Installing 3scale

Red Hat 3scale API Management 2.7

Install and configure 3scale API Management.

Red Hat Customer Content Services

Abstract

This guide provides the information to install and configure 3scale API Management.

Preface

This guide will help you to install and configure 3scale

Chapter 1. Installing 3scale on OpenShift

This section walks you through steps to deploy Red Hat 3scale API Management 2.7 on OpenShift.

The Red Hat 3scale API Management solution for on-premises deployment is composed of:

  • Two API gateways: embedded APIcast
  • One 3scale Admin Portal and Developer Portal with persistent storage

There are two ways to deploy a 3scale solution:

Note

Whether deploying 3scale using the operator or via templates, you must first configure registry authentication to the Red Hat container registry. See Section 1.3.1, “Configuring registry authentication in OpenShift”.

Prerequisites

  • You must configure 3scale servers for UTC (Coordinated Universal Time).

To install 3scale on OpenShift, perform the steps outlined in the following sections:

1.1. System requirements for installing 3scale on OpenShift

This section lists the requirements for the 3scale - OpenShift template.

Environment requirements
Red Hat 3scale API Management requires an environment specified in supported configurations.

Persistent volumes

  • 3 RWO (ReadWriteOnce) persistent volumes for Redis and MySQL persistence
  • 1 RWX (ReadWriteMany) persistent volume for CMS and System-app Assets

Configure the RWX persistent volume to be group writable. For a list of persistent volume types that support the required access modes, see the OpenShift documentation.

Hardware requirements

Hardware requirements depend on your usage needs. Red Hat recommends that you test and configure your environment to meet your specific requirements. The following are the recommendations when configuring your environment for 3scale on OpenShift:

  • Compute optimized nodes for deployments on cloud environments (AWS c4.2xlarge or Azure Standard_F8).
  • Very large installations may require a separate node (AWS M4 series or Azure Av2 series) for Redis if memory requirements exceed your current node’s available RAM.
  • Separate nodes between routing and compute tasks.
  • Dedicated computing nodes for 3scale specific tasks.
  • Set the PUMA_WORKERS variable of the back-end listener to the number of cores in your compute node.

1.2. Configuring nodes and entitlements

Before deploying 3scale on OpenShift, you must configure the necessary nodes and the entitlements for the environment to fetch images from the Red Hat Container Registry. Perform the following steps to configure the nodes and entitlements:

Procedure

  1. Install Red Hat Enterprise Linux (RHEL) on each of your nodes.
  2. Register your nodes with Red Hat using the Red Hat Subscription Manager (RHSM), via the interface or the command line.
  3. Attach your nodes to your 3scale subscription using RHSM.
  4. Install OpenShift on your nodes, complying with the following requirements:

  5. Install the OpenShift command line interface.
  6. Enable access to the rhel-7-server-3scale-amp-2-rpms repository using the subscription manager:

    sudo subscription-manager repos --enable=rhel-7-server-3scale-amp-2-rpms
  7. Install the 3scale template called 3scale-amp-template. This will be saved at /opt/amp/templates.

    sudo yum install 3scale-amp-template

1.3. Deploying 3scale on OpenShift using a template

Note

OpenShift Container Platform (OCP) 4.x supports deployment of 3scale using the operator only. See Deploying 3scale using the operator.

This section describes how to deploy 3scale on OpenShift using a template.

Prerequisites

  • An OpenShift cluster configured as specified in the Configuring nodes and entitlements section.
  • A domain that resolves to your OpenShift cluster.

    • Note: OpenShift Container Platform (OCP) 3.11 supports deployment of 3scale using templates only.
  • Access to the Red Hat container catalog.
  • (Optional) A working SMTP server for email functionality.

Follow these procedures to install 3scale on OpenShift using a .yml template:

1.3.1. Configuring registry authentication in OpenShift

You must configure registry authentication to the Red Hat container registry before you can use Red Hat 3scale API Management OpenShift image stream. Follow the instruction below to configure the registration to container registry.

Procedure

  1. Log in to the OpenShift server as an administrator, as follows:

    oc login -u system:admin
  2. Log in to the OpenShift project where you will be installing the image streams. Red Hat recommends that you use the openshift project for the 3scale OpenShift image streams.

    Note: It will have a prefix that is a fixed, random string.

    oc project your-openshift-project
  3. Create a docker-registry secret using the credentials you created in Creating registry service accounts.

