontend-ingress"
  namespace: bookinfo
spec:
  selector:
    matchLabels:
      app: httpbin
  action: DENY
  rules:
  - from:
    - source:
        notRequestPrincipals: ["*"]

1.13.3. Configuring cipher suites and ECDH curves

Cipher suites and Elliptic-curve Diffie–Hellman (ECDH curves) can help you secure your service mesh. You can define a comma separated list of cipher suites using spec.istio.global.tls.cipherSuites and ECDH curves using spec.istio.global.tls.ecdhCurves in your ServiceMeshControlPlane resource. If either of these attributes are empty, then the default values are used.

The cipherSuites setting is effective if your service mesh uses TLS 1.2 or earlier. It has no effect when negotiating with TLS 1.3.

Set your cipher suites in the comma separated list in order of priority. For example, ecdhCurves: CurveP256, CurveP384 sets CurveP256 as a higher priority than CurveP384.

Note

You must include either TLS_ECDHE_RSA_WITH_AES_128_GCM_SHA256 or TLS_ECDHE_ECDSA_WITH_AES_128_GCM_SHA256 when you configure the cipher suite. HTTP/2 support requires at least one of these cipher suites.

The supported cipher suites are:

  • TLS_ECDHE_RSA_WITH_CHACHA20_POLY1305_SHA256
  • TLS_ECDHE_ECDSA_WITH_CHACHA20_POLY1305_SHA256
  • TLS_ECDHE_RSA_WITH_AES_128_GCM_SHA256
  • TLS_ECDHE_ECDSA_WITH_AES_128_GCM_SHA256
  • TLS_ECDHE_RSA_WITH_AES_256_GCM_SHA384
  • TLS_ECDHE_ECDSA_WITH_AES_256_GCM_SHA384
  • TLS_ECDHE_RSA_WITH_AES_128_CBC_SHA256
  • TLS_ECDHE_RSA_WITH_AES_128_CBC_SHA
  • TLS_ECDHE_ECDSA_WITH_AES_128_CBC_SHA256
  • TLS_ECDHE_ECDSA_WITH_AES_128_CBC_SHA
  • TLS_ECDHE_RSA_WITH_AES_256_CBC_SHA
  • TLS_ECDHE_ECDSA_WITH_AES_256_CBC_SHA
  • TLS_RSA_WITH_AES_128_GCM_SHA256
  • TLS_RSA_WITH_AES_256_GCM_SHA384
  • TLS_RSA_WITH_AES_128_CBC_SHA256
  • TLS_RSA_WITH_AES_128_CBC_SHA
  • TLS_RSA_WITH_AES_256_CBC_SHA
  • TLS_ECDHE_RSA_WITH_3DES_EDE_CBC_SHA
  • TLS_RSA_WITH_3DES_EDE_CBC_SHA

The supported ECDH Curves are:

  • CurveP256
  • CurveP384
  • CurveP521
  • X25519

1.13.4. Adding an external certificate authority key and certificate

By default, Red Hat OpenShift Service Mesh generates a self-signed root certificate and key and uses them to sign the workload certificates. You can also use the user-defined certificate and key to sign workload certificates with user-defined root certificate. This task demonstrates an example to plug certificates and key into Service Mesh.

Prerequisites

  • Install Red Hat OpenShift Service Mesh with mutual TLS enabled to configure certificates.
  • This example uses the certificates from the Maistra repository. For production, use your own certificates from your certificate authority.
  • Deploy the Bookinfo sample application to verify the results with these instructions.
  • OpenSSL is required to verify certificates.

1.13.4.1. Adding an existing certificate and key

To use an existing signing (CA) certificate and key, you must create a chain of trust file that includes the CA certificate, key, and root certificate. You must use the following exact file names for each of the corresponding certificates. The CA certificate is named ca-cert.pem, the key is ca-key.pem, and the root certificate, which signs ca-cert.pem, is named root-cert.pem. If your workload uses intermediate certificates, you must specify them in a cert-chain.pem file.

  1. Save the example certificates from the Maistra repository locally and replace <path> with the path to your certificates.
  2. Create a secret named cacert that includes the input files ca-cert.pem, ca-key.pem, root-cert.pem and cert-chain.pem.

    $ oc create secret generic cacerts -n istio-system --from-file=<path>/ca-cert.pem \
        --from-file=<path>/ca-key.pem --from-file=<path>/root-cert.pem \
        --from-file=<path>/cert-chain.pem
  3. In the ServiceMeshControlPlane resource set spec.security.dataPlane.mtls true to true and configure the certificateAuthority field as shown in the following example. The default rootCADir is /etc/cacerts. You do not need to set the privateKey if the key and certs are mounted in the default location. Service Mesh reads the certificates and key from the secret-mount files.

    apiVersion: maistra.io/v2
    kind: ServiceMeshControlPlane
    spec:
      security:
        dataPlane:
          mtls: true
        certificateAuthority:
          type: Istiod
          istiod:
            type: PrivateKey
            privateKey:
              rootCADir: /etc/cacerts
  4. After creating/changing/deleting the cacert secret, the control plane istiod and gateway pods must be restarted so the changes go into effect. Use the following command to restart the pods:

    $ $ oc -n istio-system delete pods -l 'app in (istiod,istio-ingressgateway, istio-egressgateway)'

    The Operator will automatically recreate the pods after they have been deleted.

  5. Restart the bookinfo application pods so that the sidecar proxies pick up the secret changes. Use the following command to restart the pods:

    $ oc -n bookinfo delete pods --all

    You should see output similar to the following:

    pod "details-v1-6cd699df8c-j54nh" deleted
    pod "productpage-v1-5ddcb4b84f-mtmf2" deleted
    pod "ratings-v1-bdbcc68bc-kmng4" deleted
    pod "reviews-v1-754ddd7b6f-lqhsv" deleted
    pod "reviews-v2-675679877f-q67r2" deleted
    pod "reviews-v3-79d7549c7-c2gjs" deleted
  6. Verify that the pods were created and are ready with the following command:

    $ oc get pods -n bookinfo

1.13.4.2. Verifying your certificates

Use the Bookinfo sample application to verify that the workload certificates are signed by the certificates that were plugged into the CA. This requires you have openssl installed on your machine

  1. To extract certificates from bookinfo workloads use the following command:

    $ sleep 60
    $ oc -n bookinfo exec "$(oc -n bookinfo get pod -l app=productpage -o jsonpath={.items..metadata.name})" -c istio-proxy -- openssl s_client -showcerts -connect details:9080 > bookinfo-proxy-cert.txt
    $ sed -n '/-----BEGIN CERTIFICATE-----/{:start /-----END CERTIFICATE-----/!{N;b start};/.*/p}' bookinfo-proxy-cert.txt > certs.pem
    $ awk 'BEGIN {counter=0;} /BEGIN CERT/{counter++} { print > "proxy-cert-" counter ".pem"}' < certs.pem

    After running the command, you should have three files in your working directory: proxy-cert-1.pem, proxy-cert-2.pem and proxy-cert-3.pem.

  2. Verify that the root certificate is the same as the one specified by the administrator. Replace <path> with the path to your certificates.

    $ openssl x509 -in <path>/root-cert.pem -text -noout > /tmp/root-cert.crt.txt

    Run the following syntax at the terminal window.

    $ openssl x509 -in ./proxy-cert-3.pem -text -noout > /tmp/pod-root-cert.crt.txt

    Compare the certificates by running the following syntax at the terminal window.

    $ diff -s /tmp/root-cert.crt.txt /tmp/pod-root-cert.crt.txt

    You should see the following result: Files /tmp/root-cert.crt.txt and /tmp/pod-root-cert.crt.txt are identical

  3. Verify that the CA certificate is the same as the one specified by the administrator. Replace <path> with the path to your certificates.

    $ openssl x509 -in <path>/ca-cert.pem -text -noout > /tmp/ca-cert.crt.txt

    Run the following syntax at the terminal window.

    $ openssl x509 -in ./proxy-cert-2.pem -text -noout > /tmp/pod-cert-chain-ca.crt.txt

    Compare the certificates by running the following syntax at the terminal window.

    $ diff -s /tmp/ca-cert.crt.txt /tmp/pod-cert-chain-ca.crt.txt

    You should see the following result: Files /tmp/ca-cert.crt.txt and /tmp/pod-cert-chain-ca.crt.txt are identical.

  4. Verify the certificate chain from the root certificate to the workload certificate. Replace <path> with the path to your certificates.

    $ openssl verify -CAfile <(cat <path>/ca-cert.pem <path>/root-cert.pem) ./proxy-cert-1.pem

    You should see the following result: ./proxy-cert-1.pem: OK

1.13.4.3. Removing the certificates

To remove the certificates you added, follow these steps.

  1. Remove the secret cacerts. In this example, istio-system is the name of the control plane project.

    $ oc delete secret cacerts -n istio-system
  2. Redeploy Service Mesh with a self-signed root certificate in the ServiceMeshControlPlane resource.

    apiVersion: maistra.io/v2
    kind: ServiceMeshControlPlane
    spec:
      security:
        dataPlane:
          mtls: true

1.14. Configuring traffic management

Red Hat OpenShift Service Mesh allows you to control the flow of traffic and API calls between services. Some services in your service mesh may need to communicate within the mesh and others may need to be hidden. Manage the traffic to hide specific backend services, expose services, create testing or versioning deployments, or add a security layer on a set of services.

This guide references the Bookinfo sample application to provide examples of routing in an example application. Install the Bookinfo application to learn how these routing examples work.

1.14.1. Routing tutorial

The Service Mesh Bookinfo sample application consists of four separate microservices, each with multiple versions. After installing the Bookinfo sample application, three different versions of the reviews microservice run concurrently.

When you access the Bookinfo app /product page in a browser and refresh several times, sometimes the book review output contains star ratings and other times it does not. Without an explicit default service version to route to, Service Mesh routes requests to all available versions one after the other.

This tutorial helps you apply rules that route all traffic to v1 (version 1) of the microservices. Later, you can apply a rule to route traffic based on the value of an HTTP request header.

Prerequisites:

  • Deploy the Bookinfo sample application to work with the following examples.

1.14.1.1. Applying a virtual service

In the following procedure, the virtual service routes all traffic to v1 of each micro-service by applying virtual services that set the default version for the micro-services.

Procedure

  1. Apply the virtual services.

    $ oc apply -f https://raw.githubusercontent.com/Maistra/istio/maistra-2.1/samples/bookinfo/networking/virtual-service-all-v1.yaml
  2. To verify that you applied the virtual services, display the defined routes with the following command:

    $ oc get virtualservices -o yaml

    That command returns a resource of kind: VirtualService in YAML format.

You have configured Service Mesh to route to the v1 version of the Bookinfo microservices including the reviews service version 1.

1.14.1.2. Testing the new route configuration

Test the new configuration by refreshing the /productpage of the Bookinfo application.

Procedure

  1. Set the value for the GATEWAY_URL parameter. You can use this variable to find the URL for your Bookinfo product page later. In this example, istio-system is the name of the control plane project.

    export GATEWAY_URL=$(oc -n istio-system get route istio-ingressgateway -o jsonpath='{.spec.host}')
  2. Run the following command to retrieve the URL for the product page.

    echo "http://$GATEWAY_URL/productpage"
  3. Open the Bookinfo site in your browser.

The reviews part of the page displays with no rating stars, no matter how many times you refresh. This is because you configured Service Mesh to route all traffic for the reviews service to the version reviews:v1 and this version of the service does not access the star ratings service.

Your service mesh now routes traffic to one version of a service.

1.14.1.3. Route based on user identity

Change the route configuration so that all traffic from a specific user is routed to a specific service version. In this case, all traffic from a user named jason will be routed to the service reviews:v2.

Service Mesh does not have any special, built-in understanding of user identity. This example is enabled by the fact that the productpage service adds a custom end-user header to all outbound HTTP requests to the reviews service.

Procedure

  1. Run the following command to enable user-based routing in the Bookinfo sample application.

    $ oc apply -f https://raw.githubusercontent.com/Maistra/istio/maistra-2.1/samples/bookinfo/networking/virtual-service-reviews-test-v2.yaml
  2. Run the following command to confirm the rule is created. This command returns all resources of kind: VirtualService in YAML format.

    $ oc get virtualservice reviews -o yaml
  3. On the /productpage of the Bookinfo app, log in as user jason with no password.

    1. Refresh the browser. The star ratings appear next to each review.
  4. Log in as another user (pick any name you wish). Refresh the browser. Now the stars are gone. Traffic is now routed to reviews:v1 for all users except Jason.

You have successfully configured the Bookinfo sample application to route traffic based on user identity.

1.14.2. Routing and managing traffic

Configure your service mesh by adding your own traffic configuration to Red Hat OpenShift Service Mesh with a custom resource definitions in a YAML file.

1.14.2.1. Traffic management with virtual services

You can route requests dynamically to multiple versions of a microservice through Red Hat OpenShift Service Mesh with a virtual service. With virtual services, you can:

  • Address multiple application services through a single virtual service. If your mesh uses Kubernetes, for example, you can configure a virtual service to handle all services in a specific namespace. A virtual service enables you to turn a monolithic application into a service comprised of distinct microservices with a seamless consumer experience.
  • Configure traffic rules in combination with gateways to control ingress and egress traffic.
1.14.2.1.1. Configuring virtual services

Requests are routed to services within a service mesh with virtual services. Each virtual service consists of a set of routing rules that are evaluated in order. Red Hat OpenShift Service Mesh matches each given request to the virtual service to a specific real destination within the mesh.

Without virtual services, Red Hat OpenShift Service Mesh distributes traffic using round-robin load balancing between all service instances. With a virtual service, you can specify traffic behavior for one or more hostnames. Routing rules in the virtual service tell Red Hat OpenShift Service Mesh how to send the traffic for the virtual service to appropriate destinations. Route destinations can be versions of the same service or entirely different services.

Procedure

  1. Create a YAML file using the following example to route requests to different versions of a the Bookinfo sample application service depending on which user connects to the application.

    Example VirtualService.yaml

    apiVersion: networking.istio.io/v1alpha3
    kind: VirtualService
    metadata:
      name: reviews
    spec:
      hosts:
      - reviews
      http:
      - match:
        - headers:
            end-user:
              exact: jason
        route:
        - destination:
            host: reviews
            subset: v2
      - route:
        - destination:
            host: reviews
            subset: v3

  2. Run the following command to apply VirtualService.yaml, where VirtualService.yaml is the path to the file.

    $ oc apply -f VirtualService.yaml

1.14.2.2. Configuring your virtual host

The following sections describe each field in the YAML file and explain how you can create a virtual host in a virtual service.

1.14.2.2.1. Hosts

The hosts field lists the virtual service’s destination address to which the routing rules apply. This is the address(es) that are used to send requests to the service.

The virtual service hostname can be an IP address, a DNS name, or a short name that resolves to a fully qualified domain name.

spec:
  hosts:
  - reviews
1.14.2.2.2. Routing rules

The http section contains the virtual service’s routing rules which describe match conditions and actions for routing HTTP/1.1, HTTP2, and gRPC traffic sent to the destination as specified in the hosts field. A routing rule consists of the destination where you want the traffic to go and any specified match conditions.

Match condition

The first routing rule in the example has a condition that begins with the match field. In this example, this routing applies to all requests from the user jason. Add the headers, end-user, and exact fields to select the appropriate requests.

spec:
  hosts:
  - reviews
  http:
  - match:
    - headers:
      end-user:
        exact: jason

Destination

The destination field in the route section specifies the actual destination for traffic that matches this condition. Unlike the virtual service’s host, the destination’s host must be a real destination that exists in the Red Hat OpenShift Service Mesh service registry. This can be a mesh service with proxies or a non-mesh service added using a service entry. In this example, the hostname is a Kubernetes service name:

spec:
  hosts:
  - reviews
  http:
  - match:
    - headers:
      end-user:
        exact: jason
    route:
    - destination:
      host: reviews
      subset: v2
1.14.2.2.3. Destination rules

Destination rules are applied after virtual service routing rules are evaluated, so they apply to the traffic’s real destination. Virtual services route traffic to a destination. Destination rules configure what happens to traffic at that destination.

1.14.2.2.3.1. Load balancing options

By default, Red Hat OpenShift Service Mesh uses a round-robin load balancing policy, where each service instance in the pool gets a request in turn. Red Hat OpenShift Service Mesh also supports the following models, which you can specify in destination rules for requests to a particular service or service subset.

  • Random: Requests are forwarded at random to instances in the pool.
  • Weighted: Requests are forwarded to instances in the pool according to a specific percentage.
  • Least requests: Requests are forwarded to instances with the least number of requests.

Destination rule example

The following example destination rule configures three different subsets for the my-svc destination service, with different load balancing policies:

apiVersion: networking.istio.io/v1alpha3
kind: DestinationRule
metadata:
  name: my-destination-rule
spec:
  host: my-svc
  trafficPolicy:
    loadBalancer:
      simple: RANDOM
  subsets:
  - name: v1
    labels:
      version: v1
  - name: v2
    labels:
      version: v2
    trafficPolicy:
      loadBalancer:
        simple: ROUND_ROBIN
  - name: v3
    labels:
      version: v3
1.14.2.2.4. Gateways

You can use a gateway to manage inbound and outbound traffic for your mesh to specify which traffic you want to enter or leave the mesh. Gateway configurations are applied to standalone Envoy proxies that are running at the edge of the mesh, rather than sidecar Envoy proxies running alongside your service workloads.

Unlike other mechanisms for controlling traffic entering your systems, such as the Kubernetes Ingress APIs, Red Hat OpenShift Service Mesh gateways allow you use the full power and flexibility of traffic routing. The Red Hat OpenShift Service Mesh gateway resource can layer 4-6 load balancing properties such as ports to expose and configure Red Hat OpenShift Service Mesh TLS settings. Instead of adding application-layer traffic routing (L7) to the same API resource, you can bind a regular Red Hat OpenShift Service Mesh virtual service to the gateway and manage gateway traffic like any other data plane traffic in a service mesh.

Gateways are primarily used to manage ingress traffic, but you can also configure egress gateways. An egress gateway enables you to configure a dedicated exit node for the traffic leaving the mesh. This enables you to limit which services have access to external networks, which adds security control to your service mesh. You can also use a gateway to configure a purely internal proxy.

Gateway example

The following example shows a sample gateway configuration for external HTTPS ingress traffic:

apiVersion: networking.istio.io/v1alpha3
kind: Gateway
metadata:
  name: ext-host-gwy
spec:
  selector:
    istio: ingressgateway # use istio default controller
  servers:
  - port:
      number: 443
      name: https
      protocol: HTTPS
    hosts:
    - ext-host.example.com
    tls:
      mode: SIMPLE
      serverCertificate: /tmp/tls.crt
      privateKey: /tmp/tls.key

This gateway configuration lets HTTPS traffic from ext-host.example.com into the mesh on port 443, but doesn’t specify any routing for the traffic.

To specify routing and for the gateway to work as intended, you must also bind the gateway to a virtual service. You do this using the virtual service’s gateways field, as shown in the following example:

apiVersion: networking.istio.io/v1alpha3
kind: VirtualService
metadata:
  name: virtual-svc
spec:
  hosts:
  - ext-host.example.com
  gateways:
    - ext-host-gwy

You can then configure the virtual service with routing rules for the external traffic.

1.14.2.2.5. Service entries

A service entry adds an entry to the service registry that Red Hat OpenShift Service Mesh maintains internally. After you add the service entry, the Envoy proxies send traffic to the service as if it is a service in your mesh. Service entries allow you to do the following:

  • Manage traffic for services that run outside of the service mesh.
  • Redirect and forward traffic for external destinations (such as, APIs consumed from the web) or traffic to services in legacy infrastructure.
  • Define retry, timeout, and fault injection policies for external destinations.
  • Run a mesh service in a Virtual Machine (VM) by adding VMs to your mesh.
Note

Add services from a different cluster to the mesh to configure a multicluster Red Hat OpenShift Service Mesh mesh on Kubernetes.

Service entry examples

The following example mesh-external service entry adds the ext-resource external dependency to the Red Hat OpenShift Service Mesh service registry:

apiVersion: networking.istio.io/v1alpha3
kind: ServiceEntry
metadata:
  name: svc-entry
spec:
  hosts:
  - ext-svc.example.com
  ports:
  - number: 443
    name: https
    protocol: HTTPS
  location: MESH_EXTERNAL
  resolution: DNS

Specify the external resource using the hosts field. You can qualify it fully or use a wildcard prefixed domain name.

You can configure virtual services and destination rules to control traffic to a service entry in the same way you configure traffic for any other service in the mesh. For example, the following destination rule configures the traffic route to use mutual TLS to secure the connection to the ext-svc.example.com external service that is configured using the service entry:

apiVersion: networking.istio.io/v1alpha3
kind: DestinationRule
metadata:
  name: ext-res-dr
spec:
  host: ext-svc.example.com
  trafficPolicy:
    tls:
      mode: MUTUAL
      clientCertificate: /etc/certs/myclientcert.pem
      privateKey: /etc/certs/client_private_key.pem
      caCertificates: /etc/certs/rootcacerts.pem

1.14.3. Managing ingress traffic

In Red Hat OpenShift Service Mesh, the Ingress Gateway enables features such as monitoring, security, and route rules to apply to traffic that enters the cluster. Use a Service Mesh gateway to expose a service outside of the service mesh.

1.14.3.1. Determining the ingress IP and ports

Ingress configuration differs depending on if your environment supports an external load balancer. An external load balancer is set in the ingress IP and ports for the cluster. To determine if your cluster’s IP and ports are configured for external load balancers, run the following command. In this example, istio-system is the name of the control plane project.

$ oc get svc istio-ingressgateway -n istio-system

That command returns the NAME, TYPE, CLUSTER-IP, EXTERNAL-IP, PORT(S), and AGE of each item in your namespace.

If the EXTERNAL-IP value is set, your environment has an external load balancer that you can use for the ingress gateway.

If the EXTERNAL-IP value is <none>, or perpetually <pending>, your environment does not provide an external load balancer for the ingress gateway. You can access the gateway using the service’s node port.

Determine the ingress according to your environment. For an environment with load balancer support, Determining ingress ports with a load balancer. For an environment without load balancer support, Determining ingress ports without a load balancer. After you have determined the ingress ports, see Configuring ingress using a gateway to complete your configuration.

1.14.3.1.1. Determining ingress ports with a load balancer

Follow these instructions if your environment has an external load balancer.

Procedure

  1. Run the following command to set the ingress IP and ports. This command sets a variable in your terminal.

    $ export INGRESS_HOST=$(oc -n istio-system get service istio-ingressgateway -o jsonpath='{.status.loadBalancer.ingress[0].ip}')
  2. Run the following command to set the ingress port.

    $ export INGRESS_PORT=$(oc -n istio-system get service istio-ingressgateway -o jsonpath='{.spec.ports[?(@.name=="http2")].port}')
  3. Run the following command to set the secure ingress port.

    $ export SECURE_INGRESS_PORT=$(oc -n istio-system get service istio-ingressgateway -o jsonpath='{.spec.ports[?(@.name=="https")].port}')
  4. Run the following command to set the TCP ingress port.

    $ export TCP_INGRESS_PORT=$(kubectl -n istio-system get service istio-ingressgateway -o jsonpath='{.spec.ports[?(@.name=="tcp")].port}')
Note

In some environments, the load balancer may be exposed using a hostname instead of an IP address. For that case, the ingress gateway’s EXTERNAL-IP value is not an IP address. Instead, it’s a hostname, and the previous command fails to set the INGRESS_HOST environment variable.

In that case, use the following command to correct the INGRESS_HOST value:

$ export INGRESS_HOST=$(oc -n istio-system get service istio-ingressgateway -o jsonpath='{.status.loadBalancer.ingress[0].hostname}')
1.14.3.1.2. Determining ingress ports without a load balancer

If your environment does not have an external load balancer, determine the ingress ports and use a node port instead.

Procedure

  1. Set the ingress ports.

    $ export INGRESS_PORT=$(oc -n istio-system get service istio-ingressgateway -o jsonpath='{.spec.ports[?(@.name=="http2")].nodePort}')
  2. Run the following command to set the secure ingress port.

    $ export SECURE_INGRESS_PORT=$(oc -n istio-system get service istio-ingressgateway -o jsonpath='{.spec.ports[?(@.name=="https")].nodePort}')
  3. Run the following command to set the TCP ingress port.

    $ export TCP_INGRESS_PORT=$(kubectl -n istio-system get service istio-ingressgateway -o jsonpath='{.spec.ports[?(@.name=="tcp")].nodePort}')

1.14.4. Configuring ingress using a gateway

An ingress gateway is a load balancer operating at the edge of the mesh that receives incoming HTTP/TCP connections. It configures exposed ports and protocols but does not include any traffic routing configuration. Traffic routing for ingress traffic is instead configured with routing rules, the same way as for internal service requests.

The following steps show how to create a gateway and configure a VirtualService to expose a service in the Bookinfo sample application to outside traffic for paths /productpage and /login.

Procedure

  1. Create a gateway to accept traffic.

    1. Create a YAML file, and copy the following YAML into it.

      Gateway example gateway.yaml

      apiVersion: networking.istio.io/v1alpha3
      kind: Gateway
      metadata:
        name: bookinfo-gateway
      spec:
        selector:
          istio: ingressgateway
        servers:
        - port:
            number: 80
            name: http
            protocol: HTTP
          hosts:
          - "*"

    2. Apply the YAML file.

      $ oc apply -f gateway.yaml
  2. Create a VirtualService object to rewrite the host header.

    1. Create a YAML file, and copy the following YAML into it.

      Virtual service example vs.yaml

      apiVersion: networking.istio.io/v1alpha3
      kind: VirtualService
      metadata:
        name: bookinfo
      spec:
        hosts:
        - "*"
        gateways:
        - bookinfo-gateway
        http:
        - match:
          - uri:
              exact: /productpage
          - uri:
              prefix: /static
          - uri:
              exact: /login
          - uri:
              exact: /logout
          - uri:
              prefix: /api/v1/products
          route:
          - destination:
              host: productpage
              port:
                number: 9080

    2. Apply the YAML file.

      $ oc apply -f vs.yaml
  3. Test that the gateway and VirtualService have been set correctly.

    1. Set the Gateway URL.

      export GATEWAY_URL=$(oc -n istio-system get route istio-ingressgateway -o jsonpath='{.spec.host}')
    2. Set the port number. In this example, istio-system is the name of the control plane project.

      export TARGET_PORT=$(oc -n istio-system get route istio-ingressgateway -o jsonpath='{.spec.port.targetPort}')
    3. Test a page that has been explicitly exposed.

      curl -s -I "$GATEWAY_URL/productpage"

      The expected result is 200.

1.14.5. Automatic routes

OpenShift routes for Istio Gateways are automatically managed in Service Mesh. Every time an Istio Gateway is created, updated or deleted inside the service mesh, an OpenShift route is created, updated or deleted.

1.14.5.1. Subdomains

Red Hat OpenShift Service Mesh creates the route with the subdomain, but OpenShift Container Platform must be configured to enable it. Subdomains, for example *.domain.com, are supported but not by default. Configure an OpenShift Container Platform wildcard policy before configuring a wildcard host Gateway. For more information, see Using wildcard routes.

1.14.5.2. Creating subdomain routes

The following example creates a gateway in the Bookinfo sample application, which creates subdomain routes.

apiVersion: networking.istio.io/v1alpha3
kind: Gateway
metadata:
  name: gateway1
spec:
  selector:
    istio: ingressgateway
  servers:
  - port:
      number: 80
      name: http
      protocol: HTTP
    hosts:
    - www.bookinfo.com
    - bookinfo.example.com

Then, the following OpenShift Routes are created automatically. You can check that the routes are created with the following command. In this example, istio-system is the name of the control plane project.

$ oc -n istio-system get routes

Expected output

NAME           HOST/PORT             PATH  SERVICES               PORT  TERMINATION   WILDCARD
gateway1-lvlfn bookinfo.example.com        istio-ingressgateway   <all>               None
gateway1-scqhv www.bookinfo.com            istio-ingressgateway   <all>               None

If the gateway is deleted, Red Hat OpenShift Service Mesh deletes the routes. However, routes created manually are never modified by Red Hat OpenShift Service Mesh.

1.14.5.3. Red Hat OpenShift Service Mesh route annotations

Sometimes specific annotations are needed in an OpenShift Route. For example, some advanced features in OpenShift Routes are managed via special annotations. For this and other use cases, Red Hat OpenShift Service Mesh will copy all annotations present in the Istio Gateway resource (with the exception of those starting with kubectl.kubernetes.io) into the managed OpenShift Route resource.

If you need specific annotations in the OpenShift Routes created by Service Mesh, create them in the Istio Gateway resource and they will be copied into the OpenShift Route resources managed by the Service Mesh.

1.14.5.4. Disabling automatic creation of routes

By default, the ServiceMeshControlPlane resource automatically synchronizes the Gateway resources with OpenShift routes. Disabling the automatic route creation allows you more flexibility to control routes if you have a special case or prefer to control routes manually.

Disable integration between Istio Gateways and OpenShift Routes by setting the ServiceMeshControlPlane field gateways.openshiftRoute.enabled to false. For example, see the following resource snippet.

spec:
  gateways:
    openshiftRoute:
      enabled: false

1.14.5.5. Sidecar

By default, Red Hat OpenShift Service Mesh configures every Envoy proxy to accept traffic on all the ports of its associated workload, and to reach every workload in the mesh when forwarding traffic. You can use a sidecar configuration to do the following:

  • Fine-tune the set of ports and protocols that an Envoy proxy accepts.
  • Limit the set of services that the Envoy proxy can reach.
Note

To optimize performance of your service mesh, consider limiting Envoy proxy configurations.

In the Bookinfo sample application, configure a Sidecar so all services can reach other services running in the same namespace and control plane. This Sidecar configuration is required for using Red Hat OpenShift Service Mesh policy and telemetry features.

Procedure

  1. Create a YAML file using the following example to specify that you want a sidecar configuration to apply to all workloads in a particular namespace. Otherwise, choose specific workloads using a workloadSelector.

    Example sidecar.yaml

    apiVersion: networking.istio.io/v1alpha3
    kind: Sidecar
    metadata:
      name: default
      namespace: bookinfo
    spec:
      egress:
      - hosts:
        - "./*"
        - "istio-system/*"

  2. Run the following command to apply sidecar.yaml, where sidecar.yaml is the path to the file.

    $ oc apply -f sidecar.yaml
  3. Run the following command to verify that the sidecar was created successfully.

    $ oc get sidecar

1.14.6. Understanding network policies

Red Hat OpenShift Service Mesh automatically creates and manages a number of NetworkPolicies resources in the control plane and application namespaces. This is to ensure that applications and the control plane can communicate with each other.

For example, if you have configured your OpenShift Container Platform cluster to use the SDN plug-in, Red Hat OpenShift Service Mesh creates a NetworkPolicy resource in each member project. This enables ingress to all pods in the mesh from the other mesh members and the control plane. This also restricts ingress to only member projects. If you require ingress from non-member projects, you need to create a NetworkPolicy to allow that traffic through. If you remove a namespace from Service Mesh, this NetworkPolicy resource is deleted from the project.

1.14.6.1. Disabling automatic creation of network policies

If you want to disable the automatic creation and management of NetworkPolicy resources, for example to enforce company security policies, or to allow direct access to pods in the mesh, you can do so. You can edit the ServiceMeshControlPlane and set spec.security.manageNetworkPolicy to false.

Note

When you disable spec.security.manageNetworkPolicy Red Hat OpenShift Service Mesh will not create any NetworkPolicy objects. The system administrator is responsible for managing the network and fixing any issues this might cause.

Prerequisites

  • Red Hat OpenShift Service Mesh Operator version 2.1.1 or higher installed.
  • ServiceMeshControlPlane resource updated to version 2.1 or higher.

Procedure

  1. In the OpenShift Container Platform web console, click OperatorsInstalled Operators.
  2. Select the project where you installed the control plane, for example istio-system, from the Project menu.
  3. Click the Red Hat OpenShift Service Mesh Operator. In the Istio Service Mesh Control Plane column, click the name of your ServiceMeshControlPlane, for example basic-install.
  4. On the Create ServiceMeshControlPlane Details page, click YAML to modify your configuration.
  5. Set the ServiceMeshControlPlane field spec.security.manageNetworkPolicy to false, as shown in this example.

    apiVersion: maistra.io/v2
    kind: ServiceMeshControlPlane
    spec:
      security:
          manageNetworkPolicy: false
  6. Click Save.

1.15. Metrics, logs, and traces

Once you have added your application to the mesh, you can observe the data flow through your application. If you do not have your own application installed, you can see how observability works in Red Hat OpenShift Service Mesh by installing the Bookinfo sample application.

1.15.1. Discovering console addresses

Red Hat OpenShift Service Mesh provides the following consoles to view your service mesh data:

  • Kiali console - Kiali is the management console for Red Hat OpenShift Service Mesh.
  • Jaeger console - Jaeger is the management console for Red Hat OpenShift distributed tracing.
  • Grafana console - Grafana provides mesh administrators with advanced query and metrics analysis and dashboards for Istio data. Optionally, Grafana can be used to analyze service mesh metrics.
  • Prometheus console - Red Hat OpenShift Service Mesh uses Prometheus to store telemetry information from services.

When you install the Service Mesh control plane, it automatically generates routes for each of the installed components. Once you have the route address, you can access the Kiali, Jaeger, Prometheus, or Grafana console to view and manage your service mesh data.

Prerequisite

  • The component must be enabled and installed. For example, if you did not install distributed tracing, you will not be able to access the Jaeger console.

Procedure from OpenShift console

  1. Log in to the OpenShift Container Platform web console as a user with cluster-admin rights. If you use Red Hat OpenShift Dedicated, you must have an account with the dedicated-admin role.
  2. Navigate to NetworkingRoutes.
  3. On the Routes page, select the control plane project, for example istio-system, from the Namespace menu.

    The Location column displays the linked address for each route.

  4. If necessary, use the filter to find the component console whose route you want to access. Click the route Location to launch the console.
  5. Click Log In With OpenShift.

Procedure from the CLI

  1. Log in to the OpenShift Container Platform CLI as a user with the cluster-admin role. If you use Red Hat OpenShift Dedicated, you must have an account with the dedicated-admin role.

    $ oc login https://<HOSTNAME>:6443
  2. Switch to the control plane project. In this example, istio-system is the control plane project. Run the following command:

    $ oc project istio-system
  3. To get the routes for the various Red Hat OpenShift Service Mesh consoles, run the folowing command:

    $ oc get routes

    This command returns the URLs for the Kiali, Jaeger, Prometheus, and Grafana web consoles, and any other routes in your service mesh. You should see output similar to the following:

    NAME                    HOST/PORT                         SERVICES              PORT    TERMINATION
    bookinfo-gateway        bookinfo-gateway-yourcompany.com  istio-ingressgateway          http2
    grafana                 grafana-yourcompany.com           grafana               <all>   reencrypt/Redirect
    istio-ingressgateway    istio-ingress-yourcompany.com     istio-ingressgateway  8080
    jaeger                  jaeger-yourcompany.com            jaeger-query          <all>   reencrypt
    kiali                   kiali-yourcompany.com             kiali                 20001   reencrypt/Redirect
    prometheus              prometheus-yourcompany.com        prometheus            <all>   reencrypt/Redirect
  4. Copy the URL for the console you want to access from the HOST/PORT column into a browser to open the console.
  5. Click Log In With OpenShift.

1.15.2. Accessing the Kiali console

You can view your application’s topology, health, and metrics in the Kiali console. If your service is experiencing problems, the Kiali console lets you view the data flow through your service. You can view insights about the mesh components at different levels, including abstract applications, services, and workloads. Kiali also provides an interactive graph view of your namespace in real time.

To access the Kiali console you must have Red Hat OpenShift Service Mesh installed, Kiali installed and configured.

The installation process creates a route to access the Kiali console.

If you know the URL for the Kiali console, you can access it directly. If you do not know the URL, use the following directions.

Procedure for administrators

  1. Log in to the OpenShift Container Platform web console with an administrator role.
  2. Click HomeProjects.
  3. On the Projects page, if necessary, use the filter to find the name of your project.
  4. Click the name of your project, for example, bookinfo.
  5. On the Project details page, in the Launcher section, click the Kiali link.
  6. Log in to the Kiali console with the same user name and password that you use to access the OpenShift Container Platform console.

    When you first log in to the Kiali Console, you see the Overview page which displays all the namespaces in your service mesh that you have permission to view.

    If you are validating the console installation and namespaces have not yet been added to the mesh, there might not be any data to display other than istio-system.

Procedure for developers

  1. Log in to the OpenShift Container Platform web console with a developer role.
  2. Click Project.
  3. On the Project Details page, if necessary, use the filter to find the name of your project.
  4. Click the name of your project, for example, bookinfo.
  5. On the Project page, in the Launcher section, click the Kiali link.
  6. Click Log In With OpenShift.

1.15.3. Viewing service mesh data in the Kiali console

The Kiali Graph offers a powerful visualization of your mesh traffic. The topology combines real-time request traffic with your Istio configuration information to present immediate insight into the behavior of your service mesh, letting you quickly pinpoint issues. Multiple Graph Types let you visualize traffic as a high-level service topology, a low-level workload topology, or as an application-level topology.

There are several graphs to choose from:

  • The App graph shows an aggregate workload for all applications that are labeled the same.
  • The Service graph shows a node for each service in your mesh but excludes all applications and workloads from the graph. It provides a high level view and aggregates all traffic for defined services.
  • The Versioned App graph shows a node for each version of an application. All versions of an application are grouped together.
  • The Workload graph shows a node for each workload in your service mesh. This graph does not require you to use the application and version labels. If your application does not use version labels, use this the graph.

Graph nodes are decorated with a variety of information, pointing out various route routing options like virtual services and service entries, as well as special configuration like fault-injection and circuit breakers. It can identify mTLS issues, latency issues, error traffic and more. The Graph is highly configurable, can show traffic animation, and has powerful Find and Hide abilities.

Click the Legend button to view information about the shapes, colors, arrows, and badges displayed in the graph.

To view a summary of metrics, select any node or edge in the graph to display its metric details in the summary details panel.

1.15.3.1. Changing graph layouts in Kiali

The layout for the Kiali graph can render differently depending on your application architecture and the data to display. For example, the number of graph nodes and their interactions can determine how the Kiali graph is rendered. Because it is not possible to create a single layout that renders nicely for every situation, Kiali offers a choice of several different layouts.

Prerequisites

  • If you do not have your own application installed, install the Bookinfo sample application. Then generate traffic for the Bookinfo application by entering the following command several times.

    $ curl "http://$GATEWAY_URL/productpage"

    This command simulates a user visiting the productpage microservice of the application.

Procedure

  1. Launch the Kiali console.
  2. Click Log In With OpenShift.
  3. In Kiali console, click Graph to view a namespace graph.
  4. From the Namespace menu, select your application namespace, for example, bookinfo.
  5. To choose a different graph layout, do either or both of the following:

    • Select different graph data groupings from the menu at the top of the graph.

      • App graph
      • Service graph
      • Versioned App graph (default)
      • Workload graph
    • Select a different graph layout from the Legend at the bottom of the graph.

      • Layout default dagre
      • Layout 1 cose-bilkent
      • Layout 2 cola

1.15.3.2. Viewing logs in the Kiali console

You can view logs for your workloads in the Kiali console. The Workload Detail page includes a Logs tab which displays a unified logs view that displays both application and proxy logs. You can select how often you want the log display in Kiali to be refreshed.

To change the logging level on the logs displayed in Kiali, you change the logging configuration for the workload or the proxy.

Prerequisites

  • Service Mesh installed and configured.
  • Kiali installed and configured.
  • The address for the Kiali console.
  • Application or Bookinfo sample application added to the mesh.