    Note
    • Replace your-registry-service-account-username with the username created in the format, 12345678|username.
    • Replace your-registry-service-account-password with the password string below the username, under the Token Information tab.
    • Create a docker-registry secret for every new namespace where the image streams reside and which use registry.redhat.io.
    oc create secret docker-registry threescale-registry-auth \
      --docker-server=registry.redhat.io \
      --docker-username="your-registry-service-account-username" \
      --docker-password="your-registry-service-account-password"

1.3.2. Creating registry service accounts

To use container images from registry.redhat.io in a shared environment with 3scale 2.7 deployed on OpenShift, you must use a Registry Service Account instead of an individual user’s Customer Portal credentials.

Note

It is a requirement for 3scale 2.7 that you follow the steps outlined below before deploying either on OpenShift using a template or via the operator, as both options use registry authentication.

Procedure

  1. Navigate to the Registry Service Accounts page and log in.
  2. Click New Service Account.
  3. Fill in the form on the Create a New Registry Service Account page.

    1. Add a name for the service account.

      Note: You will see a fixed-length, randomly generated number string before the form field.

  4. Enter a Description.
  5. Click Create.
  6. Navigate back to your Service Accounts.
  7. Click the Service Account you created.
  8. Make a note of the username, including the prefix string, for example 12345678|username, and your password.

    1. This username and password will be used to log in to registry.redhat.io.
Note

There are tabs available on the Token Information page that show you how to use the authentication token. For example, the Token Information tab shows the username in the format 12345678|username and the password string below it.

1.3.3. Modifying registry service accounts

Service accounts can be modified or deleted. This can done from the Registry Service Account page using the pop-up menu to the right of each authentication token in the table.

Warning

The regeneration or removal of service accounts will impact systems that are using the token to authenticate and retrieve content from registry.redhat.io.

A description for each function is as follows:

  • Regenerate token: Allows an authorized user to reset the password associated with the Service Account.

    Note: The username for the Service Account cannot be changed.

  • Update Description: Allows an authorized user to update the description for the Service Account.
  • Delete Account: Allows an authorized user to remove the Service Account.

1.3.4. Importing the 3scale template

Note
  • Wildcard routes have been removed as of 3scale 2.6.

    • This functionality is handled by Zync in the background.
  • When API providers are created, updated, or deleted, routes automatically reflect those changes.

Perform the following steps to import the 3scale template into your OpenShift cluster:

Procedure

  1. From a terminal session log in to OpenShift as the cluster administrator:

    oc login
  2. Select your project, or create a new project:

    oc project <project_name>
    oc new-project <project_name>
  3. Enter the oc new-app command:

    1. Specify the --file option with the path to the amp.yml file you downloaded as part of Configuring nodes and entitlements.
    2. Specify the --param option with the WILDCARD_DOMAIN parameter set to the domain of your OpenShift cluster:

      oc new-app --file /opt/amp/templates/amp.yml --param WILDCARD_DOMAIN=<WILDCARD_DOMAIN>

      The terminal shows the master and tenant URLs and credentials for your newly created 3scale Admin Portal. This output should include the following information:

      • master admin username
      • master password
      • master token information
      • tenant username
      • tenant password
      • tenant token information
  4. Log in to https://user-admin.3scale-project.example.com as admin/xXxXyz123.

    * With parameters:
    
     * ADMIN_PASSWORD=xXxXyz123 # generated
     * ADMIN_USERNAME=admin
     * TENANT_NAME=user
    
     * MASTER_NAME=master
     * MASTER_USER=master
     * MASTER_PASSWORD=xXxXyz123 # generated
    
    --> Success
    Access your application via route 'user-admin.3scale-project.example.com'
    Access your application via route 'master-admin.3scale-project.example.com'
    Access your application via route 'backend-user.3scale-project.example.com'
    Access your application via route 'user.3scale-project.example.com'
    Access your application via route 'api-user-apicast-staging.3scale-project.example.com'
    Access your application via route 'api-user-apicast-production.3scale-project.example.com'
  5. Make a note of these details for future reference.

    Note

    Wait for 3scale to fully deploy on OpenShift for your login and credentials to work.

1.3.5. Getting the Admin Portal URL

When you deploy 3scale using the template, a default tenant is created, with a fixed URL: 3scale-admin.${wildcardDomain}

The 3scale Dashboard shows the new portal URL of the tenant. As an example, if the <wildCardDomain> is 3scale-project.example.com, the Admin Portal URL is: https://3scale-admin.3scale-project.example.com.

The wildcardDomain is the <wildCardDomain> parameter you provided during installation. Open this unique URL in a browser using the this command:

xdg-open https://3scale-admin.3scale-project.example.com

Optionally, you can create new tenants on the MASTER portal URL: `master.${wildcardDomain}

1.3.6. Configuring SMTP Variables (Optional)

OpenShift uses email to send notifications and invite new users. If you intend to use these features, you must provide your own SMTP server and configure SMTP variables in the SMTP ConfigMap.

Perform the following steps to configure the SMTP variables in the SMTP config map:

Procedure

  1. If you are not already logged in, log in to OpenShift:

    oc login
    1. Configure variables for the SMTP config map. Use the oc patch command, specify the configmap and smtp objects, followed by the -p option and write the following new values in JSON for the following variables:

      VariableDescription

      address

      Allows you to specify a remote mail server as a relay

      username

      Specify your mail server username

      password

      Specify your mail server password

      domain

      Specify a HELO domain

      port

      Specify the port on which the mail server is listening for new connections

      authentication

      Specify the authentication type of your mail server. Allowed values: plain ( sends the password in the clear), login (send password Base64 encoded), or cram_md5 (exchange information and a cryptographic Message Digest 5 algorithm to hash important information)

      openssl.verify.mode

      Specify how OpenSSL checks certificates when using TLS. Allowed values: none, peer, client_once, or fail_if_no_peer_cert.

      Example

      oc patch configmap smtp -p '{"data":{"address":"<your_address>"}}'
      oc patch configmap smtp -p '{"data":{"username":"<your_username>"}}'
      oc patch configmap smtp -p '{"data":{"password":"<your_password>"}}'
  2. After you have set the configmap variables, redeploy the system-app and system-sidekiq pods:

    oc rollout latest dc/system-app
    oc rollout latest dc/system-sidekiq
  3. Check the status of the rollout to ensure it has finished:

    oc rollout status dc/system-app
    oc rollout status dc/system-sidekiq

1.4. Parameters of the 3scale template

Template parameters configure environment variables of the 3scale (amp.yml) template during and after deployment.

NameDescriptionDefault ValueRequired?

APP_LABEL

Used for object app labels

3scale-api-management

yes

ZYNC_DATABASE_PASSWORD

Password for the PostgreSQL connection user. Generated randomly if not provided.

N/A

yes

ZYNC_SECRET_KEY_BASE

Secret key base for Zync. Generated randomly if not provided.

N/A

yes

ZYNC_AUTHENTICATION_TOKEN

Authentication token for Zync. Generated randomly if not provided.

N/A

yes

AMP_RELEASE

3scale release tag.

2.7.0

yes

ADMIN_PASSWORD

A randomly generated 3scale administrator account password.

N/A

yes

ADMIN_USERNAME

3scale administrator account username.

admin

yes

APICAST_ACCESS_TOKEN

Read Only Access Token that APIcast will use to download its configuration.

N/A

yes

ADMIN_ACCESS_TOKEN

Admin Access Token with all scopes and write permissions for API access.

N/A

no

WILDCARD_DOMAIN

Root domain for the wildcard routes. For example, a root domain example.com will generate 3scale-admin.example.com.

N/A

yes

TENANT_NAME

Tenant name under the root that Admin Portal will be available with -admin suffix.

3scale

yes

MYSQL_USER

Username for MySQL user that will be used for accessing the database.

mysql

yes

MYSQL_PASSWORD

Password for the MySQL user.

N/A

yes

MYSQL_DATABASE

Name of the MySQL database accessed.

system

yes

MYSQL_ROOT_PASSWORD

Password for Root user.

N/A

yes

SYSTEM_BACKEND_USERNAME

Internal 3scale API username for internal 3scale api auth.

3scale_api_user

yes

SYSTEM_BACKEND_PASSWORD

Internal 3scale API password for internal 3scale api auth.