Procedure

  1. Launch the Kiali console.
  2. Click Log In With OpenShift.

    The Kiali Overview page displays namespaces that have been added to the mesh that you have permissions to view.

  3. Click Workloads.
  4. On the Workloads page, select the project from the Namespace menu.
  5. If necessary, use the filter to find the workload whose logs you want to view. Click the workload Name. For example, click ratings-v1.
  6. On the Workload Details page, click the Logs tab to view the logs for the workload.
Tip

If you do not see any log entries, you may need to adjust either the Time Range or the Refresh interval.

1.15.3.3. Viewing metrics in the Kiali console

You can view inbound and outbound metrics for your applications, workloads, and services in the Kiali console. The Detail pages include the following tabs:

  • inbound Application metrics
  • outbound Application metrics
  • inbound Workload metrics
  • outbound Workload metrics
  • inbound Service metrics

These tabs display predefined metrics dashboards, tailored to the relevant application, workload or service level. The application and workload detail views show request and response metrics such as volume, duration, size, or TCP traffic. The service detail view shows request and response metrics for inbound traffic only.

Kiali lets you customize the charts by choosing the charted dimensions. Kiali can also present metrics reported by either source or destination proxy metrics. And for troubleshooting, Kiali can overlay trace spans on the metrics.

Prerequisites

  • Service Mesh installed and configured.
  • Kiali installed and configured.
  • The address for the Kiali console.
  • (Optional) Distributed tracing installed and configured.

Procedure

  1. Launch the Kiali console.
  2. Click Log In With OpenShift.

    The Kiali Overview page displays namespaces that have been added to the mesh that you have permissions to view.

  3. Click either Applications, Workloads, or Services.
  4. On the Applications, Workloads, or Services page, select the project from the Namespace menu.
  5. If necessary, use the filter to find the application, workload, or service whose logs you want to view. Click the Name.
  6. On the Application Detail, Workload Details, or Service Details page, click either the Inbound Metrics or Outbound Metrics tab to view the metrics.

1.15.4. Distributed tracing

Distributed tracing is the process of tracking the performance of individual services in an application by tracing the path of the service calls in the application. Each time a user takes action in an application, a request is executed that might require many services to interact to produce a response. The path of this request is called a distributed transaction.

Red Hat OpenShift Service Mesh uses Red Hat OpenShift distributed tracing to allow developers to view call flows in a microservice application.

1.15.4.1. Connecting an existing distributed tracing instance

If you already have an existing Red Hat OpenShift distributed tracing platform instance in OpenShift Container Platform, you can configure your ServiceMeshControlPlane resource to use that instance for distributed tracing.

Prerequisites

  • Red Hat OpenShift distributed tracing instance installed and configured.

Procedure

  1. In the OpenShift Container Platform web console, click OperatorsInstalled Operators.
  2. Click the Project menu and select the project where you installed the control plane, for example istio-system.
  3. Click the Red Hat OpenShift Service Mesh Operator. In the Istio Service Mesh Control Plane column, click the name of your ServiceMeshControlPlane resource, for example basic.
  4. Add the name of your distributed tracing platform instance to the ServiceMeshControlPlane.

    1. Click the YAML tab.
    2. Add the name of your distributed tracing platform instance to spec.addons.jaeger.name in your ServiceMeshControlPlane resource. In the following example, distr-tracing-production is the name of the distributed tracing platform instance.

      Example distributed tracing configuration

      spec:
        addons:
          jaeger:
            name: distr-tracing-production

    3. Click Save.
  5. Click Reload to verify the ServiceMeshControlPlane resource was configured correctly.

1.15.4.2. Adjusting the sampling rate

A trace is an execution path between services in the service mesh. A trace is comprised of one or more spans. A span is a logical unit of work that has a name, start time, and duration. The sampling rate determines how often a trace is persisted.

The Envoy proxy sampling rate is set to sample 100% of traces in your service mesh by default. A high sampling rate consumes cluster resources and performance but is useful when debugging issues. Before you deploy Red Hat OpenShift Service Mesh in production, set the value to a smaller proportion of traces. For example, set spec.tracing.sampling to 100 to sample 1% of traces.

Configure the Envoy proxy sampling rate as a scaled integer representing 0.01% increments.

In a basic installation, spec.tracing.sampling is set to 10000, which samples 100% of traces. For example:

  • Setting the value to 10 samples 0.1% of traces.
  • Setting the value to 500 samples 5% of traces.
Note

The Envoy proxy sampling rate applies for applications that are available to a Service Mesh, and use the Envoy proxy. This sampling rate determines how much data the Envoy proxy collects and tracks.

The Jaeger remote sampling rate applies to applications that are external to the Service Mesh, and do not use the Envoy proxy, such as a database. This sampling rate determines how much data the distributed tracing system collects and stores. For more information, see Distributed tracing configuration options.

Procedure

  1. In the OpenShift Container Platform web console, click OperatorsInstalled Operators.
  2. Click the Project menu and select the project where you installed the control plane, for example istio-system.
  3. Click the Red Hat OpenShift Service Mesh Operator. In the Istio Service Mesh Control Plane column, click the name of your ServiceMeshControlPlane resource, for example basic.
  4. To adjust the sampling rate, set a different value for spec.tracing.sampling.

    1. Click the YAML tab.
    2. Set the value for spec.tracing.sampling in your ServiceMeshControlPlane resource. In the following example, set it to 100.

      Jaeger sampling example

      spec:
        tracing:
          sampling: 100

    3. Click Save.
  5. Click Reload to verify the ServiceMeshControlPlane resource was configured correctly.

1.15.5. Accessing the Jaeger console

To access the Jaeger console you must have Red Hat OpenShift Service Mesh installed, Red Hat OpenShift distributed tracing platform installed and configured.

The installation process creates a route to access the Jaeger console.

If you know the URL for the Jaeger console, you can access it directly. If you do not know the URL, use the following directions.

Procedure from OpenShift console

  1. Log in to the OpenShift Container Platform web console as a user with cluster-admin rights. If you use Red Hat OpenShift Dedicated, you must have an account with the dedicated-admin role.
  2. Navigate to NetworkingRoutes.
  3. On the Routes page, select the control plane project, for example istio-system, from the Namespace menu.

    The Location column displays the linked address for each route.

  4. If necessary, use the filter to find the jaeger route. Click the route Location to launch the console.
  5. Click Log In With OpenShift.

Procedure from Kiali console

  1. Launch the Kiali console.
  2. Click Distributed Tracing in the left navigation pane.
  3. Click Log In With OpenShift.

Procedure from the CLI

  1. Log in to the OpenShift Container Platform CLI as a user with the cluster-admin role. If you use Red Hat OpenShift Dedicated, you must have an account with the dedicated-admin role.

    $ oc login https://<HOSTNAME>:6443
  2. To query for details of the route using the command line, enter the following command. In this example, istio-system is the control plane namespace.

    $ export JAEGER_URL=$(oc get route -n istio-system jaeger -o jsonpath='{.spec.host}')
  3. Launch a browser and navigate to https://<JAEGER_URL>, where <JAEGER_URL> is the route that you discovered in the previous step.
  4. Log in using the same user name and password that you use to access the OpenShift Container Platform console.
  5. If you have added services to the service mesh and have generated traces, you can use the filters and Find Traces button to search your trace data.

    If you are validating the console installation, there is no trace data to display.

For more information about configuring Jaeger, see the distributed tracing documentation.

1.15.6. Accessing the Grafana console

Grafana is an analytics tool that you can use to view, query, and analyze your service mesh metrics. In this example, istio-system is the control plane namespace. To access Grafana, do the following:

Procedure

  1. Log in to the OpenShift Container Platform web console.
  2. Click the Project menu and select the project where you installed the control plane, for example istio-system.
  3. Click Routes.
  4. Click the link in the Location column for the Grafana row.
  5. Log in to the Grafana console with your OpenShift Container Platform credentials.

1.15.7. Accessing the Prometheus console

Prometheus is a monitoring and alerting tool that you can use to collect multi-dimensional data about your microservices. In this example, istio-system is the control plane namespace.

Procedure

  1. Log in to the OpenShift Container Platform web console.
  2. Click the Project menu and select the project where you installed the control plane, for example istio-system.
  3. Click Routes.
  4. Click the link in the Location column for the Prometheus row.
  5. Log in to the Prometheus console with your OpenShift Container Platform credentials.

1.16. Performance and scalability

The default ServiceMeshControlPlane settings are not intended for production use; they are designed to install successfully on a default OpenShift Container Platform installation, which is a resource-limited environment. After you have verified a successful SMCP installation, you should modify the settings defined within the SMCP to suit your environment.

1.16.2. Load test results

The upstream Istio community load tests mesh consists of 1000 services and 2000 sidecars with 70,000 mesh-wide requests per second. Running the tests using Istio 1.6.8, generated the following results:

  • The Envoy proxy uses 0.5 vCPU and 50 MB memory per 1000 requests per second going through the proxy.
  • Istiod uses 1 vCPU and 1.5 GB of memory.
  • The Envoy proxy adds 3.12 ms to the 90th percentile latency.
  • The legacy istio-telemetry service (disabled by default in Service Mesh 2.0) uses 0.6 vCPU per 1000 mesh-wide requests per second for deployments that use Mixer. The data plane components, the Envoy proxies, handle data flowing through the system. The control plane component, Istiod, configures the data plane. The data plane and control plane have distinct performance concerns.

1.16.2.1. Control plane performance

Istiod configures sidecar proxies based on user authored configuration files and the current state of the system. In a Kubernetes environment, Custom Resource Definitions (CRDs) and deployments constitute the configuration and state of the system. The Istio configuration objects like gateways and virtual services, provide the user-authored configuration. To produce the configuration for the proxies, Istiod processes the combined configuration and system state from the Kubernetes environment and the user-authored configuration.

The control plane supports thousands of services, spread across thousands of pods with a similar number of user authored virtual services and other configuration objects. Istiod’s CPU and memory requirements scale with the number of configurations and possible system states. The CPU consumption scales with the following factors:

  • The rate of deployment changes.
  • The rate of configuration changes.
  • The number of proxies connecting to Istiod.

However this part is inherently horizontally scalable.

1.16.2.2. Data plane performance

Data plane performance depends on many factors, for example:

  • Number of client connections
  • Target request rate
  • Request size and response size
  • Number of proxy worker threads
  • Protocol
  • CPU cores
  • Number and types of proxy filters, specifically telemetry v2 related filters.

The latency, throughput, and the proxies' CPU and memory consumption are measured as a function of these factors.

1.16.2.2.1. CPU and memory consumption

Since the sidecar proxy performs additional work on the data path, it consumes CPU and memory. As of Istio 1.1, a proxy consumes about 0.6 vCPU per 1000 requests per second.

The memory consumption of the proxy depends on the total configuration state the proxy holds. A large number of listeners, clusters, and routes can increase memory usage.

Since the proxy normally doesn’t buffer the data passing through, request rate doesn’t affect the memory consumption.

1.16.2.2.2. Additional latency

Since Istio injects a sidecar proxy on the data path, latency is an important consideration. Istio adds an authentication filter, a telemetry filter, and a metadata exchange filter to the proxy. Every additional filter adds to the path length inside the proxy and affects latency.

The Envoy proxy collects raw telemetry data after a response is sent to the client. The time spent collecting raw telemetry for a request does not contribute to the total time taken to complete that request. However, since the worker is busy handling the request, the worker won’t start handling the next request immediately. This process adds to the queue wait time of the next request and affects average and tail latencies. The actual tail latency depends on the traffic pattern.

Inside the mesh, a request traverses the client-side proxy and then the server-side proxy. In the default configuration of Istio 1.6.8 (that is, Istio with telemetry v2), the two proxies add about 3.12 ms and 3.13 ms to the 90th and 99th percentile latency, respectively, over the baseline data plane latency.

1.17. Configuring Service Mesh for production

When you are ready to move from a basic installation to production, you must configure your control plane, tracing, and security certificates to meet production requirements.

Prerequisites

  • Install and configure Red Hat OpenShift Service Mesh.
  • Test your configuration in a staging environment.

1.17.1. Configuring your ServiceMeshControlPlane resource for production

If you have installed a basic ServiceMeshControlPlane resource to test Service Mesh, you must configure it to production specification before you use Red Hat OpenShift Service Mesh in production.

You cannot change the metadata.name field of an existing ServiceMeshControlPlane resource. For production deployments, you must customize the default template.

Procedure

  1. Configure the distributed tracing platform for production.

    1. Edit the ServiceMeshControlPlane resource to use the production deployment strategy, by setting spec.addons.jaeger.install.storage.type to Elasticsearch and specify additional configuration options under install. You can create and configure your Jaeger instance and set spec.addons.jaeger.name to the name of the Jaeger instance.

      Default Jaeger parameters including Elasticsearch

      apiVersion: maistra.io/v2
      kind: ServiceMeshControlPlane
      metadata:
        name: basic
      spec:
        version: v2.1
        tracing:
          sampling: 100
          type: Jaeger
        addons:
          jaeger:
            name: MyJaeger
            install:
              storage:
                type: Elasticsearch
              ingress:
                enabled: true
        runtime:
          components:
            tracing.jaeger.elasticsearch: # only supports resources and image name
              container:
                resources: {}

    2. Configure the sampling rate for production. For more information, see the Performance and scalability section.
  2. Ensure your security certificates are production ready by installing security certificates from an external certificate authority. For more information, see the Security section.
  3. Verify the results. Enter the following command to verify that the ServiceMeshControlPlane resource updated properly. In this example, basic is the name of the ServiceMeshControlPlane resource.

    $ oc get smcp basic -o yaml

1.17.2. Additional resources

1.18. Connecting service meshes

Federation is a deployment model that lets you share services and workloads between separate meshes managed in distinct administrative domains.

1.18.1. Federation overview

Federation is a set of features that let you connect services between separate meshes, allowing the use of Service Mesh features such as authentication, authorization, and traffic management across multiple, distinct administrative domains.

Implementing a federated mesh lets you run, manage, and observe a single service mesh running across multiple OpenShift clusters. Red Hat OpenShift Service Mesh federation takes an opinionated approach to a multi-cluster implementation of Service Mesh that assumes minimal trust between meshes.

Service Mesh federation assumes that each mesh is managed individually and retains its own administrator. The default behavior is that no communication is permitted and no information is shared between meshes. The sharing of information between meshes is on an explicit opt-in basis. Nothing is shared in a federated mesh unless it has been configured for sharing. Support functions such as certificate generation, metrics and trace collection remain local in their respective meshes.

You configure the ServiceMeshControlPlane on each service mesh to create ingress and egress gateways specifically for the federation, and to specify the trust domain for the mesh.

Federation also involves the creation of additional federation files. The following resources are used to configure the federation between two or more meshes.

  • A ServiceMeshPeer resource declares the federation between a pair of service meshes.
  • An ExportedServiceSet resource declares that one or more services from the mesh are available for use by a peer mesh.
  • An ImportedServiceSet resource declares which services exported by a peer mesh will be imported into the mesh.

1.18.2. Federation features

Features of the Red Hat OpenShift Service Mesh federated approach to joining meshes include the following:

  • Supports common root certificates for each mesh.
  • Supports different root certificates for each mesh.
  • Mesh administrators must manually configure certificate chains, service discovery endpoints, trust domains, etc for meshes outside of the Federated mesh.
  • Only export/import the services that you want to share between meshes.

    • Defaults to not sharing information about deployed workloads with other meshes in the federation. A service can be exported to make it visible to other meshes and allow requests from workloads outside of its own mesh.
    • A service that has been exported can be imported to another mesh, enabling workloads on that mesh to send requests to the imported service.
  • Encrypts communication between meshes at all times.
  • Supports configuring load balancing across workloads deployed locally and workloads that are deployed in another mesh in the federation.

When a mesh is joined to another mesh it can do the following:

  • Provide trust details about itself to the federated mesh.
  • Discover trust details about the federated mesh.
  • Provide information to the federated mesh about its own exported services.
  • Discover information about services exported by the federated mesh.

1.18.3. Federation security

Red Hat OpenShift Service Mesh federation takes an opinionated approach to a multi-cluster implementation of Service Mesh that assumes minimal trust between meshes. Data security is built in as part of the federation features.

  • Each mesh is considered to be a unique tenant, with a unique administration.
  • You create a unique trust domain for each mesh in the federation.
  • Traffic between the federated meshes is automatically encrypted using mutual Transport Layer Security (mTLS).
  • The Kiali graph only displays your mesh and services that you have imported. You cannot see the other mesh or services that have not been imported into your mesh.

1.18.4. Federation limitations

The Red Hat OpenShift Service Mesh federated approach to joining meshes has the following limitations:

  • Federation of meshes is not supported on OpenShift Dedicated.
  • Federation of meshes is not supported on Microsoft Azure Red Hat OpenShift (ARO).
  • Federation of meshes is not supported on Red Hat OpenShift Service on AWS (ROSA).

1.18.5. Federation prerequisites

The Red Hat OpenShift Service Mesh federated approach to joining meshes has the following prerequisites:

  • Two or more OpenShift Container Platform 4.6 or above clusters.
  • Federation was introduced in Red Hat OpenShift Service Mesh 2.1. You must have the Red Hat OpenShift Service Mesh 2.1 Operator installed on each mesh that you want to federate.
  • You must have a version 2.1 ServiceMeshControlPlane deployed on each mesh that you want to federate.
  • You must configure the load balancers supporting the services associated with the federation gateways to support raw TLS traffic. Federation traffic consists of HTTPS for discovery and raw encrypted TCP for service traffic.
  • Services that you want to expose to another mesh should be deployed before you can export and import them. However, this is not a strict requirement. You can specify service names that do not yet exist for export/import. When you deploy the services named in the ExportedServiceSet and ImportedServiceSet they will be automatically made available for export/import.

1.18.6. Planning your mesh federation

Before you start configuring your mesh federation, you should take some time to plan your implementation.

  • How many meshes do you plan to join in a federation? You probably want to start with a limited number of meshes, perhaps two or three.
  • What naming convention do you plan to use for each mesh? Having a pre-defined naming convention will help with configuration and troubleshooting. The examples in this documentation use different colors for each mesh. You should decide on a naming convention that will help you determine who owns and manages each mesh, as well as the following federation resources:

    • Cluster names
    • Cluster network names
    • Mesh names and namespaces
    • Federation ingress gateways
    • Federation egress gateways
    • Security trust domains

      Note

      Each mesh in the federation must have its own unique trust domain.

  • Which services from each mesh do you plan to export to the federated mesh? Each service can be exported individually, or you can specify labels or use wildcards.

    • Do you want to use aliases for the service namespaces?
    • Do you want to use aliases for the exported services?
  • Which exported services does each mesh plan to import? Each mesh only imports the services that it needs.

    • Do you want to use aliases for the imported services?

1.18.7. Mesh federation across clusters

To connect one instance of the OpenShift Service Mesh with one running in a different cluster, the procedure is not much different as when connecting two meshes deployed in the same cluster. However, the ingress gateway of one mesh must be reachable from the other mesh. One way of ensuring this is to configure the gateway service as a LoadBalancer service if the cluster supports this type of service.

The service must be exposed through a load balancer that operates at Layer4 of the OSI model.

1.18.7.1. Exposing the federation ingress on clusters running on bare metal

If the cluster runs on bare metal and fully supports LoadBalancer services, the IP address found in the .status.loadBalancer.ingress.ip field of the ingress gateway Service object should be specified as one of the entries in the .spec.remote.addresses field of the ServiceMeshPeer object.

If the cluster does not support LoadBalancer services, using a NodePort service could be an option if the nodes are accessible from the cluster running the other mesh. In the ServiceMeshPeer object, specify the IP addresses of the nodes in the .spec.remote.addresses field and the service’s node ports in the .spec.remote.discoveryPort and .spec.remote.servicePort fields.

1.18.7.2. Exposing the federation ingress on clusters running on IBM Power and IBM Z

If the cluster runs on IBM Power or IBM Z infrastructure and fully supports LoadBalancer services, the IP address found in the .status.loadBalancer.ingress.ip field of the ingress gateway Service object should be specified as one of the entries in the .spec.remote.addresses field of the ServiceMeshPeer object.

If the cluster does not support LoadBalancer services, using a NodePort service could be an option if the nodes are accessible from the cluster running the other mesh. In the ServiceMeshPeer object, specify the IP addresses of the nodes in the .spec.remote.addresses field and the service’s node ports in the .spec.remote.discoveryPort and .spec.remote.servicePort fields.

1.18.7.3. Exposing the federation ingress on Amazon Web Services (AWS)

By default, LoadBalancer services in clusters running on AWS do not support L4 load balancing. In order for Red Hat OpenShift Service Mesh federation to operate correctly, the following annotation must be added to the ingress gateway service:

service.beta.kubernetes.io/aws-load-balancer-type: nlb

The Fully Qualified Domain Name found in the .status.loadBalancer.ingress.hostname field of the ingress gateway Service object should be specified as one of the entries in the .spec.remote.addresses field of the ServiceMeshPeer object.

1.18.7.4. Exposing the federation ingress on Azure

On Microsoft Azure, merely setting the service type to LoadBalancer suffices for mesh federation to operate correctly.

The IP address found in the .status.loadBalancer.ingress.ip field of the ingress gateway Service object should be specified as one of the entries in the .spec.remote.addresses field of the ServiceMeshPeer object.

1.18.7.5. Exposing the federation ingress on Google Cloud Platform (GCP)

On Google Cloud Platform, merely setting the service type to LoadBalancer suffices for mesh federation to operate correctly.

The IP address found in the .status.loadBalancer.ingress.ip field of the ingress gateway Service object should be specified as one of the entries in the .spec.remote.addresses field of the ServiceMeshPeer object.

1.18.8. Federation implementation checklist

Federating services meshes involves the following activities:

  • ❏ Configure networking between the clusters that you are going to federate.

    • ❏ Configure the load balancers supporting the services associated with the federation gateways to support raw TLS traffic.
  • ❏ Installing the Red Hat OpenShift Service Mesh version 2.1 Operator in each of your clusters.
  • ❏ Deploying a version 2.1 ServiceMeshControlPlane to each of your clusters.
  • ❏ Configuring the SMCP for federation for each mesh that you want to federate:

    • ❏ Create a federation egress gateway for each mesh you are going to federate with
    • ❏ Create a federation ingress gateway for each mesh you are going to federate with
    • ❏ Configure a unique trust domain
  • ❏ Federate two or more meshes by creating a ServiceMeshPeer resource for each mesh pair.
  • ❏ Export services by creating an ExportServiceSet resource to make services available from one mesh to a peer mesh.
  • ❏ Import services by creating an ImportServiceSet resource to import services shared by a mesh peer.

1.18.9. Configuring a control plane for federation

Before a mesh can be federated, you must configure the ServiceMeshControlPlane for mesh federation. Because all meshes that are members of the federation are equal, and each mesh is managed independently, you must configure the SMCP for each mesh that will participate in the federation.

In the following example, the administrator for the red-mesh is configuring the SMCP for federation with both the green-mesh and the blue-mesh.

Sample SMCP for red-mesh

apiVersion: maistra.io/v2
kind: ServiceMeshControlPlane
metadata:
  name: red-mesh
  namespace: red-mesh-system
spec:
  version: v2.1
  runtime:
    defaults:
      container:
        imagePullPolicy: Always
  gateways:
    additionalEgress:
      egress-green-mesh:
        enabled: true
        requestedNetworkView:
        - green-network
        routerMode: sni-dnat
        service:
          metadata:
            labels:
              federation.maistra.io/egress-for: egress-green-mesh
          ports:
          - port: 15443
            name: tls
          - port: 8188
            name: http-discovery  #note HTTP here
      egress-blue-mesh:
        enabled: true
        requestedNetworkView:
        - blue-network
        routerMode: sni-dnat
        service:
          metadata:
            labels:
              federation.maistra.io/egress-for: egress-blue-mesh
          ports:
          - port: 15443
            name: tls
          - port: 8188
            name: http-discovery  #note HTTP here
    additionalIngress:
      ingress-green-mesh:
        enabled: true
        routerMode: sni-dnat
        service:
          type: LoadBalancer
          metadata:
            labels:
              federation.maistra.io/ingress-for: ingress-green-mesh
          ports:
          - port: 15443
            name: tls
          - port: 8188
            name: https-discovery  #note HTTPS here
      ingress-blue-mesh:
        enabled: true
        routerMode: sni-dnat
        service:
          type: LoadBalancer
          metadata:
            labels:
              federation.maistra.io/ingress-for: ingress-blue-mesh
          ports:
          - port: 15443
            name: tls
          - port: 8188
            name: https-discovery  #note HTTPS here
  security:
    trust:
      domain: red-mesh.local

Table 1.6. ServiceMeshControlPlane federation configuration parameters

ParameterDescriptionValuesDefault value
spec:
  cluster:
    name:

Name of the cluster. You are not required to specify a cluster name, but it is helpful for troubleshooting.

String

N/A

spec:
  cluster:
    network:

Name of the cluster network. You are not required to specify a name for the network, but it is helpful for configuration and troubleshooting.

String

N/A

1.18.9.1. Understanding federation gateways

You use a gateway to manage inbound and outbound traffic for your mesh, letting you specify which traffic you want to enter or leave the mesh.

You use ingress and egress gateways to manage traffic entering and leaving the service mesh (North-South traffic). When you create a federated mesh, you create additional ingress/egress gateways, to facilitate service discovery between federated meshes, communication between federated meshes, and to manage traffic flow between service meshes (East-West traffic).

To avoid naming conflicts between meshes, you must create separate egress and ingress gateways for each mesh. For example, red-mesh would have separate egress gateways for traffic going to green-mesh and blue-mesh.

Table 1.7. Federation gateway parameters

ParameterDescriptionValuesDefault value
spec:
  gateways:
    additionalEgress:
      <egressName>:

Define an additional egress gateway for each mesh peer in the federation.

  
spec:
  gateways:
    additionalEgress:
      <egressName>:
        enabled:

This parameter enables or disables the federation egress.

true/false

true

spec:
  gateways:
    additionalEgress:
      <egressName>:
        requestedNetworkView:

Networks associated with exported services.

Set to the value of spec.cluster.network in the SMCP for the mesh, otherwise use <ServiceMeshPeer-name>-network. For example, if the ServiceMeshPeer resource for that mesh is named west, then the network would be named west-network.

 
spec:
  gateways:
    additionalEgress:
      <egressName>:
        routerMode:

The router mode to be used by the gateway.

sni-dnat

 
spec:
  gateways:
    additionalEgress:
      <egressName>:
        service:
          metadata:
            labels:
              federation.maistra.io/egress-for:

Specify a unique label for the gateway to prevent federated traffic from flowing through the cluster’s default system gateways.

  
spec:
  gateways:
    additionalEgress:
      <egressName>:
        service:
          ports:

Used to specify the port: and name: used for TLS and service discovery. Federation traffic consists of raw encrypted TCP for service traffic.

Port 15443 is required for sending TLS service requests to other meshes in the federation. Port 8188 is required for sending service discovery requests to other meshes in the federation.

 
spec:
  gateways:
    additionalIngress:

Define an additional ingress gateway gateway for each mesh peer in the federation.

  
spec:
  gateways:
    additionalIgress:
      <ingressName>:
        enabled:

This parameter enables or disables the federation ingress.

true/false

true

spec:
  gateways:
    additionalIngress:
      <ingressName>:
        routerMode:

The router mode to be used by the gateway.

sni-dnat

 
spec:
  gateways:
    additionalIngress:
      <ingressName>:
        service:
          type:

The ingress gateway service must be exposed through a load balancer that operates at Layer 4 of the OSI model and is publicly available.

LoadBalancer

 
spec:
  gateways:
    additionalIngress:
      <ingressName>:
        service:
          type:

If the cluster does not support LoadBalancer services, the ingress gateway service can be exposed through a NodePort service.

NodePort

 
spec:
  gateways:
    additionalIngress:
      <ingressName>:
        service:
          metadata:
            labels:
              federation.maistra.io/ingress-for:

Specify a unique label for the gateway to prevent federated traffic from flowing through the cluster’s default system gateways.

  
spec:
  gateways:
    additionalIngress:
      <ingressName>:
        service:
          ports:

Used to specify the port: and name: used for TLS and service discovery. Federation traffic consists of raw encrypted TCP for service traffic. Federation traffic consists of HTTPS for discovery.

Port 15443 is required for receiving TLS service requests to other meshes in the federation. Port 8188 is required for receiving service discovery requests to other meshes in the federation.

 
spec:
  gateways:
    additionalIngress:
      <ingressName>:
        service:
          ports:
            nodePort:

Used to specify the nodePort: if the cluster does not support LoadBalancer services.

If specified, is required in addition to port: and name: for both TLS and service discovery. nodePort: must be in the range 30000-32767.

 

In the following example, the administrator is configuring the SMCP for federation with the green-mesh using a NodePort service.

Sample SMCP for NodePort

  gateways:
     additionalIngress:
      ingress-green-mesh:
        enabled: true
        routerMode: sni-dnat
        service:
          type: NodePort
          metadata:
            labels:
              federation.maistra.io/ingress-for: ingress-green-mesh
          ports:
          - port: 15443
            nodePort: 30510
            name: tls
          - port: 8188
            nodePort: 32359
            name: https-discovery

1.18.9.2. Understanding federation trust domain parameters

Each mesh in the federation must have its own unique trust domain. This value is used when configuring mesh federation in the ServiceMeshPeer resource.

kind: ServiceMeshControlPlane
metadata:
  name: red-mesh
  namespace: red-mesh-system
spec:
  security:
    trust:
      domain: red-mesh.local

Table 1.8. Federation security parameters

ParameterDescriptionValuesDefault value
spec:
  security:
    trust:
      domain:

Used to specify a unique name for the trust domain for the mesh. Domains must be unique for every mesh in the federation.

<mesh-name>.local

N/A

Procedure from the Console

Follow this procedure to edit the ServiceMeshControlPlane with the OpenShift Container Platform web console. This example uses the red-mesh as an example.

  1. Log in to the OpenShift Container Platform web console as a user with the cluster-admin role.
  2. Navigate to OperatorsInstalled Operators.
  3. Click the Project menu and select the project where you installed the control plane. For example, red-mesh-system.
  4. Click the Red Hat OpenShift Service Mesh Operator.
  5. On the Istio Service Mesh Control Plane tab, click the name of your ServiceMeshControlPlane, for example red-mesh.
  6. On the Create ServiceMeshControlPlane Details page, click YAML to modify your configuration.
  7. Modify your ServiceMeshControlPlane to add federation ingress and egress gateways and to specify the trust domain.
  8. Click Save.

Procedure from the CLI

Follow this procedure to create or edit the ServiceMeshControlPlane with the command line. This example uses the red-mesh as an example.

  1. Log in to the OpenShift Container Platform CLI as a user with the cluster-admin role. Enter the following command. Then, enter your username and password when prompted.

    $ oc login --username=NAMEOFUSER https://<HOSTNAME>:6443
  2. Change to the project where you installed the control plane, for example red-mesh-system.

    $ oc project red-mesh-system
  3. Edit the ServiceMeshControlPlane file to add federation ingress and egress gateways and to specify the trust domain.
  4. Run the following command to edit the control plane where red-mesh-system is the system namespace and red-mesh is the name of the ServiceMeshControlPlane object:

    $ oc edit -n red-mesh-system smcp red-mesh
  5. Enter the following command, where red-mesh-system is the system namespace, to see the status of the control plane installation.

    $ oc get smcp -n red-mesh-system

    The installation has finished successfully when the READY column indicates that all components are ready.

    NAME       READY   STATUS            PROFILES      VERSION   AGE
    red-mesh   10/10   ComponentsReady   ["default"]   2.1.0     4m25s

1.18.10. Joining a federated mesh

You declare the federation between two meshes by creating a ServiceMeshPeer resource. The ServiceMeshPeer resource defines the federation between two meshes, and you use it to configure discovery for the peer mesh, access to the peer mesh, and certificates used to validate the other mesh’s clients.

Service Mesh federated mesh peers illustration

Meshes are federated on a one-to-one basis, so each pair of peers requires a pair of ServiceMeshPeer resources specifying the federation connection to the other service mesh. For example, federating two meshes named red and green would require two ServiceMeshPeer files.

  1. On red-mesh-system, create a ServiceMeshPeer for the green mesh.
  2. On green-mesh-system, create a ServiceMeshPeer for the red mesh.

Federating three meshes named red, blue, and green would require six ServiceMeshPeer files.

  1. On red-mesh-system, create a ServiceMeshPeer for the green mesh.
  2. On red-mesh-system, create a ServiceMeshPeer for the blue mesh.
  3. On green-mesh-system, create a ServiceMeshPeer for the red mesh.
  4. On green-mesh-system, create a ServiceMeshPeer for the blue mesh.
  5. On blue-mesh-system, create a ServiceMeshPeer for the red mesh.
  6. On blue-mesh-system, create a ServiceMeshPeer for the green mesh.

Configuration in the ServiceMeshPeer resource includes the following:

  • The address of the other mesh’s ingress gateway, which is used for discovery and service requests.
  • The names of the local ingress and egress gateways that is used for interactions with the specified peer mesh.
  • The client ID used by the other mesh when sending requests to this mesh.
  • The trust domain used by the other mesh.
  • The name of a ConfigMap containing a root certificate that is used to validate client certificates in the trust domain used by the other mesh.

In the following example, the administrator for the red-mesh is configuring federation with the green-mesh.

Example ServiceMeshPeer resource for red-mesh

kind: ServiceMeshPeer
apiVersion: federation.maistra.io/v1
metadata:
  name: green-mesh
  namespace: red-mesh-system
spec:
  remote:
    addresses:
    - ingress-red-mesh.green-mesh-system.apps.domain.com
  gateways:
    ingress:
      name: ingress-green-mesh
    egress:
      name: egress-green-mesh
  security:
    trustDomain: green-mesh.local
    clientID: green-mesh.local/ns/green-mesh-system/sa/egress-red-mesh-service-account
    certificateChain:
      kind: ConfigMap
      name: green-mesh-ca-root-cert

Table 1.9. ServiceMeshPeer configuration parameters

ParameterDescriptionValues
metadata:
  name:

Name of the peer mesh that this resource is configuring federation with.

String

metadata:
  namespace:

System namespace for this mesh, that is, where the mesh control plane is installed.

String

spec:
  remote:
    addresses:

List of public addresses of the peer meshes' ingress gateways that are servicing requests from this mesh.

 
spec:
  remote:
    discoveryPort:

The port on which the addresses are handling discovery requests.

Defaults to 8188

spec:
  remote:
    servicePort:

The port on which the addresses are handling service requests.

Defaults to 15443

spec:
  gateways:
    ingress:
      name:

Name of the ingress on this mesh that is servicing requests received from the peer mesh. For example, ingress-green-mesh.

 
spec:
  gateways:
    egress:
      name:

Name of the egress on this mesh that is servicing requests sent to the peer mesh. For example, egress-green-mesh.

 
spec:
  security:
    trustDomain:

The trust domain used by the peer mesh.

<peerMeshName>.local

spec:
  security:
    clientID:

The client ID used by the peer mesh when calling into this mesh.

<peerMeshTrustDomain>/ns/<peerMeshSystem>/sa/<peerMeshEgressGatewayName>-service-account

spec:
  security:
    certificateChain:
      kind: ConfigMap
      name:

The kind (for example, ConfigMap) and name of a resource containing the root certificate used to validate the client and server certificate(s) presented to this mesh by the peer mesh. The key of the config map entry containing the certificate should be root-cert.pem.

kind: ConfigMap name: <peerMesh>-ca-root-cert

1.18.10.1. Creating a ServiceMeshPeer resource

Prerequisites

  • Two or more OpenShift Container Platform 4.6 or above clusters.
  • The clusters must already be networked.
  • The load balancers supporting the services associated with the federation gateways must be configured to support raw TLS traffic.
  • Each cluster must have a version 2.1 ServiceMeshControlPlane configured to support federation deployed.
  • An account with the cluster-admin role.

Procedure from the CLI

Follow this procedure to create a ServiceMeshPeer resource from the command line. This example shows the red-mesh creating a peer resource for the green-mesh.

  1. Log in to the OpenShift Container Platform CLI as a user with the cluster-admin role. Enter the following command. Then, enter your username and password when prompted.

    $ oc login --username=<NAMEOFUSER> <API token> https://<HOSTNAME>:6443
  2. Change to the project where you installed the control plane, for example, red-mesh-system.

    $ oc project red-mesh-system
  3. Create a ServiceMeshPeer file based the following example for the two meshes that you want to federate.

    Example ServiceMeshPeer resource for red-mesh to green-mesh

    kind: ServiceMeshPeer
    apiVersion: federation.maistra.io/v1
    metadata:
      name: green-mesh
      namespace: red-mesh-system
    spec:
      remote:
        addresses:
        - ingress-red-mesh.green-mesh-system.apps.domain.com
      gateways:
        ingress:
          name: ingress-green-mesh
        egress:
          name: egress-green-mesh
      security:
        trustDomain: green-mesh.local
        clientID: green-mesh.local/ns/green-mesh-system/sa/egress-red-mesh-service-account
        certificateChain:
          kind: ConfigMap
          name: green-mesh-ca-root-cert

  4. Run the following command to deploy the resource, where red-mesh-system is the system namespace and servicemeshpeer.yaml includes a full path to the file you edited:

    $ oc create -n red-mesh-system -f servicemeshpeer.yaml
  5. To confirm that connection between the red mesh and green mesh is established, inspect the status of the green-mesh ServiceMeshPeer in the red-mesh-system namespace:

    $ oc -n red-mesh-system get servicemeshpeer green-mesh -o yaml

    Example ServiceMeshPeer connection between red-mesh and green-mesh

    status:
      discoveryStatus:
        active:
        - pod: istiod-red-mesh-b65457658-9wq5j
          remotes:
          - connected: true
            lastConnected: "2021-10-05T13:02:25Z"
            lastFullSync: "2021-10-05T13:02:25Z"
            source: 10.128.2.149
          watch:
            connected: true
            lastConnected: "2021-10-05T13:02:55Z"
            lastDisconnectStatus: 503 Service Unavailable
            lastFullSync: "2021-10-05T13:05:43Z"

    The status.discoveryStatus.active.remotes field shows that istiod in the peer mesh (in this example, the green mesh) is connected to istiod in the current mesh (in this example, the red mesh).

    The status.discoveryStatus.active.watch field shows that istiod in the current mesh is connected to istiod in the peer mesh.

    If you check the servicemeshpeer named red-mesh in green-mesh-system, you’ll find information about the same two connections from the perspective of the green mesh.

    When the connection between two meshes is not established, the ServiceMeshPeer status indicates this in the status.discoveryStatus.inactive field.

    For more information on why a connection attempt failed, inspect the Istiod log, the access log of the egress gateway handling egress traffic for the peer, and the ingress gateway handling ingress traffic for the current mesh in the peer mesh.

    For example, if the red mesh can’t connect to the green mesh, check the following logs:

    • istiod-red-mesh in red-mesh-system
    • egress-green-mesh in red-mesh-system
    • ingress-red-mesh in green-mesh-system

1.18.11. Exporting a service from a federated mesh

Exporting services allows a mesh to share one or more of its services with another member of the federated mesh.

Service Mesh federation exporting service illustration

You use an ExportedServiceSet resource to declare the services from one mesh that you are making available to another peer in the federated mesh. You must explicitly declare each service to be shared with a peer.