N/A

yes

REDIS_IMAGE

Redis image to use

registry.redhat.io/rhscl/redis-32-rhel7:3.2

yes

MYSQL_IMAGE

Mysql image to use

registry.redhat.io/rhscl/mysql-57-rhel7:5.7

yes

MEMCACHED_IMAGE

Memcached image to use

registry.redhat.io/3scale-amp2/memcached-rhel7:3scale2.7

yes

POSTGRESQL_IMAGE

Postgresql image to use

registry.redhat.io/rhscl/postgresql-10-rhel7

yes

AMP_SYSTEM_IMAGE

3scale System image to use

registry.redhat.io/3scale-amp2/system-rhel7:3scale2.7

yes

AMP_BACKEND_IMAGE

3scale Backend image to use

registry.redhat.io/3scale-amp2/backend-rhel7:3scale2.7

yes

AMP_APICAST_IMAGE

3scale APIcast image to use

registry.redhat.io/3scale-amp2/apicast-gateway-rhel7:3scale2.7

yes

AMP_ZYNC_IMAGE

3scale Zync image to use

registry.redhat.io/3scale-amp2/zync-rhel7:3scale2.7

yes

SYSTEM_BACKEND_SHARED_SECRET

Shared secret to import events from backend to system.

N/A

yes

SYSTEM_APP_SECRET_KEY_BASE

System application secret key base

N/A

yes

APICAST_MANAGEMENT_API

Scope of the APIcast Management API. Can be disabled, status or debug. At least status required for health checks.

status

no

APICAST_OPENSSL_VERIFY

Turn on/off the OpenSSL peer verification when downloading the configuration. Can be set to true/false.

false

no

APICAST_RESPONSE_CODES

Enable logging response codes in APIcast.

true

no

APICAST_REGISTRY_URL

A URL which resolves to the location of APIcast policies

http://apicast-staging:8090/policies

yes

MASTER_USER

Master administrator account username

master

yes

MASTER_NAME

The subdomain value for the master Admin Portal, will be appended with the -master suffix

master

yes

MASTER_PASSWORD

A randomly generated master administrator password

N/A

yes

MASTER_ACCESS_TOKEN

A token with master level permissions for API calls

N/A

yes

IMAGESTREAM_TAG_IMPORT_INSECURE

Set to true if the server may bypass certificate verification or connect directly over HTTP during image import.

false

yes

1.5. Using APIcast with 3scale on OpenShift

APIcast is available with API Manager for 3scale hosted, and in on-premises installations in OpenShift Container Platform. The configuration procedures are different for both.

This section explains how to deploy APIcast with API Manager on OpenShift.

1.5.1. Deploying APIcast templates on an existing OpenShift cluster containing 3scale

3scale OpenShift templates contain two embedded APIcast by default. If you require more API gateways, or require separate APIcast deployments, you can deploy additional APIcast templates on your OpenShift cluster.

Prerequisites

Perform the following steps to deploy additional API gateways on your OpenShift cluster:

Procedure

  1. Create an access token with the following configurations:

    • Scoped to Account Management API
    • Having read-only access
  2. Log in to your APIcast cluster:

    oc login
  3. Create a secret that allows APIcast to communicate with 3scale. Specify new-basicauth, apicast-configuration-url-secret, and the --password parameter with the access token, tenant name, and wildcard domain of your 3scale deployment:

    oc secret new-basicauth apicast-configuration-url-secret --password=https://<APICAST_ACCESS_TOKEN>@<TENANT_NAME>-admin.<WILDCARD_DOMAIN>
    Note

    TENANT_NAME is the name under the root that the Admin Portal will be available with. The default value for TENANT_NAME is 3scale. If you used a custom value in your 3scale deployment, you must use that value here.

  4. Import the APIcast template using the oc new-app command, specifying the --file option with the apicast.yml file:

    oc new-app --file /opt/amp/templates/apicast.yml

1.5.2. Connecting APIcast from a different OpenShift cluster

If you deploy APIcast on a different OpenShift cluster, outside your 3scale cluster, you must connect through the public route:

Procedure

  1. Create an access token with the following configurations:

    • Scoped to Account Management API
    • Having read-only access
  2. Log in to your APIcast cluster:

    oc login
  3. Create a secret that allows APIcast to communicate with 3scale. Specify new-basicauth, apicast-configuration-url-secret, and the --password parameter with the access token, tenant name, and wildcard domain of your 3scale deployment:

    oc secret new-basicauth apicast-configuration-url-secret --password=https://<APICAST_ACCESS_TOKEN>@<TENANT_NAME>-admin.<WILDCARD_DOMAIN>
    Note

    TENANT_NAME is the name under the root that the Admin Portal will be available with. The default value for TENANT_NAME is 3scale. If you used a custom value in your 3scale deployment, you must use that value.

  4. Deploy APIcast on a different OpenShift cluster using the oc new-app command. Specify the --file option and the to path to your apicast.yml file:

    oc new-app --file /path/to/file/apicast.yml

1.5.3. Changing the default behavior for embedded APIcast

In external APIcast deployments, you can modify default behavior by changing the template parameters in the APIcast OpenShift template.