  • You can select services by namespace or name.
  • You can use wildcards to select services; for example, to export all the services in a namespace.
  • You can export services using an alias. For example, you can export the foo/bar service as custom-ns/bar.
  • You can only export services that are visible to the mesh’s system namespace. For example, a service in another namespace with a networking.istio.io/exportTo label set to ‘.’ would not be a candidate for export.
  • For exported services, their target services will only see traffic from the ingress gateway, not the original requestor (that is, they won’t see the client ID of either the other mesh’s egress gateway or the workload originating the request)

The following example is for services that red-mesh is exporting to green-mesh.

Example ExportServiceSet resource

kind: ExportedServiceSet
apiVersion: federation.maistra.io/v1
metadata:
  name: green-mesh
  namespace: red-mesh-system
spec:
  exportRules:
  # export ratings.mesh-x-bookinfo as ratings.bookinfo
  - type: NameSelector
    nameSelector:
      namespace: red-mesh-bookinfo
      name: red-ratings
      alias:
        namespace: bookinfo
        name: ratings
  # export any service in red-mesh-bookinfo namespace with label export-service=true
  - type: LabelSelector
    labelSelector:
      namespace: red-mesh-bookinfo
      selector:
        matchLabels:
          export-service: "true"
      aliases: # export all matching services as if they were in the bookinfo namespace
      - namespace: "*"
        name: "*"
        alias:
          namespace: bookinfo

Table 1.10. ExportServiceSet parameters

ParameterDescriptionValues
metadata:
  name:

Name of the ServiceMeshPeer you are exposing this service to.

Must match the name value for the mesh in the ServiceMeshPeer resource.

metadata:
  namespace:

Name of the project/namespace containing this resource (should be the system namespace for the mesh) .

 
spec:
  exportRules:
  - type:

Type of rule that will govern the export for this service. The first matching rule found for the service will be used for the export.

NameSelector, LabelSelector

spec:
  exportRules:
  - type: NameSelector
    nameSelector:
      namespace:
      name:

To create a NameSelector rule, specify the namespace of the service and the name of the service as defined in the Service resource.

 
spec:
  exportRules:
  - type: NameSelector
    nameSelector:
      alias:
        namespace:
        name:

To create a NameSelector rule that uses an alias for the service, after specifying the namespace and name for the service, then specify the alias for the namespace and the alias to be used for name of the service.

 
spec:
  exportRules:
  - type: LabelSelector
    labelSelector:
      namespace: <exportingMesh>
      selector:
        matchLabels:
          <labelKey>: <labelValue>

To create a LabelSelector rule, specify the namespace of the service and specify the label defined in the Service resource. In the example above, the label is export-service.

 
spec:
  exportRules:
  - type: LabelSelector
    labelSelector:
      namespace: <exportingMesh>
      selector:
        matchLabels:
          <labelKey>: <labelValue>
      aliases:
      - namespace:
        name:
        alias:
          namespace:
          name:

To create a LabelSelector rule that uses aliases for the services, after specifying the selector, specify the aliases to be used for name or namespace of the service. In the example above, the namespace alias is bookinfo for all matching services.

 

Export services with the name "ratings" from all namespaces in the red-mesh to blue-mesh.

kind: ExportedServiceSet
apiVersion: federation.maistra.io/v1
metadata:
  name: blue-mesh
  namespace: red-mesh-system
spec:
  exportRules:
  - type: NameSelector
    nameSelector:
      namespace: "*"
      name: ratings

Export all services from the west-data-center namespace to green-mesh

kind: ExportedServiceSet
apiVersion: federation.maistra.io/v1
metadata:
  name: green-mesh
  namespace: red-mesh-system
spec:
  exportRules:
  - type: NameSelector
    nameSelector:
      namespace: west-data-center
      name: "*"

1.18.11.1. Creating an ExportedServiceSet

You create an ExportedServiceSet resource to explicitly declare the services that you want to be available to a mesh peer.

Services are exported as <export-name>.<export-namespace>.svc.<ServiceMeshPeer.name>-exports.local and will automatically route to the target service. This is the name by which the exported service is known in the exporting mesh. When the ingress gateway receives a request destined for this name, it will be routed to the actual service being exported. For example, if a service named ratings.red-mesh-bookinfo is exported to green-mesh as ratings.bookinfo, the service will be exported under the name ratings.bookinfo.svc.green-mesh-exports.local, and traffic received by the ingress gateway for that hostname will be routed to the ratings.red-mesh-bookinfo service.

Prerequisites

  • The cluster and ServiceMeshControlPlane have been configured for mesh federation.
  • An account with the cluster-admin role.
Note

You can configure services for export even if they don’t exist yet. When a service that matches the value specified in the ExportedServiceSet is deployed, it will be automatically exported.

Procedure from the CLI

Follow this procedure to create an ExportServiceSet from the command line.

  1. Log in to the OpenShift Container Platform CLI as a user with the cluster-admin role. Enter the following command. Then, enter your username and password when prompted.

    $ oc login --username=<NAMEOFUSER> <API token> https://<HOSTNAME>:6443
  2. Change to the project where you installed the control plane; for example, red-mesh-system.

    $ oc project red-mesh-system
  3. Create an ExportServiceSet file based on the following example where red-mesh is exporting services to green-mesh.

    Example ExportServiceSet resource from red-mesh to green-mesh

    apiVersion: federation.maistra.io/v1
    kind: ExportedServiceSet
    metadata:
      name: green-mesh
      namespace: red-mesh-system
    spec:
      exportRules:
      - type: NameSelector
        nameSelector:
          namespace: red-mesh-bookinfo
          name: ratings
          alias:
            namespace: bookinfo
            name: red-ratings
      - type: NameSelector
        nameSelector:
          namespace: red-mesh-bookinfo
          name: reviews

  4. Run the following command to upload and create the ExportServiceSet resource in the red-mesh-system namespace.

    $ oc create -n <ControlPlaneNamespace> -f <ExportServiceSet.yaml>

    For example:

    $ oc create -n red-mesh-system -f export-to-green-mesh.yaml
  5. Create additional ExportServiceSets as needed for each mesh peer in your federated mesh.
  6. To validate the services you’ve exported from red-mesh to share with green-mesh, run the following command:

    $ oc get exportedserviceset <PeerMeshExportedTo> -o yaml

    For example:

    $ oc get exportedserviceset green-mesh -o yaml
  7. Run the following command to validate the services the red-mesh exports to share with green-mesh:

    $ oc get exportedserviceset <PeerMeshExportedTo> -o yaml

    For example:

    $ oc -n red-mesh-system get exportedserviceset green-mesh -o yaml

    Example validating the services exported from the red mesh that are shared with the green mesh.

      status:
        exportedServices:
        - exportedName: red-ratings.bookinfo.svc.green-mesh-exports.local
          localService:
            hostname: ratings.red-mesh-bookinfo.svc.cluster.local
            name: ratings
            namespace: red-mesh-bookinfo
        - exportedName: reviews.red-mesh-bookinfo.svc.green-mesh-exports.local
          localService:
            hostname: reviews.red-mesh-bookinfo.svc.cluster.local
            name: reviews
            namespace: red-mesh-bookinfo

    The status.exportedServices array lists the services that are currently exported (these services matched the export rules in the ExportedServiceSet object). Each entry in the array indicates the name of the exported service and details about the local service that is exported.

    If a service that you expected to be exported is missing, confirm the Service object exists, its name or labels match the exportRules defined in the ExportedServiceSet object, and that the Service object’s namespace is configured as a member of the service mesh using the ServiceMeshMemberRoll or ServiceMeshMember object.

1.18.12. Importing a service into a federated mesh

Importing services lets you explicitly specify which services exported from another mesh should be accessible within your service mesh.

Service Mesh federation importing service illustration

You use an ImportedServiceSet resource to select services for import. Only services exported by a mesh peer and explicitly imported are available to the mesh. Services that you do not explicitly import are not made available within the mesh.

  • You can select services by namespace or name.
  • You can use wildcards to select services, for example, to import all the services that were exported to the namespace.
  • You can select services for export using a label selector, which may be global to the mesh, or scoped to a specific member namespace.
  • You can import services using an alias. For example, you can import the custom-ns/bar service as other-mesh/bar.
  • You can specify a custom domain suffix, which will be appended to the name.namespace of an imported service for its fully qualified domain name; for example, bar.other-mesh.imported.local.

The following example is for the green-mesh importing a service that was exported by red-mesh.

Example ImportServiceSet

kind: ImportedServiceSet
apiVersion: federation.maistra.io/v1
metadata:
  name: red-mesh #name of mesh that exported the service
  namespace: green-mesh-system #mesh namespace that service is being imported into
spec:
  importRules: # first matching rule is used
  # import ratings.bookinfo as ratings.bookinfo
  - type: NameSelector
    importAsLocal: false
    nameSelector:
      namespace: bookinfo
      name: ratings
      alias:
        # service will be imported as ratings.bookinfo.svc.red-mesh-imports.local
        namespace: bookinfo
        name: ratings

Table 1.11. ImportServiceSet parameters

ParameterDescriptionValues
metadata:
  name:

Name of the ServiceMeshPeer that exported the service to the federated mesh.

 
metadata:
  namespace:

Name of the namespace containing the ServiceMeshPeer resource (the mesh system namespace).

 
spec:
  importRules:
  - type:

Type of rule that will govern the import for the service. The first matching rule found for the service will be used for the import.

NameSelector

spec:
  importRules:
  - type: NameSelector
    nameSelector:
      namespace:
      name:

To create a NameSelector rule, specify the namespace and the name of the exported service.

 
spec:
  importRules:
  - type: NameSelector
    importAsLocal:

Set to true to aggregate remote endpoint with local services. When true, services will be imported as <name>.<namespace>.svc.cluster.local

true/false

spec:
  importRules:
  - type: NameSelector
    nameSelector:
      namespace:
      name:
      alias:
        namespace:
        name:

To create a NameSelector rule that uses an alias for the service, after specifying the namespace and name for the service, then specify the alias for the namespace and the alias to be used for name of the service.

 

Import the "bookinfo/ratings" service from the red-mesh into blue-mesh

kind: ImportedServiceSet
apiVersion: federation.maistra.io/v1
metadata:
  name: red-mesh
  namespace: blue-mesh-system
spec:
  importRules:
  - type: NameSelector
    importAsLocal: false
    nameSelector:
      namespace: bookinfo
      name: ratings

Import all services from the red-mesh’s west-data-center namespace into the green-mesh. These services will be accessible as <name>.west-data-center.svc.red-mesh-imports.local

kind: ImportedServiceSet
apiVersion: federation.maistra.io/v1
metadata:
  name: red-mesh
  namespace: green-mesh-system
spec:
  importRules:
  - type: NameSelector
    importAsLocal: false
    nameSelector:
      namespace: west-data-center
      name: "*"

1.18.12.1. Creating an ImportedServiceSet

You create an ImportServiceSet resource to explicitly declare the services that you want to import into your mesh.

Services are imported with the name <exported-name>.<exported-namespace>.svc.<ServiceMeshPeer.name>.remote which is a "hidden" service, visible only within the egress gateway namespace and is associated with the exported service’s hostname. The service will be available locally as <export-name>.<export-namespace>.<domainSuffix>, where domainSuffix is svc.<ServiceMeshPeer.name>-imports.local by default, unless importAsLocal is set to true, in which case domainSuffix is svc.cluster.local. If importAsLocal is set to false, the domain suffix in the import rule will be applied. You can treat the local import just like any other service in the mesh. It automatically routes through the egress gateway, where it is redirected to the exported service’s remote name.

Prerequisites

  • The cluster and ServiceMeshControlPlane have been configured for mesh federation.
  • An account with the cluster-admin role.
Note

You can configure services for import even if they haven’t been exported yet. When a service that matches the value specified in the ImportServiceSet is deployed and exported, it will be automatically imported.

Procedure from the CLI

Follow this procedure to create an ImportServiceSet from the command line.

  1. Log in to the OpenShift Container Platform CLI as a user with the cluster-admin role. Enter the following command. Then, enter your username and password when prompted.

    $ oc login --username=<NAMEOFUSER> <API token> https://<HOSTNAME>:6443
  2. Change to the project where you installed the control plane; for example, green-mesh-system.

    $ oc project green-mesh-system
  3. Create an ImportServiceSet file based on the following example where green-mesh is importing services previously exported by red-mesh.

    Example ImportServiceSet resource from red-mesh to green-mesh

    kind: ImportedServiceSet
    apiVersion: federation.maistra.io/v1
    metadata:
      name: red-mesh
      namespace: green-mesh-system
    spec:
      importRules:
      - type: NameSelector
        importAsLocal: false
        nameSelector:
          namespace: bookinfo
          name: red-ratings
          alias:
            namespace: bookinfo
            name: ratings

  4. Run the following command to upload and create the ImportServiceSet resource in the green-mesh-system namespace.

    $ oc create -n <ControlPlaneNamespace> -f <ImportServiceSet.yaml>

    For example:

    $ oc create -n green-mesh-system -f import-from-red-mesh.yaml
  5. Create additional ImportServiceSets as needed for each mesh peer in your federated mesh.
  6. To validate the services you’ve imported into green-mesh, run the following command:

    $ oc get importedserviceset <PeerMeshImportedInto> -o yaml

    For example:

    $ oc get importedserviceset green-mesh -o yaml
  7. Run the following command to validate the services imported into a mesh.

    $ oc get importedserviceset <PeerMeshImportedInto> -o yaml

    Example validating that the services exported from the red mesh have been imported into the green mesh using the status section of the importedserviceset/red-mesh' object in the 'green-mesh-system namespace:

    $ oc -n green-mesh-system get importedserviceset/red-mesh -o yaml

    status:
      importedServices:
      - exportedName: red-ratings.bookinfo.svc.green-mesh-exports.local
        localService:
          hostname: ratings.bookinfo.svc.red-mesh-imports.local
          name: ratings
          namespace: bookinfo
      - exportedName: reviews.red-mesh-bookinfo.svc.green-mesh-exports.local
        localService:
          hostname: ""
          name: ""
          namespace: ""

    In the preceding example only the ratings service is imported, as indicated by the populated fields under localService. The reviews service is available for import, but isn’t currently imported because it does not match any importRules in the ImportedServiceSet object.

1.18.13. Configuring a federated mesh for failover

Failover is the ability to switch automatically and seamlessly to a reliable backup system, for example another server. In the case of a federated mesh, you can configure a service in one mesh to failover to a service in another mesh.

You configure Federation for failover by setting the importAsLocal and locality settings in a ServiceImportSet resource and then configuring a DestinationRule that configures failover for the service to the locality specified in the ServiceImportSet.

Prerequisites

  • Two or more OpenShift Container Platform 4.6 or above clusters already networked and federated.
  • ExportServiceSet resources already created for each mesh peer in the federated mesh.
  • ImportServiceSet resources already created for each mesh peer in the federated mesh.
  • An account with the cluster-admin role.

1.18.13.1. Configuring an ImportServiceSet for failover

Locality-weighted load balancing allows administrators to control the distribution of traffic to endpoints based on the localities of where the traffic originates and where it will terminate. These localities are specified using arbitrary labels that designate a hierarchy of localities in {region}/{zone}/{sub-zone} form.

In the examples in this section, the green-mesh is located in the us-east region, and the red-mesh is located in the us-west region.

Example ImportServiceSet resource from red-mesh to green-mesh

kind: ImportedServiceSet
apiVersion: federation.maistra.io/v1
metadata:
  name: red-mesh #name of mesh that exported the service
  namespace: green-mesh-system #mesh namespace that service is being imported into
spec:
  importRules: # first matching rule is used
  # import ratings.bookinfo as ratings.bookinfo
  - type: NameSelector
    importAsLocal: true
    nameSelector:
      namespace: bookinfo
      name: ratings
      alias:
        # service will be imported as ratings.bookinfo.svc.red-mesh-imports.local
        namespace: bookinfo
        name: ratings
  #Locality within which imported services should be associated.
  locality:
    region: us-west

Table 1.12. ImportedServiceLocality fields table

NameDescriptionType

region:

Region within which imported services are located.

string

subzone:

Subzone within which imported services are located. I Subzone is specified, Zone must also be specified.

string

zone:

Zone within which imported services are located. If Zone is specified, Region must also be specified.

string

Procedure

  1. Log in to the OpenShift Container Platform CLI as a user with the cluster-admin role, enter the following command:

    $ oc login --username=<NAMEOFUSER> <API token> https://<HOSTNAME>:6443
  2. Change to the project where you installed the control plane, enter the following command:

    $ oc project <smcp-system>

    For example, green-mesh-system.

    $ oc project green-mesh-system
  3. Edit the ImportServiceSet file, where <ImportServiceSet.yaml> includes a full path to the file you want to edit, enter the following command:

    $ oc edit -n <smcp-system> -f <ImportServiceSet.yaml>

    For example, if you want to modify the file that imports from the red-mesh-system to the green-mesh-system as shown in the previous ImportServiceSet example.

    $ oc edit -n green-mesh-system -f import-from-red-mesh.yaml
  4. Modify the file:

    1. Set spec.importRules.importAsLocal to true.
    2. Set spec.locality to a region, zone, or subzone.
    3. Save your changes.

1.18.13.2. Configuring a DestinationRule for failover

Create a DestinationRule resource that configures the following:

  • Outlier detection for the service. This is required in order for failover to function properly. In particular, it configures the sidecar proxies to know when endpoints for a service are unhealthy, eventually triggering a failover to the next locality.
  • Failover policy between regions. This ensures that failover beyond a region boundary will behave predictably.

Procedure

  1. Log in to the OpenShift Container Platform CLI as a user with the cluster-admin role. Enter the following command. Then, enter your username and password when prompted.

    $ oc login --username=<NAMEOFUSER> <API token> https://<HOSTNAME>:6443
  2. Change to the project where you installed the control plane.

    $ oc project <smcp-system>

    For example, green-mesh-system.

    $ oc project green-mesh-system
  3. Create a DestinationRule file based on the following example where if green-mesh is unavailable, the traffic should be routed from the green-mesh in the us-east region to the red-mesh in us-west.

    Example DestinationRule

    apiVersion: networking.istio.io/v1beta
    kind: DestinationRule
    metadata:
      name: default
      namespace: green-mesh-system
    spec:
      host: "*.green-mesh-system.svc.cluster.local"
      trafficPolicy:
        loadBalancer:
          localityLbSetting:
            enabled: true
            failover:
              - from: us-east
                to: us-west
        outlierDetection:
          consecutive5xxErrors: 1
          interval: 5m
          baseEjectionTime: 1m

  4. Deploy the DestinationRule, where <DestinationRule> includes the full path to your file, enter the following command:

    $ oc create -n <smcp-system> -f <DestinationRule.yaml>

    For example:

    $ oc create -n green-mesh-system -f green-mesh-usWestDestinationRule.yaml

1.18.14. Removing a service from the federated mesh

If you need to remove a service from the federated mesh, for example if it has become obsolete or has been replaced by a different service, you can do so.

1.18.14.1. To remove a service from a single mesh

Remove the entry for the service from the ImportedServiceSet resource for the mesh peer that no longer should access the service.

1.18.14.2. To remove a service from the entire federated mesh

Remove the entry for the service from the ExportedServiceSet resource for the mesh that owns the service.

1.18.15. Removing a mesh from the federated mesh

If you need to remove a mesh from the federation, you can do so.

  1. Edit the removed mesh’s ServiceMeshControlPlane resource to remove all federation ingress gateways for peer meshes.
  2. For each mesh peer that the removed mesh has been federated with:

    1. Remove the ServiceMeshPeer resource that links the two meshes.
    2. Edit the peer mesh’s ServiceMeshControlPlane resource to remove the egress gateway that serves the removed mesh.

1.19. Extensions

You can use WebAssembly extensions to add new features directly into the Red Hat OpenShift Service Mesh proxies, allowing you to move even more common functionality out of your applications, and implement them in a single language that compiles to WebAssembly bytecode.

1.19.1. WebAssembly extensions

WebAssembly modules can be run on many platforms, including proxies, and has broad language support, fast execution and a sandboxed-by-default security model.

Extension Capabilities

Red Hat OpenShift Service Mesh extensions are Envoy HTTP Filters, giving them a wide range of capabilities:

  • Manipulating the body and headers of requests and responses
  • Out-of-band HTTP requests to services not in the request path, such as authentication or policy checking
  • Side-channel data storage and queues for filters to communicate with each other

There are two parts to writing a Red Hat OpenShift Service Mesh extension: you’ll have to write your extension using an SDK that exposes the proxy-wasm API and compile it to a WebAssembly module, and then package it into a container.

Supported languages

You can use any language that compiles to WebAssembly bytecode to write a Red Hat OpenShift Service Mesh extension, but the following languages have existing SDKs that expose the proxy-wasm API so that it can be consumed directly.

Table 1.13. Supported languages

LanguageMaintainerRepository

AssemblyScript

solo.io

solo-io/proxy-runtime

C++

proxy-wasm team (Istio Community)

proxy-wasm/proxy-wasm-cpp-sdk

Go

tetrate.io

tetratelabs/proxy-wasm-go-sdk

Rust

proxy-wasm team (Istio Community)

proxy-wasm/proxy-wasm-rust-sdk

1.19.1.1. Container Format

You must have a .wasm file containing the bytecode of your WebAssembly module, and a manifest.yaml file in the root of the container filesystem to make your container image a valid extension image.

manifest.yaml

schemaVersion: 1

name: <your-extension>
description: <description>
version: 1.0.0
phase: PreAuthZ
priority: 100
module: extension.wasm

Table 1.14. Field Reference for manifest.yml

FieldDescription

schemaVersion

Used for versioning of the manifest schema. Currently the only possible value is 1.

name

The name of your extension. This field is just metadata and currently unused.

description

The description of your extension. This field is just metadata and currently unused.

version

The version of your extension. This field is just metadata and currently unused.

phase

The default execution phase of your extension. This is a required field.

priority

The default priority of your extension. This is a required field.

module

The relative path from the container filesystem’s root to your WebAssembly module. This is a required field.

1.19.1.2. Example Rust extension

For a complete example that was built using the Rust SDK, take a look at the header-append-filter. It is a simple filter that appends one or more headers to the HTTP responses, with their names and values taken out from the config field of the extension. See a sample configuration in the snippet below.

1.19.1.3. Deploying extensions

Red Hat OpenShift Service Mesh extensions can be enabled using the ServiceMeshExtension resource. In this example, istio-system is the name of the control plane project.

Procedure

  1. Create the following example resource:

    Example ServiceMeshExtension resource extension.yaml

    apiVersion: maistra.io/v1
    kind: ServiceMeshExtension
    metadata:
      name: header-append
      namespace: istio-system
    spec:
      workloadSelector:
        labels:
          app: httpbin
      config:
        first-header: some-value
        another-header: another-value
      image: quay.io/maistra-dev/header-append-filter:2.1
      phase: PostAuthZ
      priority: 100

  2. Apply the extension.yaml file with the following command:

    $ oc apply -f extension.yaml

Table 1.15. ServiceMeshExtension Field Reference

FieldDescription

metadata.namespace

The metadata.namespace of a ServiceMeshExtension source has a special semantic: if it equals the Control Plane Namespace, the extension will be applied to all workloads in the Service Mesh that match its workloadSelector. When deployed to any other Mesh Namespace, it will only be applied to workloads in that same Namespace.

spec.workloadSelector

The spec.workloadSelector field has the same semantic as the spec.selector field of the Istio Gateway resource. It will match a workload based on its Pod labels. If no workloadSelector is specified, the extension will be applied to all workloads in the namespace.

spec.config

This is a structured field that will be handed over to the extension, with the semantics dependent on the extension you are deploying.

spec.image

A container image URI pointing to the image that holds the extension.

spec.phase

This field defaults to the value set in the manifest.yaml of the extension, but can be overwritten by the user. The phase determines where in the filter chain the extension is injected, in relation to existing Istio functionality like Authentication, Authorization and metrics generation. Valid values are: PreAuthN, PostAuthN, PreAuthZ, PostAuthZ, PreStats, PostStats. This field defaults to the value set in the manifest.yaml of the extension, but can be overwritten by the user.

spec.priority

If multiple extensions with the same spec.phase are applied to the same workload instance, the spec.priority determines the ordering of execution. Extensions with higher priority will be executed first. This allows for inter-dependent extensions. This field defaults to the value set in the manifest.yaml of the extension, but can be overwritten by the user.

1.20. Using the 3scale WebAssembly module

Note

The threescale-wasm-auth module runs on integrations of 3scale API Management 2.11 or later with Red Hat OpenShift Service Mesh 2.1.0 or later.

The threescale-wasm-auth module is a WebAssembly module that uses a set of interfaces, known as an application binary interfaces (ABI). This is defined by the Proxy-WASM specification to drive any piece of software that implements the ABI so it can authorize HTTP requests against 3scale.

As an ABI specification, Proxy-WASM defines the interaction between a piece of software named host and another named module, program, or extension. The host exposes a set of services used by the module to perform a task, and in this case, to process proxy requests.

The host environment is composed of a WebAssembly virtual machine interacting with a piece of software, in this case, an HTTP proxy.

The module itself runs in isolation to the outside world except for the instructions it runs on the virtual machine and the ABI specified by Proxy-WASM. This is a safe way to provide extension points to software: the extension can only interact in well-defined ways with the virtual machine and the host. The interaction provides a computing model and a connection to the outside world the proxy is meant to have.

1.20.1. Compatibility

The threescale-wasm-auth module is designed to be fully compatible with all implementations of the Proxy-WASM ABI specification. At this point, however, it has only been thoroughly tested to work with the Envoy reverse proxy.

1.20.2. Usage as a stand-alone module

Because of its self-contained design, it is possible to configure this module to work with Proxy-WASM proxies independently of Service Mesh, as well as 3scale Istio adapter deployments.

1.20.3. Prerequisites

  • The module works with all supported 3scale releases, except when configuring a service to use OpenID connect (OIDC), which requires 3scale 2.11 or later.

1.20.4. Configuring the threescale-wasm-auth module

Cluster administrators on OpenShift Container Platform can configure the threescale-wasm-auth module to authorize HTTP requests to 3scale API Management through an application binary interface (ABI). The ABI defines the interaction between host and the module, exposing the hosts services, and allows you to use the module to process proxy requests.

1.20.4.1. The Service Mesh extension

Service Mesh provides a custom resource definition to specify and apply Proxy-WASM extensions to sidecar proxies, known as ServiceMeshExtension. Service Mesh applies this custom resource to the set of workloads that require HTTP API management with 3scale.

Note

Configuring the WebAssembly extension is currently a manual process. Support for fetching the configuration for services from the 3scale system will be available in a future release.

Prerequisites

  • Identify a Kubernetes workload and namespace on your Service Mesh deployment that you will apply this module.
  • You must have a 3scale tenant account. See SaaS or 3scale 2.11 On-Premises with a matching service and relevant applications and metrics defined.
  • If you apply the module to the productpage microservice in the bookinfo namespace, see the Bookinfo sample application.

    • The following example is the YAML format for the custom resource for threescale-wasm-auth module. This example refers to the upstream Maistra version of Service Mesh, ServiceMeshExtension API. You must declare the namespace where the threescale-wasm-auth module is deployed, alongside a WorkloadSelector to identify the set of applications the module will apply to:

      apiVersion: maistra.io/v1
      kind: ServiceMeshExtension
      metadata:
        name: threescale-wasm-auth
        namespace: bookinfo 1
      spec:
        workloadSelector: 2
          labels:
            app: productpage
        config: <yaml_configuration>
        image: registry.redhat.io/openshift-service-mesh/3scale-auth-wasm-rhel8:0.0.1
        phase: PostAuthZ
        priority: 100
      1
      The namespace.
      2
      The WorkloadSelector.
  • The spec.config field depends on the module configuration and it is not populated in the previous example. Instead, the example uses the <yaml_configuration> placeholder value. You can use the format of this custom resource example.

    • The spec.config field varies depending on the application. All other fields persist across multiple instances of this custom resource. As examples:

      • image: Only changes when newer versions of the module are deployed.
      • phase: Remains the same, since this module needs to be invoked after the proxy has done any local authorization, such as validating OpenID Connect (OIDC) tokens.
  • After you have the module configuration in spec.config and the rest of the custom resource, apply it with the oc apply command:

    $ oc apply -f threescale-wasm-auth-bookinfo.yaml

1.20.5. Applying 3scale external ServiceEntry objects

To have the threescale-wasm-auth module authorize requests against 3scale, the module must have access to 3scale services. You can accomplish this within Red Hat OpenShift Service Mesh and Istio by applying an external ServiceEntry object.

The custom resources set up the service entries for access from within Service Mesh to 3scale Hosted (SaaS) for the backend and system components of the Service Management API and the Account Management API. The Service Management API receives queries for the authorization status of each request. The Account Management API provides API management configuration settings for your services.

Procedure

  • Apply the following external ServiceEntry custom resources to your cluster:

    Custom resource for 3scale Hosted backend

    apiVersion: networking.istio.io/v1beta1
    kind: ServiceEntry
    metadata:
      name: threescale-saas-backend
    spec:
      hosts:
      - su1.3scale.net
      ports:
      - number: 443
        name: https
        protocol: HTTPS
      location: MESH_EXTERNAL
      resolution: DNS

    Custom resource for 3scale Hosted system

    apiVersion: networking.istio.io/v1beta1
    kind: ServiceEntry
    metadata:
      name: threescale-saas-system
    spec:
      hosts:
      - multitenant.3scale.net
      ports:
      - number: 443
        name: https
        protocol: HTTPS
      location: MESH_EXTERNAL
      resolution: DNS

    You can use the oc apply command with either of the following methods to apply the objects:

    • Save the objects to one or more files, and then use the following syntax:

      $ oc apply -f <filename.yml>
    • To apply the objects without first saving them to a file, use the following command:

      $ echo -n "<filename.yml>" | oc apply -f -

Alternatively, you can deploy an in-mesh 3scale service. To do this, change the location of these services in the custom resources.

Additional resources

1.20.6. The 3scale WebAssembly module configuration

The ServiceMeshExtension custom resource spec provides the configuration that the Proxy-WASM module reads from.

The spec is embedded in the host and read by the Proxy-WASM module. Typically, the configurations are in the JSON file format for the modules to parse, however the ServiceMeshExtension resource can interpret the spec value as YAML and convert it to JSON for consumption by the module.

If you use the Proxy-WASM module in stand-alone mode, you must write the configuration using the JSON format. Using the JSON format means using escaping and quoting where needed within the host configuration files, for example Envoy. When you use the WebAssembly module with the ServiceMeshExtension resource, the configuration is in the YAML format. In this case, an invalid configuration forces the module to show diagnostics based on its JSON representation to a sidecar’s logging stream.

Important

The EnvoyFilter custom resource is not a supported API, although it can be used in some 3scale Istio adapter or Service Mesh releases. Using the EnvoyFilter custom resource is not recommended. Use the ServiceMeshExtension API instead of the EnvoyFilter custom resource. If you must use the EnvoyFilter custom resource, you must specify the spec in JSON format.

1.20.6.1. Configuring the 3scale WebAssembly module

The architecture of the 3scale WebAssembly module configuration depends on the 3scale account and authorization service, and the list of services to handle.

Prerequisites

The prerequisites are a set of minimum mandatory fields in all cases:

  • For the 3scale account and authorization service: the backend-listener URL.
  • For the list of services to handle: the service IDs and at least one credential look up method and where to find it.
  • You will find examples for dealing with userkey, appid with appkey, and OpenID Connect (OIDC) patterns.
  • The WebAssembly module uses the settings you specified in the static configuration. For example, if you add a mapping rule configuration to the module, it will always apply, even when the 3scale Admin Portal has no such mapping rule. The rest of the ServiceMeshExtension resource exists around the spec.config YAML entry.

1.20.6.2. The 3scale WebAssembly module api object

The api top-level string from the 3scale WebAssembly module defines which version of the configuration the module will use.

Note

A non-existent or unsupported version of the api object renders the 3scale WebAssembly module inoperable.

The api top-level string example

apiVersion: maistra.io/v1
kind: ServiceMeshExtension
metadata:
  name: threescale-wasm-auth
  namespace: bookinfo
spec:
  config:
    api: v1
...

The api entry defines the rest of the values for the configuration. The only accepted value is v1. New settings that break compatibility with the current configuration or need more logic that modules using v1 cannot handle, will require different values.

1.20.6.3. The 3scale WebAssembly module system object

The system top-level object specifies how to access the 3scale Account Management API for a specific account. The upstream field is the most important part of the object. The system object is optional, but recommended unless you are providing a fully static configuration for the 3scale WebAssembly module, which is an option if you do not want to provide connectivity to the system component of 3scale.

When you provide static configuration objects in addition to the system object, the static ones always take precedence.

apiVersion: maistra.io/v1
kind: ServiceMeshExtension
metadata:
  name: threescale-wasm-auth
spec:
  ...
  config:
    system:
      name: saas_porta
      upstream: <object>
      token: myaccount_token
      ttl: 300
  ...

Table 1.16. system object fields

NameDescriptionRequired

name

An identifier for the 3scale service, currently not referenced elsewhere.

Optional

upstream

The details about a network host to be contacted. upstream refers to the 3scale Account Management API host known as system.

Yes

token

A 3scale personal access token with read permissions.

Yes

ttl

The minimum amount of seconds to consider a configuration retrieved from this host as valid before trying to fetch new changes. The default is 600 seconds (10 minutes). Note: there is no maximum amount, but the module will generally fetch any configuration within a reasonable amount of time after this TTL elapses.

Optional

1.20.6.4. The 3scale WebAssembly module upstream object

The upstream object describes an external host to which the proxy can perform calls.

apiVersion: maistra.io/v1
upstream:
  name: outbound|443||multitenant.3scale.net
  url: "https://myaccount-admin.3scale.net/"
  timeout: 5000
...

Table 1.17. upstream object fields

NameDescriptionRequired

name

name is not a free-form identifier. It is the identifier for the external host as defined by the proxy configuration. In the case of stand-alone Envoy configurations, it maps to the name of a Cluster, also known as upstream in other proxies. Note: the value of this field, because the Service Mesh and 3scale Istio adapter control plane configure the name according to a format using a vertical bar (|) as the separator of multiple fields. For the purposes of this integration, always use the format: outbound|<port>||<hostname>.

Yes

url

The complete URL to access the described service. Unless implied by the scheme, you must include the TCP port.

Yes

Timeout

Timeout in milliseconds so that connections to this service that take more than the amount of time to respond will be considered errors. Default is 1000 seconds.

Optional

1.20.6.5. The 3scale WebAssembly module backend object

The backend top-level object specifies how to access the 3scale Service Management API for authorizing and reporting HTTP requests. This service is provided by the Backend component of 3scale.

apiVersion: maistra.io/v1
kind: ServiceMeshExtension
metadata:
  name: threescale-wasm-auth
spec:
  config:
    ...
    backend:
      name: backend
      upstream: <object>
    ...

Table 1.18. backend object fields

NameDescriptionRequired

name

An identifier for the 3scale backend, currently not referenced elsewhere.

Optional

upstream

The details about a network host to be contacted. This must refer to the 3scale Account Management API host, known, system.

Yes. The most important and required field.

1.20.6.6. The 3scale WebAssembly module services object

The services top-level object specifies which service identifiers are handled by this particular instance of the module.

Since accounts have multiple services, you must specify which ones are handled. The rest of the configuration revolves around how to configure services.

The services field is required. It is an array that must contain at least one service to be useful.

apiVersion: maistra.io/v1
kind: ServiceMeshExtension
metadata:
  name: threescale-wasm-auth
spec:
  config:
    ...
    services:
    - id: "2555417834789"
      token: service_token
      authorities:
        - "*.app"
        - 0.0.0.0
        - "0.0.0.0:8443"
      credentials: <object>
      mapping_rules: <object>
    ...

Each element in the services array represents a 3scale service.

Table 1.19. services object fields

NameDescriptionRequired

ID

An identifier for this 3scale service, currently not referenced elsewhere.

Yes

token

This token can be found in the proxy configuration for your service in System or you can retrieve the it from System with following curl command:

curl https://<system_host>/admin/api/services/<service_id>/proxy/configs/production/latest.json?access_token=<access_token>" | jq '.proxy_config.content.backend_authentication_value

Yes

authorities

An array of strings, each one representing the Authority of a URL to match. These strings accept glob patterns supporting the asterisk (*), plus sign (+), and question mark (?) matchers.

Yes

credentials

An object defining which kind of credentials to look for and where.

Yes

mapping_rules

An array of objects representing mapping rules and 3scale methods to hit.

Yes

1.20.6.7. The 3scale WebAssembly module credentials object

The credentials object is a component of the service object. credentials specifies which kind of credentials to be looked up and the steps to perform this action.

All fields are optional, but you must specify at least one, user_key or app_id. The order in which you specify each credential is irrelevant because it is pre-established by the module. Only specify one instance of each credential.

apiVersion: maistra.io/v1
kind: ServiceMeshExtension
metadata:
  name: threescale-wasm-auth
spec:
  config:
    ...
    services:
    - credentials:
        user_key: <array_of_lookup_queries>
        app_id: <array_of_lookup_queries>
        app_key: <array_of_lookup_queries>
    ...

Table 1.20. credentials object fields

NameDescriptionRequired

user_key

This is an array of lookup queries that defines a 3scale user key. A user key is commonly known as an API key.

Optional

app_id

This is an array of lookup queries that define a 3scale application identifier. Application identifiers are provided by 3scale or by using an identity provider like Red Hat Single Sign-On (RH-SS0), or OpenID Connect (OIDC). The resolution of the lookup queries specified here, whenever it is successful and resolves to two values, it sets up the app_id and the app_key.

Optional

app_key

This is an array of lookup queries that define a 3scale application key. Application keys without a resolved app_id are useless, so only specify this field when app_id has been specified.

Optional

1.20.6.8. The 3scale WebAssembly module lookup queries

The lookup query object is part of any of the fields in the credentials object. It specifies how a given credential field should be found and processed. When evaluated, a successful resolution means that one or more values were found. A failed resolution means that no values were found.

Arrays of lookup queries describe a short-circuit or relationship: a successful resolution of one of the queries stops the evaluation of any remaining queries and assigns the value or values to the specified credential-type. Each query in the array is independent of each other.

A lookup query is made up of a single field, a source object, which can be one of a number of source types. See the following example:

apiVersion: maistra.io/v1
kind: ServiceMeshExtension
metadata:
  name: threescale-wasm-auth
spec:
  config:
    ...
    services:
    - credentials:
        user_key:
          - <source_type>: <object>
          - <source_type>: <object>
          ...
        app_id:
          - <source_type>: <object>
          ...
        app_key:
          - <source_type>: <object>
          ...
    ...

1.20.6.9. The 3scale WebAssembly module source object

A source object exists as part of an array of sources within any of the credentials object fields. The object field name, referred to as a source-type is any one of the following:

  • header: The lookup query receives HTTP request headers as input.
  • query_string: The lookup query receives the URL query string parameters as input.
  • filter: The lookup query receives filter metadata as input.

All source-type objects have at least the following two fields:

Table 1.21. source-type object fields

NameDescriptionRequired

keys

An array of strings, each one a key, referring to entries found in the input data.

Yes

ops

An array of operations that perform a key entry match. The array is a pipeline where operations receive inputs and generate outputs on the next operation. An operation failing to provide an output resolves the lookup query as failed. The pipeline order of the operations determines the evaluation order.

Optional

The filter field name has a required path entry to show the path in the metadata you use to look up data.

When a key matches the input data, the rest of the keys are not evaluated and the source resolution algorithm jumps to executing the operations (ops) specified, if any. If no ops are specified, the result value of the matching key, if any, is returned.

Operations provide a way to specify certain conditions and transformations for inputs you have after the first phase looks up a key. Use operations when you need to transform, decode, and assert properties, however they do not provide a mature language to deal with all needs and lack Turing-completeness.

A stack stored the outputs of operations. When evaluated, the lookup query finishes by assigning the value or values at the bottom of the stack, depending on how many values the credential consumes.