In embedded APIcast deployments, 3scale and APIcast are deployed from a single template. You must modify environment variables after deployment if you wish to change the default behavior for the embedded APIcast deployments.

1.5.4. Connecting multiple APIcast deployments on a single OpenShift cluster over internal service routes

If you deploy multiple APIcast gateways into the same OpenShift cluster, you can configure them to connect using internal routes through the backend listener service instead of the default external route configuration.

You must have an OpenShift Software-Defined Networking (SDN) plugin installed to connect over internal service routes. How you connect depends on which SDN you have installed:

ovs-subnet

If you are using the ovs-subnet OpenShift SDN plugin, perform the following steps to connect over internal routes:

Procedure

  1. If not already logged in, log in to your OpenShift cluster:

    oc login
  2. Enter the following command to display the backend-listener route URL:

    oc get route backend
  3. Enter the oc new-app command with the path to apicast.yml:

    oc new-app -f apicast.yml

ovs-multitenant

If you are using the ovs-multitenant OpenShift SDN plugin, perform the following steps to connect over internal routes:

Procedure

  1. If not already logged in, log in to your OpenShift cluster:

    oc login
  2. As administrator, specify the oadm command with the pod-network and join-projects options to set up communication between both projects:

    oadm pod-network join-projects --to=<3SCALE_PROJECT> <APICAST_PROJECT>
  3. Enter the following command to display the backend-listener route URL:

    oc get route backend
  4. Enter the oc new-app command with the path to apicast.yml:

    oc new-app -f apicast.yml

Additional resources

For information on OpenShift SDN and project network isolation, see Openshift SDN.

1.5.5. Connecting APIcast on other deployments

If you deploy APIcast on Docker, you can connect APIcast to 3scale deployed on OpenShift by setting the THREESCALE_PORTAL_ENDPOINT parameter to the URL and access token of your 3scale Admin Portal deployed on OpenShift. You do not need to set the BACKEND_ENDPOINT_OVERRIDE parameter in this case.

Additional resources

For more details, see Deploying APIcast on the Docker containerized environment.

1.6. Deploying 3scale using the operator

This section takes you through installing and deploying the 3scale solution via the 3scale operator, using the APIManager custom resource.

Note
  • Wildcard routes have been removed since 3scale 2.6.

    • This functionality is handled by Zync in the background.
  • When API providers are created, updated, or deleted, routes automatically reflect those changes.

Prerequisites

Follow these procedures to deploy 3scale using the operator:

1.6.1. Deploying the APIManager custom resource

Deploying the APIManager custom resource will make the operator begin processing and will deploy a 3scale solution from it.

Procedure

  1. The menu structure depends on the OpenShift version you are using:

    • For OCP 4.1, click Catalog > Installed Operators.
    • For OCP 4.2, click Operators > Installed Operators.

      • From the list of Installed Operators, click 3scale Operator.
  2. Click the API Manager tab.
  3. Click Create APIManager.
  4. Clear the sample content and add the following YAML definitions to the editor, then click Create.

    Note

    The wildcardDomain parameter can be any desired name you wish to give that resolves to an IP address, which is a valid DNS domain. Be sure to remove the placeholder marks for your parameters: < >.

    apiVersion: apps.3scale.net/v1alpha1
    kind: APIManager
    metadata:
      name: example-apimanager
    spec:
      wildcardDomain: <wildcardDomain>

1.6.2. Getting the APIManager Admin Portal and Master Admin Portal credentials

To log in to either the 3scale Admin Portal or Master Admin Portal after the operator-based deployment, you need the credentials for each separate portal. To get these credentials:

  1. Run the following commands to get the Admin Portal credentials:

    oc get secret system-seed -o json | jq -r .data.ADMIN_USER | base64 -d
    oc get secret system-seed -o json | jq -r .data.ADMIN_PASSWORD | base64 -d
    1. Log in as the Admin Portal administrator to verify these credentials are working.
  2. Run the following commands to get the Master Admin Portal credentials:

    oc get secret system-seed -o json | jq -r .data.MASTER_USER | base64 -d
    oc get secret system-seed -o json | jq -r .data.MASTER_PASSWORD | base64 -d
    1. Log in as the Master Admin Portal administrator to verify these credentials are working.

Additional resources

For more information about the APIManager fields, refer to the Reference documentation.

1.6.3. Getting the Admin Portal URL

When you deploy 3scale using the operator, a default tenant is created, with a fixed URL: 3scale-admin.${wildcardDomain}

The 3scale Dashboard shows the new portal URL of the tenant. As an example, if the <wildCardDomain> is 3scale-project.example.com, the Admin Portal URL is: https://3scale-admin.3scale-project.example.com.

The wildcardDomain is the <wildCardDomain> parameter you provided during installation. Open this unique URL in a browser using the this command:

xdg-open https://3scale-admin.3scale-project.example.com

Optionally, you can create new tenants on the MASTER portal URL: master.${wildcardDomain}

1.7. Troubleshooting common 3scale installation issues

This section contains a list of common installation issues and provides guidance for their resolution.

1.7.1. Previous deployment leaving dirty persistent volume claims

Problem

A previous deployment attempt leaves a dirty Persistent Volume Claim (PVC) causing the MySQL container to fail to start.

Cause

Deleting a project in OpenShift does not clean the PVCs associated with it.

Solution

Procedure

  1. Find the PVC containing the erroneous MySQL data with the oc get pvc command:

    # oc get pvc
    NAME                    STATUS    VOLUME    CAPACITY   ACCESSMODES   AGE
    backend-redis-storage   Bound     vol003    100Gi      RWO,RWX       4d
    mysql-storage           Bound     vol006    100Gi      RWO,RWX       4d
    system-redis-storage    Bound     vol008    100Gi      RWO,RWX       4d
    system-storage          Bound     vol004    100Gi      RWO,RWX       4d
  2. Stop the deployment of the system-mysql pod by clicking cancel deployment in the OpenShift UI.
  3. Delete everything under the MySQL path to clean the volume.
  4. Start a new system-mysql deployment.

1.7.2. Wrong or missing credentials of the authenticated image registry

Problem

Pods are not starting. ImageStreams show the following error:

! error: Import failed (InternalError): ...unauthorized: Please login to the Red Hat Registry

Cause

While installing 3scale on OpenShift 4.x, OpenShift fails to start pods because ImageStreams cannot pull the images they reference. This happens because the pods cannot authenticate against the registries they point to.

Solution

Procedure

  1. Type the following command to verify the configuration of your container registry authentication:

    $ oc get secret
    • If your secret exists, you will see the following output in the terminal:

      threescale-registry-auth          kubernetes.io/dockerconfigjson        1         4m9s
    • However, if you do not see the output, you must do the following:
  2. Use the credentials you previously set up while Creating a registry service account to create your secret.
  3. Use the steps in Configuring registry authentication in OpenShift, replacing <your-registry-service-account-username> and <your-registry-service-account-password> in the oc create secret command provided.
  4. Generate the threescale-registry-auth secret in the same namespace as the APIManager resource. You must run the following inside the <project-name>:

    oc project <project-name>
    oc create secret docker-registry threescale-registry-auth \
      --docker-server=registry.redhat.io \
      --docker-username="<your-registry-service-account-username>" \
      --docker-password="<your-registry-service-account-password>"
      --docker-email="<email-address>"
  5. Delete and recreate the APIManager resource:

    $ oc delete -f apimanager.yaml
    apimanager.apps.3scale.net "example-apimanager" deleted
    
    $ oc create -f apimanager.yaml
    apimanager.apps.3scale.net/example-apimanager created

Verification

  1. Type the following command to confirm that deployments have a status of Starting or Ready. The pods then begin to spawn:

    $ oc describe apimanager
    (...)
    Status:
      Deployments:
        Ready:
          apicast-staging
          system-memcache
          system-mysql
          system-redis
          zync
          zync-database
          zync-que
        Starting:
          apicast-production
          backend-cron
          backend-worker
          system-sidekiq
          system-sphinx
        Stopped:
          backend-listener
          backend-redis
          system-app
  2. Type the following command to see the status of each pod:

    $ oc get pods
    NAME                               READY   STATUS             RESTARTS   AGE
    3scale-operator-66cc6d857b-sxhgm   1/1     Running            0          17h
    apicast-production-1-deploy        1/1     Running            0          17m
    apicast-production-1-pxkqm         0/1     Pending            0          17m
    apicast-staging-1-dbwcw            1/1     Running            0          17m
    apicast-staging-1-deploy           0/1     Completed          0          17m
    backend-cron-1-deploy              1/1     Running            0          17m

1.7.3. Incorrectly pulling from the Docker registry

Problem

The following error occurs during installation:

svc/system-redis - 1EX.AMP.LE.IP:6379
  dc/system-redis deploys docker.io/rhscl/redis-32-rhel7:3.2-5.3
    deployment #1 failed 13 minutes ago: config change

Cause

OpenShift searches for and pulls container images by issuing the docker command. This command refers to the docker.io Docker registry instead of the registry.redhat.io Red Hat container registry.