1.20.6.10. The 3scale WebAssembly module operations object

Each element in the ops array belonging to a specific source type is an operation object that either applies transformations to values or performs tests. The field name to use for such an object is the name of the operation itself, and any values are the parameters to the operation, which could be structure objects, for example, maps with fields and values, lists, or strings.

Most operations attend to one or more inputs, and produce one or more outputs. When they consume inputs or produce outputs, they work with a stack of values: each value consumed by the operations is popped from the stack of values and initially populated with any source matches. The values outputted by them are pushed to the stack. Other operations do not consume or produce outputs other than asserting certain properties, but they inspect a stack of values.

Note

When resolution finishes, the values picked up by the next step, such as assigning the values to be an app_id, app_key, or user_key, are taken from the bottom values of the stack.

There are a few different operations categories:

  • decode: These transform an input value by decoding it to get a different format.
  • string: These take a string value as input and perform transformations and checks on it.
  • stack: These take a set of values in the input and perform multiple stack transformations and selection of specific positions in the stack.
  • check: These assert properties about sets of operations in a side-effect free way.
  • control: These perform operations that allow for modifying the evaluation flow.
  • format: These parse the format-specific structure of input values and look up values in it.

All operations are specified by the name identifiers as strings.

Additional resources

1.20.6.11. The 3scale WebAssembly module mapping_rules object

The mapping_rules object is part of the service object. It specifies a set of REST path patterns and related 3scale metrics and count increments to use when the patterns match.

You need the value if no dynamic configuration is provided in the system top-level object. If the object is provided in addition to the system top-level entry, then the mapping_rules object is evaluated first.

mapping_rules is an array object. Each element of that array is a mapping_rule object. The evaluated matching mapping rules on an incoming request provide the set of 3scale methods for authorization and reporting to the APIManager. When multiple matching rules refer to the same methods, there is a summation of deltas when calling into 3scale. For example, if two rules increase the Hits method twice with deltas of 1 and 3, a single method entry for Hits reporting to 3scale has a delta of 4.

1.20.6.12. The 3scale WebAssembly module mapping_rule object

The mapping_rule object is part of an array in the mapping_rules object.

The mapping_rule object fields specify the following information:

  • The HTTP request method to match.
  • A pattern to match the path against.
  • The 3scale methods to report along with the amount to report. The order in which you specify the fields determines the evaluation order.

Table 1.22. mapping_rule object fields

NameDescriptionRequired

method

Specifies a string representing an HTTP request method, also known as verb. Values accepted match the any one of the accepted HTTP method names, case-insensitive. A special value of any matches any method.

Yes

pattern

The pattern to match the HTTP request’s URI path component. This pattern follows the same syntax as documented by 3scale. It allows wildcards (use of the asterisk (*) character) using any sequence of characters between braces such as {this}.

Yes

usages

A list of usage objects. When the rule matches, all methods with their deltas are added to the list of methods sent to 3scale for authorization and reporting.

Embed the usages object with the following required fields:

  • name: The method system name to report.
  • delta: For how much to increase that method by.

Yes

last

Whether the successful matching of this rule should stop the evaluation of more mapping rules.

Optional Boolean. The default is false

The following example is independent of existing hierarchies between methods in 3scale. That is, anything run on the 3scale side will not affect this. For example, the Hits metric might be a parent of them all, so it stores 4 hits due to the sum of all reported methods in the authorized request and calls the 3scale Authrep API endpoint.

The example below uses a GET request to a path, /products/1/sold, that matches all the rules.

mapping_rules GET request example

apiVersion: maistra.io/v1
kind: ServiceMeshExtension
metadata:
  name: threescale-wasm-auth
spec:
  config:
    ...
    mapping_rules:
      - method: GET
        pattern: /
        usages:
          - name: hits
            delta: 1
      - method: GET
        pattern: /products/
        usages:
          - name: products
            delta: 1
      - method: ANY
        pattern: /products/{id}/sold
        usages:
          - name: sales
            delta: 1
          - name: products
            delta: 1
    ...

All usages get added to the request the module performs to 3scale with usage data as follows:

  • Hits: 1
  • products: 2
  • sales: 1

1.20.7. The 3scale WebAssembly module examples for credentials use cases

You will spend most of your time applying configuration steps to obtain credentials in the requests to your services.

The following are credentials examples, which you can modify to adapt to specific use cases.

You can combine them all, although when you specify multiple source objects with their own lookup queries, they are evaluated in order until one of them successfully resolves.

1.20.7.1. API key (user_key) in query string parameters

The following example looks up a user_key in a query string parameter or header of the same name:

credentials:
  user_key:
    - query_string:
        keys:
          - user_key
    - header:
        keys:
          - user_key

1.20.7.2. Application ID and key

The following example looks up app_key and app_id credentials in a query or headers.

credentials:
  app_id:
    - header:
        keys:
          - app_id
    - query_string:
        keys:
          - app_id
  app_key:
    - header:
        keys:
          - app_key
    - query_string:
        keys:
          - app_key

1.20.7.3. Authorization header

A request includes an app_id and app_key in an authorization header. If there is at least one or two values outputted at the end, then you can assign the app_key.

The resolution here assigns the app_key if there is one or two outputted at the end.

The authorization header specifies a value with the type of authorization and its value is encoded as Base64. This means you can split the value by a space character, take the second output and then split it again using a colon (:) as the separator. For example, if you use this format app_id:app_key, the header looks like the following example for credential:

aladdin:opensesame:  Authorization: Basic YWxhZGRpbjpvcGVuc2VzYW1l

You must use lower case header field names as shown in the following example:

credentials:
  app_id:
    - header:
        keys:
          - authorization
        ops:
          - split:
              separator: " "
              max: 2
          - length:
              min: 2
          - drop:
              head: 1
          - base64_urlsafe
          - split:
              max: 2
  app_key:
    - header:
        keys:
          - app_key

The previous example use case looks at the headers for an authorization:

  1. It takes its string value and split it by a space, checking that it generates at least two values of a credential-type and the credential itself, then dropping the credential-type.
  2. It then decodes the second value containing the data it needs, and splits it by using a colon (:) character to have an operations stack including first the app_id, then the app_key, if it exists.

    1. If app_key does not exist in the authorization header then its specific sources are checked, for example, the header with the key app_key in this case.
  3. To add extra conditions to credentials, allow Basic authorizations, where app_id is either aladdin or admin, or any app_id being at least 8 characters in length.
  4. app_key must contain a value and have a minimum of 64 characters as shown in the following example:

    credentials:
      app_id:
        - header:
            keys:
              - authorization
            ops:
              - split:
                  separator: " "
                  max: 2
              - length:
                  min: 2
              - reverse
              - glob:
                - Basic
              - drop:
                  tail: 1
              - base64_urlsafe
              - split:
                  max: 2
              - test:
                  if:
                    length:
                      min: 2
                  then:
                    - strlen:
                        max: 63
                    - or:
                        - strlen:
                            min: 1
                        - drop:
                            tail: 1
              - assert:
                - and:
                  - reverse
                  - or:
                    - strlen:
                        min: 8
                    - glob:
                      - aladdin
                      - admin
  5. After picking up the authorization header value, you get a Basic credential-type by reversing the stack so that the type is placed on top.
  6. Run a glob match on it. When it validates, and the credential is decoded and split, you get the app_id at the bottom of the stack, and potentially the app_key at the top.
  7. Run a test: if there are two values in the stack, meaning an app_key was acquired.

    1. Ensure the string length is between 1 and 63, including app_id and app_key. If the key’s length is zero, drop it and continue as if no key exists. If there was only an app_id and no app_key, the missing else branch indicates a successful test and evaluation continues.

The last operation, assert, indicates that no side-effects make it into the stack. You can then modify the stack:

  1. Reverse the stack to have the app_id at the top.

    1. Whether or not an app_key is present, reversing the stack ensures app_id is at the top.
  2. Use and to preserve the contents of the stack across tests.

    Then use one of the following possibilities:

    • Make sure app_id has a string length of at least 8.
    • Make sure app_id matches either aladdin or admin.

1.20.7.4. OpenID Connect (OIDC) use case

For Service Mesh and the 3scale Istio adapter, you must deploy a RequestAuthentication as shown in the following example, filling in your own workload data and jwtRules:

apiVersion: security.istio.io/v1beta1
  kind: RequestAuthentication
  metadata:
    name: jwt-example
    namespace: bookinfo
  spec:
    selector:
      matchLabels:
        app: productpage
    jwtRules:
    - issuer: >-
        http://keycloak-keycloak.34.242.107.254.nip.io/auth/realms/3scale-keycloak
      jwksUri: >-
        http://keycloak-keycloak.34.242.107.254.nip.io/auth/realms/3scale-keycloak/protocol/openid-connect/certs

When you apply the RequestAuthentication, it configures Envoy with a native plug-in to validate JWT tokens. The proxy validates everything before running the module so any requests that fail do not make it to the 3scale WebAssembly module.

When a JWT token is validated, the proxy stores its contents in an internal metadata object, with an entry whose key depends on the specific configuration of the plug-in. This use case gives you the ability to look up structure objects with a single entry containing an unknown key name.

The 3scale app_id for OIDC matches the OAuth client_id. This is found in the azp or aud fields of JWT tokens.

To get app_id field from Envoy’s native JWT authentication filter, see the following example:

credentials:
  app_id:
    - filter:
        path:
          - envoy.filters.http.jwt_authn
          - "0"
        keys:
          - azp
          - aud
        ops:
          - take:
              head: 1

The example instructs the module to use the filter source type to look up filter metadata for an object from the Envoy-specific JWT authentication native plug-in. This plug-in includes the JWT token as part of a structure object with a single entry and a pre-configured name. Use 0 to specify that you will only access the single entry.

The resulting value is a structure for which you will resolve two fields:

  • azp: The value where app_id is found.
  • aud: The value where this information can also be found.

The operation ensures only one value is held for assignment.

1.20.7.5. Picking up the JWT token from a header

Some setups might have validation processes for JWT tokens where the validated token would reach this module via a header in JSON format.

To get the app_id, see the following example:

credentials:
  app_id:
    - header:
        keys:
          - x-jwt-payload
        ops:
          - base64_urlsafe
          - json:
            - keys:
              - azp
              - aud
          - take:
              head: 1

1.20.8. 3scale WebAssembly module minimal working configuration

The following is an example of a 3scale WebAssembly module minimal working configuration. You can copy and paste this and edit it to work with your own configuration.

apiVersion: maistra.io/v1
kind: ServiceMeshExtension
metadata:
  name: threescale-auth
spec:
  image: registry.redhat.io/openshift-service-mesh/3scale-auth-wasm-rhel8:0.0.1
  phase: PostAuthZ
  priority: 100
  workloadSelector:
    labels:
      app: productpage
  config:
    api: v1
    system:
      name: system-name
      upstream:
        name: outbound|443||multitenant.3scale.net
        url: https://istiodevel-admin.3scale.net/
        timeout: 5000
      token: atoken
    backend:
      name: backend-name
      upstream:
        name: outbound|443||su1.3scale.net
        url: https://su1.3scale.net/
        timeout: 5000
      extensions:
      - no_body
    services:
    - id: '2555417834780'
      token: service_token
      authorities:
      - "*"
        credentials:
          app_id:
            - header:
                keys:
                  - app_id
            - query_string:
                keys:
                  - app_id
                  - application_id
          app_key:
            - header:
                keys:
                  - app_key
            - query_string:
                keys:
                  - app_key
                  - application_key
          user_key:
            - query_string:
                keys:
                  - user_key
            - header:
                keys:
                  - user_key
      mapping_rules:
      - method: GET
        pattern: "/"
        usages:
        - name: Hits
          delta: 1
      - method: GET
        pattern: "/o{*}c"
        usages:
        - name: oidc
          delta: 1
        - name: Hits
          delta: 1
      - method: any
        pattern: "/{anything}?bigsale={*}"
        usages:
        - name: sale
          delta: 5

1.21. Using the 3scale Istio adapter

The 3scale Istio Adapter is an optional adapter that allows you to label a service running within the Red Hat OpenShift Service Mesh and integrate that service with the 3scale API Management solution. It is not required for Red Hat OpenShift Service Mesh.

Important

You can only use the 3scale Istio adapter with Red Hat OpenShift Service Mesh versions 2.0 and below. The Mixer component was deprecated in release 2.0 and removed in release 2.1. For Red Hat OpenShift Service Mesh versions 2.1.0 and later you should use the 3scale WebAssembly module.

If you want to enable 3scale backend cache with the 3scale Istio adapter, you must also enable Mixer policy and Mixer telemetry. See Deploying the Red Hat OpenShift Service Mesh control plane.

1.21.1. Integrate the 3scale adapter with Red Hat OpenShift Service Mesh

You can use these examples to configure requests to your services using the 3scale Istio Adapter.

Prerequisites:

  • Red Hat OpenShift Service Mesh version 2.x
  • A working 3scale account (SaaS or 3scale 2.9 On-Premises)
  • Enabling backend cache requires 3scale 2.9 or greater
  • Red Hat OpenShift Service Mesh prerequisites
  • Ensure Mixer policy enforcement is enabled. Update Mixer policy enforcement section provides instructions to check the current Mixer policy enforcement status and enable policy enforcement.
  • Mixer policy and telemetry must be enabled if you are using a mixer plug-in.

    • You will need to properly configure the Service Mesh Control Plane (SMCP) when upgrading.
Note

To configure the 3scale Istio Adapter, refer to Red Hat OpenShift Service Mesh custom resources for instructions on adding adapter parameters to the custom resource file.

Note

Pay particular attention to the kind: handler resource. You must update this with your 3scale account credentials. You can optionally add a service_id to a handler, but this is kept for backwards compatibility only, since it would render the handler only useful for one service in your 3scale account. If you add service_id to a handler, enabling 3scale for other services requires you to create more handlers with different service_ids.

Use a single handler per 3scale account by following the steps below:

Procedure

  1. Create a handler for your 3scale account and specify your account credentials. Omit any service identifier.

      apiVersion: "config.istio.io/v1alpha2"
      kind: handler
      metadata:
       name: threescale
      spec:
       adapter: threescale
       params:
         system_url: "https://<organization>-admin.3scale.net/"
         access_token: "<ACCESS_TOKEN>"
       connection:
         address: "threescale-istio-adapter:3333"

    Optionally, you can provide a backend_url field within the params section to override the URL provided by the 3scale configuration. This may be useful if the adapter runs on the same cluster as the 3scale on-premise instance, and you wish to leverage the internal cluster DNS.

  2. Edit or patch the Deployment resource of any services belonging to your 3scale account as follows:

    1. Add the "service-mesh.3scale.net/service-id" label with a value corresponding to a valid service_id.
    2. Add the "service-mesh.3scale.net/credentials" label with its value being the name of the handler resource from step 1.
  3. Do step 2 to link it to your 3scale account credentials and to its service identifier, whenever you intend to add more services.
  4. Modify the rule configuration with your 3scale configuration to dispatch the rule to the threescale handler.

    Rule configuration example

      apiVersion: "config.istio.io/v1alpha2"
      kind: rule
      metadata:
        name: threescale
      spec:
        match: destination.labels["service-mesh.3scale.net"] == "true"
        actions:
          - handler: threescale.handler
            instances:
              - threescale-authorization.instance

1.21.1.1. Generating 3scale custom resources

The adapter includes a tool that allows you to generate the handler, instance, and rule custom resources.

Table 1.23. Usage

OptionDescriptionRequiredDefault value

-h, --help

Produces help output for available options

No

 

--name

Unique name for this URL, token pair

Yes

 

-n, --namespace

Namespace to generate templates

No

istio-system

-t, --token

3scale access token

Yes

 

-u, --url

3scale Admin Portal URL

Yes

 

--backend-url

3scale backend URL. If set, it overrides the value that is read from system configuration

No

 

-s, --service

3scale API/Service ID

No

 

--auth

3scale authentication pattern to specify (1=API Key, 2=App Id/App Key, 3=OIDC)

No

Hybrid

-o, --output

File to save produced manifests to

No

Standard output

--version

Outputs the CLI version and exits immediately

No

 
1.21.1.1.1. Generate templates from URL examples
Note
  • Run the following commands via oc exec from the 3scale adapter container image in Generating manifests from a deployed adapter.
  • Use the 3scale-config-gen command to help avoid YAML syntax and indentation errors.
  • You can omit the --service if you use the annotations.
  • This command must be invoked from within the container image via oc exec.

Procedure

  • Use the 3scale-config-gen command to autogenerate templates files allowing the token, URL pair to be shared by multiple services as a single handler:

    $ 3scale-config-gen --name=admin-credentials --url="https://<organization>-admin.3scale.net:443" --token="[redacted]"
  • The following example generates the templates with the service ID embedded in the handler:

    $ 3scale-config-gen --url="https://<organization>-admin.3scale.net" --name="my-unique-id" --service="123456789" --token="[redacted]"

Additional resources

1.21.1.2. Generating manifests from a deployed adapter

Note
  • NAME is an identifier you use to identify with the service you are managing with 3scale.
  • The CREDENTIALS_NAME reference is an identifier that corresponds to the match section in the rule configuration. This is automatically set to the NAME identifier if you are using the CLI tool.
  • Its value does not need to be anything specific: the label value should just match the contents of the rule. See Routing service traffic through the adapter for more information.
  1. Run this command to generate manifests from a deployed adapter in the istio-system namespace:

    $ export NS="istio-system" URL="https://replaceme-admin.3scale.net:443" NAME="name" TOKEN="token"
    oc exec -n ${NS} $(oc get po -n ${NS} -o jsonpath='{.items[?(@.metadata.labels.app=="3scale-istio-adapter")].metadata.name}') \
    -it -- ./3scale-config-gen \
    --url ${URL} --name ${NAME} --token ${TOKEN} -n ${NS}
  2. This will produce sample output to the terminal. Edit these samples if required and create the objects using the oc create command.
  3. When the request reaches the adapter, the adapter needs to know how the service maps to an API on 3scale. You can provide this information in two ways:

    1. Label the workload (recommended)
    2. Hard code the handler as service_id
  4. Update the workload with the required annotations:

    Note

    You only need to update the service ID provided in this example if it is not already embedded in the handler. The setting in the handler takes precedence.

    $ export CREDENTIALS_NAME="replace-me"
    export SERVICE_ID="replace-me"
    export DEPLOYMENT="replace-me"
    patch="$(oc get deployment "${DEPLOYMENT}"
    patch="$(oc get deployment "${DEPLOYMENT}" --template='{"spec":{"template":{"metadata":{"labels":{ {{ range $k,$v := .spec.template.metadata.labels }}"{{ $k }}":"{{ $v }}",{{ end }}"service-mesh.3scale.net/service-id":"'"${SERVICE_ID}"'","service-mesh.3scale.net/credentials":"'"${CREDENTIALS_NAME}"'"}}}}}' )"
    oc patch deployment "${DEPLOYMENT}" --patch ''"${patch}"''

1.21.1.3. Routing service traffic through the adapter

Follow these steps to drive traffic for your service through the 3scale adapter.

Prerequisites

  • Credentials and service ID from your 3scale administrator.

Procedure

  1. Match the rule destination.labels["service-mesh.3scale.net/credentials"] == "threescale" that you previously created in the configuration, in the kind: rule resource.
  2. Add the above label to PodTemplateSpec on the Deployment of the target workload to integrate a service. the value, threescale, refers to the name of the generated handler. This handler stores the access token required to call 3scale.
  3. Add the destination.labels["service-mesh.3scale.net/service-id"] == "replace-me" label to the workload to pass the service ID to the adapter via the instance at request time.

1.21.2. Configure the integration settings in 3scale

Follow this procedure to configure the 3scale integration settings.

Note

For 3scale SaaS customers, Red Hat OpenShift Service Mesh is enabled as part of the Early Access program.

Procedure

  1. Navigate to [your_API_name]Integration
  2. Click Settings.
  3. Select the Istio option under Deployment.

    • The API Key (user_key) option under Authentication is selected by default.
  4. Click Update Product to save your selection.
  5. Click Configuration.
  6. Click Update Configuration.