This occurs when the system contains an unexpected version of the Docker containerized environment.

Solution

Procedure

Use the appropriate version of the Docker containerized environment.

1.7.4. Permission issues for MySQL when persistent volumes are mounted locally

Problem

The system-msql pod crashes and does not deploy causing other systems dependant on it to fail deployment. The pod log displays the following error:

[ERROR] Cannot start server : on unix socket: Permission denied
[ERROR] Do you already have another mysqld server running on socket: /var/lib/mysql/mysql.sock ?
[ERROR] Aborting

Cause

The MySQL process is started with inappropriate user permissions.

Solution

Procedure

  1. The directories used for the persistent volumes MUST have the write permissions for the root group. Having read-write permissions for the root user is not enough as the MySQL service runs as a different user in the root group. Execute the following command as the root user:

    chmod -R g+w /path/for/pvs
  2. Execute the following command to prevent SElinux from blocking access:

    chcon -Rt svirt_sandbox_file_t /path/for/pvs

1.7.5. Unable to upload logo or images

Problem

Unable to upload a logo - system-app logs display the following error:

Errno::EACCES (Permission denied @ dir_s_mkdir - /opt/system/public//system/provider-name/2

Cause

Persistent volumes are not writable by OpenShift.

Solution

Procedure

Ensure your persistent volume is writable by OpenShift. It should be owned by root group and be group writable.

1.7.6. Test calls not working on OpenShift

Problem

Test calls do not work after creation of a new service and routes on OpenShift. Direct calls via curl also fail, stating: service not available.

Cause

3scale requires HTTPS routes by default, and OpenShift routes are not secured.

Solution

Procedure

Ensure the secure route checkbox is clicked in your OpenShift router settings.

1.7.7. APIcast on a different project from 3scale failing to deploy

Problem

APIcast deploy fails (pod does not turn blue). You see the following error in the logs:

update acceptor rejected apicast-3: pods for deployment "apicast-3" took longer than 600 seconds to become ready

You see the following error in the pod:

Error synching pod, skipping: failed to "StartContainer" for "apicast" with RunContainerError: "GenerateRunContainerOptions: secrets \"apicast-configuration-url-secret\" not found"

Cause

The secret was not properly set up.

Solution

Procedure

When creating a secret with APIcast v3, specify apicast-configuration-url-secret:

oc secret new-basicauth apicast-configuration-url-secret  --password=https://<ACCESS_TOKEN>@<TENANT_NAME>-admin.<WILDCARD_DOMAIN>

Chapter 2. Installing APIcast

APIcast is an NGINX based API gateway used to integrate your internal and external API services with the Red Hat 3scale API Management Platform. APIcast does load balancing by using round-robin.

In this guide you will learn about deployment options, environments provided, and how to get started.

Prerequisites

APIcast is not a standalone API gateway. It needs connection to 3scale API Manager.

To install APIcast, perform the steps outlined in the following sections:

2.1. APIcast deployment options

You can use hosted or self-managed APIcast. In both cases, APIcast must be connected to the rest of the 3scale API Management platform:

  • Embedded APIcast: Two APIcast gateways (staging and production) come by default with the 3scale API Management installation. They come pre-configured and ready to use out-of-the-box.
  • Self-managed APIcast: You can deploy APIcast wherever you want. Here are a few recommended options to deploy APIcast:

2.2. APIcast environments

By default, when you create a 3scale account, you get embedded APIcast in two different environments:

  • Staging: Intended to be used only while configuring and testing your API integration. When you have confirmed that your setup is working as expected, then you can choose to deploy it to the production environment. The OpenShift template sets the parameters of the Staging APIcast in a way that the configuration is reloaded on each API call (APICAST_CONFIGURATION_LOADER: lazy, APICAST_CONFIGURATION_CACHE: 0). It is useful to test the changes in APIcast configuration quickly.
  • Production: This environment is intended for production use. The following parameters are set for the Production APIcast in the OpenShift template: APICAST_CONFIGURATION_LOADER: boot, APICAST_CONFIGURATION_CACHE: 300. This means that the configuration will be fully loaded when APIcast is started, and will be cached for 300 seconds (5 minutes). After 5 minutes the configuration will be reloaded. This means that when you promote the configuration to production, it may take up to 5 minutes to be applied, unless you trigger a new deployment of APIcast.