1.21.3. Caching behavior

Responses from 3scale System APIs are cached by default within the adapter. Entries will be purged from the cache when they become older than the cacheTTLSeconds value. Also by default, automatic refreshing of cached entries will be attempted seconds before they expire, based on the cacheRefreshSeconds value. You can disable automatic refreshing by setting this value higher than the cacheTTLSeconds value.

Caching can be disabled entirely by setting cacheEntriesMax to a non-positive value.

By using the refreshing process, cached values whose hosts become unreachable will be retried before eventually being purged when past their expiry.

1.21.4. Authenticating requests

This release supports the following authentication methods:

  • Standard API Keys: single randomized strings or hashes acting as an identifier and a secret token.
  • Application identifier and key pairs: immutable identifier and mutable secret key strings.
  • OpenID authentication method: client ID string parsed from the JSON Web Token.

1.21.4.1. Applying authentication patterns

Modify the instance custom resource, as illustrated in the following authentication method examples, to configure authentication behavior. You can accept the authentication credentials from:

  • Request headers
  • Request parameters
  • Both request headers and query parameters
Note

When specifying values from headers, they must be lower case. For example, if you want to send a header as User-Key, this must be referenced in the configuration as request.headers["user-key"].

1.21.4.1.1. API key authentication method

Service Mesh looks for the API key in query parameters and request headers as specified in the user option in the subject custom resource parameter. It checks the values in the order given in the custom resource file. You can restrict the search for the API key to either query parameters or request headers by omitting the unwanted option.

In this example, Service Mesh looks for the API key in the user_key query parameter. If the API key is not in the query parameter, Service Mesh then checks the user-key header.

API key authentication method example

apiVersion: "config.istio.io/v1alpha2"
kind: instance
metadata:
  name: threescale-authorization
  namespace: istio-system
spec:
  template: authorization
  params:
    subject:
      user: request.query_params["user_key"] | request.headers["user-key"] | ""
    action:
      path: request.url_path
      method: request.method | "get"

If you want the adapter to examine a different query parameter or request header, change the name as appropriate. For example, to check for the API key in a query parameter named “key”, change request.query_params["user_key"] to request.query_params["key"].

1.21.4.1.2. Application ID and application key pair authentication method

Service Mesh looks for the application ID and application key in query parameters and request headers, as specified in the properties option in the subject custom resource parameter. The application key is optional. It checks the values in the order given in the custom resource file. You can restrict the search for the credentials to either query parameters or request headers by not including the unwanted option.

In this example, Service Mesh looks for the application ID and application key in the query parameters first, moving on to the request headers if needed.

Application ID and application key pair authentication method example

apiVersion: "config.istio.io/v1alpha2"
kind: instance
metadata:
  name: threescale-authorization
  namespace: istio-system
spec:
  template: authorization
  params:
    subject:
        app_id: request.query_params["app_id"] | request.headers["app-id"] | ""
        app_key: request.query_params["app_key"] | request.headers["app-key"] | ""
    action:
      path: request.url_path
      method: request.method | "get"

If you want the adapter to examine a different query parameter or request header, change the name as appropriate. For example, to check for the application ID in a query parameter named identification, change request.query_params["app_id"] to request.query_params["identification"].

1.21.4.1.3. OpenID authentication method

To use the OpenID Connect (OIDC) authentication method, use the properties value on the subject field to set client_id, and optionally app_key.

You can manipulate this object using the methods described previously. In the example configuration shown below, the client identifier (application ID) is parsed from the JSON Web Token (JWT) under the label azp. You can modify this as needed.

OpenID authentication method example

apiVersion: "config.istio.io/v1alpha2"
kind: instance
metadata:
  name: threescale-authorization
spec:
  template: threescale-authorization
  params:
    subject:
      properties:
        app_key: request.query_params["app_key"] | request.headers["app-key"] | ""
        client_id: request.auth.claims["azp"] | ""
      action:
        path: request.url_path
        method: request.method | "get"
        service: destination.labels["service-mesh.3scale.net/service-id"] | ""

For this integration to work correctly, OIDC must still be done in 3scale for the client to be created in the identity provider (IdP). You should create a Request authorization for the service you want to protect in the same namespace as that service. The JWT is passed in the Authorization header of the request.

In the sample RequestAuthentication defined below, replace issuer, jwksUri, and selector as appropriate.

OpenID Policy example

apiVersion: security.istio.io/v1beta1
kind: RequestAuthentication
metadata:
  name: jwt-example
  namespace: bookinfo
spec:
  selector:
    matchLabels:
      app: productpage
  jwtRules:
  - issuer: >-
      http://keycloak-keycloak.34.242.107.254.nip.io/auth/realms/3scale-keycloak
    jwksUri: >-
      http://keycloak-keycloak.34.242.107.254.nip.io/auth/realms/3scale-keycloak/protocol/openid-connect/certs

1.21.4.1.4. Hybrid authentication method

You can choose to not enforce a particular authentication method and accept any valid credentials for either method. If both an API key and an application ID/application key pair are provided, Service Mesh uses the API key.

In this example, Service Mesh checks for an API key in the query parameters, then the request headers. If there is no API key, it then checks for an application ID and key in the query parameters, then the request headers.

Hybrid authentication method example

apiVersion: "config.istio.io/v1alpha2"
kind: instance
metadata:
  name: threescale-authorization
spec:
  template: authorization
  params:
    subject:
      user: request.query_params["user_key"] | request.headers["user-key"] |
      properties:
        app_id: request.query_params["app_id"] | request.headers["app-id"] | ""
        app_key: request.query_params["app_key"] | request.headers["app-key"] | ""
        client_id: request.auth.claims["azp"] | ""
    action:
      path: request.url_path
      method: request.method | "get"
      service: destination.labels["service-mesh.3scale.net/service-id"] | ""

1.21.5. 3scale Adapter metrics

The adapter, by default reports various Prometheus metrics that are exposed on port 8080 at the /metrics endpoint. These metrics provide insight into how the interactions between the adapter and 3scale are performing. The service is labeled to be automatically discovered and scraped by Prometheus.

Note

There are incompatible changes in the 3scale Istio Adapter metrics since the previous releases in Service Mesh 1.x.

In Prometheus, metrics have been renamed with one addition for the backend cache, so that the following metrics exist as of Service Mesh 2.0:

Table 1.24. Prometheus metrics

MetricTypeDescription

threescale_latency

Histogram

Request latency between adapter and 3scale.

threescale_http_total

Counter

HTTP Status response codes for requests to 3scale backend.

threescale_system_cache_hits

Counter

Total number of requests to the 3scale system fetched from the configuration cache.

threescale_backend_cache_hits

Counter

Total number of requests to 3scale backend fetched from the backend cache.

1.21.6. 3scale backend cache

The 3scale backend cache provides an authorization and reporting cache for clients of the 3scale Service Management API. This cache is embedded in the adapter to enable lower latencies in responses in certain situations assuming the administrator is willing to accept the trade-offs.

Note

3scale backend cache is disabled by default. 3scale backend cache functionality trades inaccuracy in rate limiting and potential loss of hits since the last flush was performed for low latency and higher consumption of resources in the processor and memory.

1.21.6.1. Advantages of enabling backend cache

The following are advantages to enabling the backend cache:

  • Enable the backend cache when you find latencies are high while accessing services managed by the 3scale Istio Adapter.
  • Enabling the backend cache will stop the adapter from continually checking with the 3scale API manager for request authorizations, which will lower the latency.

    • This creates an in-memory cache of 3scale authorizations for the 3scale Istio Adapter to store and reuse before attempting to contact the 3scale API manager for authorizations. Authorizations will then take much less time to be granted or denied.
  • Backend caching is useful in cases when you are hosting the 3scale API manager in another geographical location from the service mesh running the 3scale Istio Adapter.

    • This is generally the case with the 3scale Hosted (SaaS) platform, but also if a user hosts their 3scale API manager in another cluster located in a different geographical location, in a different availability zone, or in any case where the network overhead to reach the 3scale API manager is noticeable.

1.21.6.2. Trade-offs for having lower latencies

The following are trade-offs for having lower latencies:

  • Each 3scale adapter’s authorization state updates every time a flush happens.

    • This means two or more instances of the adapter will introduce more inaccuracy between flushing periods.
    • There is a greater chance of too many requests being granted that exceed limits and introduce erratic behavior, which leads to some requests going through and some not, depending on which adapter processes each request.
  • An adapter cache that cannot flush its data and update its authorization information risks shut down or crashing without reporting its information to the API manager.
  • A fail open or fail closed policy will be applied when an adapter cache cannot determine whether a request must be granted or denied, possibly due to network connectivity issues in contacting the API manager.
  • When cache misses occur, typically right after booting the adapter or after a long period of no connectivity, latencies will grow in order to query the API manager.
  • An adapter cache must do much more work on computing authorizations than it would without an enabled cache, which will tax processor resources.
  • Memory requirements will grow proportionally to the combination of the amount of limits, applications, and services managed by the cache.

1.21.6.3. Backend cache configuration settings

The following points explain the backend cache configuration settings:

  • Find the settings to configure the backend cache in the 3scale configuration options.
  • The last 3 settings control enabling of backend cache:

    • PARAM_USE_CACHE_BACKEND - set to true to enable backend cache.
    • PARAM_BACKEND_CACHE_FLUSH_INTERVAL_SECONDS - sets time in seconds between consecutive attempts to flush cache data to the API manager.
    • PARAM_BACKEND_CACHE_POLICY_FAIL_CLOSED - set whether or not to allow/open or deny/close requests to the services when there is not enough cached data and the 3scale API manager cannot be reached.

1.21.7. 3scale Istio Adapter APIcast emulation

The 3scale Istio Adapter performs as APIcast would when the following conditions occur:

  • When a request cannot match any mapping rule defined, the returned HTTP code is 404 Not Found. This was previously 403 Forbidden.
  • When a request is denied because it goes over limits, the returned HTTP code is 429 Too Many Requests. This was previously 403 Forbidden.
  • When generating default templates via the CLI, it will use underscores rather than dashes for the headers, for example: user_key rather than user-key.

1.21.8. 3scale Istio adapter verification

You might want to check whether the 3scale Istio adapter is working as expected. If your adapter is not working, use the following steps to help troubleshoot the problem.

Procedure

  1. Ensure the 3scale-adapter pod is running in the control plane namespace:

    $ oc get pods -n <istio-system>
  2. Check that the 3scale-adapter pod has printed out information about itself booting up, such as its version:

    $ oc logs <istio-system>
  3. When performing requests to the services protected by the 3scale adapter integration, always try requests that lack the right credentials and ensure they fail. Check the 3scale adapter logs to gather additional information.

Additional resources

1.21.9. 3scale Istio adapter troubleshooting checklist

As the administrator installing the 3scale Istio adapter, there are a number of scenarios that might be causing your integration to not function properly. Use the following list to troubleshoot your installation:

  • Incorrect YAML indentation.
  • Missing YAML sections.
  • Forgot to apply the changes in the YAML to the cluster.
  • Forgot to label the service workloads with the service-mesh.3scale.net/credentials key.
  • Forgot to label the service workloads with service-mesh.3scale.net/service-id when using handlers that do not contain a service_id so they are reusable per account.
  • The Rule custom resource points to the wrong handler or instance custom resources, or the references lack the corresponding namespace suffix.
  • The Rule custom resource match section cannot possibly match the service you are configuring, or it points to a destination workload that is not currently running or does not exist.
  • Wrong access token or URL for the 3scale Admin Portal in the handler.
  • The Instance custom resource’s params/subject/properties section fails to list the right parameters for app_id, app_key, or client_id, either because they specify the wrong location such as the query parameters, headers, and authorization claims, or the parameter names do not match the requests used for testing.
  • Failing to use the configuration generator without realizing that it actually lives in the adapter container image and needs oc exec to invoke it.

1.22. Troubleshooting your service mesh

This section describes how to identify and resolve common problems in Red Hat OpenShift Service Mesh. Use the following sections to help troubleshoot and debug problems when deploying Red Hat OpenShift Service Mesh on OpenShift Container Platform.

1.22.1. Understanding Service Mesh versions

In order to understand what version of Red Hat OpenShift Service Mesh you have deployed on your system, you need to understand how each of the component versions is managed.

The Red Hat OpenShift Service Mesh 2.x Operator supports both v1x and v2x service meshes.

  • Operator version - The current Operator version is 2.1.3. This version number only indicates the version of the currently installed Operator. This version number is controlled by the intersection of the Update Channel and Approval Strategy specified in your Operator subscription. The version of the Operator does not determine which version of the ServiceMeshControlPlane resource is deployed.

    Important

    Upgrading to the latest Operator version does not automatically upgrade your control plane to the latest version.

  • ServiceMeshControlPlane version - The same Operator supports multiple versions of the service mesh control plane. The service mesh control plane version controls the architecture and configuration settings that are used to install and deploy Red Hat OpenShift Service Mesh. To set or change the service mesh control plane version, you must deploy a new control plane. When you create the service mesh control plane you can select the version in one of two ways:

    • To configure in the Form View, select the version from the Control Plane Version menu.
    • To configure in the YAML View, set the value for spec.version in the YAML file.
  • Control Plane version - The version parameter specified within the SMCP resource file as spec.version. Supported versions are v1.1, v2.0, and v2.1.

Operator Lifecycle Manager (OLM) does not manage control plane upgrades, so the version number for your Operator and ServiceMeshControlPlane (SMCP) may not match, unless you have manually upgraded your SMCP.

1.22.2. Troubleshooting Operator installation

In addition to the information in this section, be sure to review the following topics:

1.22.2.1. Validating Operator installation

When you install the Red Hat OpenShift Service Mesh Operators, OpenShift automatically creates the following objects as part of a successful Operator installation:

  • config maps
  • custom resource definitions
  • deployments
  • pods
  • replica sets
  • roles
  • role bindings
  • secrets
  • service accounts
  • services

From the OpenShift Container Platform console

You can verify that the Operator pods are available and running by using the OpenShift Container Platform console.

  1. Navigate to WorkloadsPods.
  2. Select the openshift-operators namespace.
  3. Verify that the following pods exist and have a status of running:

    • istio-operator
    • jaeger-operator
    • kiali-operator
  4. Select the openshift-operators-redhat namespace.
  5. Verify that the elasticsearch-operator pod exists and has a status of running.

From the command line

  1. Verify the Operator pods are available and running in the openshift-operators namespace with the following command:

    $ oc get pods -n openshift-operators

    Example output

    NAME                               READY   STATUS    RESTARTS   AGE
    istio-operator-bb49787db-zgr87     1/1     Running   0          15s
    jaeger-operator-7d5c4f57d8-9xphf   1/1     Running   0          2m42s
    kiali-operator-f9c8d84f4-7xh2v     1/1     Running   0          64s

  2. Verify the Elasticsearch operator with the following command:

    $ oc get pods -n openshift-operators-redhat

    Example output

    NAME                                      READY   STATUS    RESTARTS   AGE
    elasticsearch-operator-d4f59b968-796vq     1/1     Running   0          15s

1.22.2.2. Troubleshooting service mesh Operators

If you experience Operator issues:

  • Verify your Operator subscription status.
  • Verify that you did not install a community version of the Operator, instead of the supported Red Hat version.
  • Verify that you have the cluster-admin role to install Red Hat OpenShift Service Mesh.
  • Check for any errors in the Operator pod logs if the issue is related to installation of Operators.
Note

You can install Operators only through the OpenShift console, the OperatorHub is not accessible from the command line.

1.22.2.2.1. Viewing Operator pod logs

You can view Operator logs by using the oc logs command. Red Hat may request logs to help resolve support cases.

Procedure

  • To view Operator pod logs, enter the command:

    $ oc logs -n openshift-operators <podName>

    For example,

    $ oc logs -n openshift-operators istio-operator-bb49787db-zgr87

1.22.3. Troubleshooting the control plane

The Service Mesh control plane is composed of Istiod, which consolidates several previous control plane components (Citadel, Galley, Pilot) into a single binary. Deploying the ServiceMeshControlPlane also creates the other components that make up Red Hat OpenShift Service Mesh as described in the architecture topic.

1.22.3.1. Validating the Service Mesh control plane installation

When you create the Service Mesh control plane, the Service Mesh Operator uses the parameters that you have specified in the ServiceMeshControlPlane resource file to do the following:

  • Creates the Istio components and deploys the following pods:

    • istiod
    • istio-ingressgateway
    • istio-egressgateway
    • grafana
    • prometheus
  • Calls the Kiali Operator to create Kaili deployment based on configuration in either the SMCP or the Kiali custom resource.

    Note

    You view the Kiali components under the Kiali Operator, not the Service Mesh Operator.

  • Calls the Red Hat OpenShift distributed tracing platform Operator to create distributed tracing platform components based on configuration in either the SMCP or the Jaeger custom resource.

    Note

    You view the Jaeger components under the Red Hat OpenShift distributed tracing platform Operator and the Elasticsearch components under the Elasticsearch Operator, not the Service Mesh Operator.

    From the OpenShift Container Platform console

    You can verify the Service Mesh control plane installation in the OpenShift Container Platform web console.

    1. Navigate to OperatorsInstalled Operators.
    2. Select the <istio-system> namespace.
    3. Select the Red Hat OpenShift Service Mesh Operator.
    4. Click the Istio Service Mesh Control Plane tab.
    5. Click the name of your control plane, for example basic.
    6. To view the resources created by the deployment, click the Resources tab. You can use the filter to narrow your view, for example, to check that all the Pods have a status of running.
    7. If the SMCP status indicates any problems, check the status: output in the YAML file for more information.

From the command line

  1. Execute the following command to see if the control plane pods are available and running, where istio-system is the namespace where you installed the SMCP.

    $ oc get pods -n istio-system

    Example output

    NAME                                    READY   STATUS    RESTARTS   AGE
    grafana-6c47888749-dsztv                2/2     Running   0          37s
    istio-egressgateway-85fdc5b466-dgqgt    1/1     Running   0          36s
    istio-ingressgateway-844f785b79-pxbvb   1/1     Running   0          37s
    istiod-basic-c89b5b4bb-5jh8b            1/1     Running   0          104s
    jaeger-6ff889f874-rz2nm                 2/2     Running   0          34s
    prometheus-578df79589-p7p9k             3/3     Running   0          69s

  2. Check the status of the control plane deployment with the following command, where istio-system is the namespace where you deployed the SMCP.

    $ oc get smcp -n <istio-system>

    The installation has finished successfully when the STATUS column is ComponentsReady.

    Example output

    NAME    READY   STATUS            PROFILES      VERSION   AGE
    basic   9/9     ComponentsReady   ["default"]   2.0.1.1   19m

    If you have modified and redeployed your control plane, the status should read UpdateSuccessful.

    Example output

    NAME            READY     STATUS             TEMPLATE   VERSION   AGE
    basic-install   9/9       UpdateSuccessful   default               v1.1          3d16h

  3. If the SMCP status indicates anything other than ComponentsReady check the status: output in the SCMP resource for more information.

    $ oc describe smcp <smcp-name> -n <controlplane-namespace>

    Example output

    $ oc describe smcp basic -n istio-system

1.22.3.1.1. Accessing the Kiali console

You can view your application’s topology, health, and metrics in the Kiali console. If your service is experiencing problems, the Kiali console lets you view the data flow through your service. You can view insights about the mesh components at different levels, including abstract applications, services, and workloads. Kiali also provides an interactive graph view of your namespace in real time.

To access the Kiali console you must have Red Hat OpenShift Service Mesh installed, Kiali installed and configured.

The installation process creates a route to access the Kiali console.

If you know the URL for the Kiali console, you can access it directly. If you do not know the URL, use the following directions.

Procedure for administrators

  1. Log in to the OpenShift Container Platform web console with an administrator role.
  2. Click HomeProjects.
  3. On the Projects page, if necessary, use the filter to find the name of your project.
  4. Click the name of your project, for example, bookinfo.
  5. On the Project details page, in the Launcher sect