2.3. Configuring the integration settings

Go to [your_API_name] > Integration > Configuration.

On the Configuration page you will see the Integration settings.

By default, you find these values:

  • Deployment Option: embedded APIcast.
  • Authentication mode: API key.

You can change these settings by clicking on edit integration settings in the upper-right corner.

2.4. Configuring your service

You must declare your API back-end in the Private Base URL field, which is the endpoint host of your API back-end. APIcast will redirect all traffic to your API back-end after all authentication, authorization, rate limits and statistics have been processed.

This section will guide you through configuring your service:

2.4.1. Declaring the API backend

Typically, the Private Base URL of your API will be something like https://api-backend.yourdomain.com:443, on the domain that you manage (yourdomain.com). For instance, if you were integrating with the Twitter API the Private Base URL would be https://api.twitter.com/.

In this example, you will use the Echo API hosted by 3scale, a simple API that accepts any path and returns information about the request (path, request parameters, headers, etc.). Its Private Base URL is https://echo-api.3scale.net:443.

Procedure

  • Test your private (unmanaged) API is working. For example, for the Echo API you can make the following call with curl command:

    curl "https://echo-api.3scale.net:443"

    You will get the following response:

    {
        "method": "GET",
        "path": "/",
        "args": "",
        "body": "",
        "headers": {
          "HTTP_VERSION": "HTTP/1.1",
          "HTTP_HOST": "echo-api.3scale.net",
          "HTTP_ACCEPT": "*/*",
          "HTTP_USER_AGENT": "curl/7.51.0",
          "HTTP_X_FORWARDED_FOR": "2.139.235.79, 10.0.103.58",
          "HTTP_X_FORWARDED_HOST": "echo-api.3scale.net",
          "HTTP_X_FORWARDED_PORT": "443",
          "HTTP_X_FORWARDED_PROTO": "https",
          "HTTP_FORWARDED": "for=10.0.103.58;host=echo-api.3scale.net;proto=https"
        },
        "uuid": "ee626b70-e928-4cb1-a1a4-348b8e361733"
      }

2.4.2. Configuring the authentication settings

You can configure authentication settings for your API in the AUTHENTICATION SETTINGS section.

The following fields are all optional:

FieldDescription

Host Header

Define a custom Host request header. This is required if your API backend only accepts traffic from a specific host.

Secret Token

Used to block direct developer requests to your API backend. Set the value of the header here, and ensure your backend only allows calls with this secret header.

Credentials location

Define whether credentials are passed as HTTP headers, query parameters or as HTTP basic authentication.

Auth user key

Set the user key associated with the credentials location

Errors

Define the response code, content type, and response body, for the following errors: authentication failed, authentication missing, no match.

2.4.3. Configuring the API test call

Procedure

  1. Configure the test call for the hosted staging environment.
  2. Enter a path existing in your API in the API test GET request field (for example, /v1/word/good.json).
  3. Save the settings by clicking on the Update Product button in the bottom right part of the page.

    1. This will deploy the APIcast configuration to the 3scale Hosted staging environment. If everything is configured correctly, the vertical line on the left should turn green.

      Note

      If you are using one of the Self-managed deployment options, save the configuration from the GUI and make sure it is pointing to your deployed API gateway by adding the correct host in the staging or production public base URL field. Before making any calls to your production gateway, do not forget to click on the Promote v.x to Production button.

  4. Find the sample curl at the bottom of the staging section and run it from the console:

    curl "https://XXX.staging.apicast.io:443/v1/word/good.json?user_key=YOUR_USER_KEY"
    Note

    You should get the same response as above, however, this time the request will go through the 3scale hosted APIcast instance. Note: You should make sure you have an application with valid credentials for the service. If you are using the default API service created on sign up to 3scale, you should already have an application. Otherwise, if you see USER_KEY or APP_ID and APP_KEY values in the test curl, you need to create an application for this service first.

    Now you have your API integrated with 3scale.

3scale Hosted APIcast gateway does the validation of the credentials and applies the rate limits that you defined for the application plan of the application. If you try to make a call without credentials, or with invalid credentials, you will see an error message.

2.5. Additional resources

To get information about the latest released and supported version of APIcast, see the articles:

Chapter 3. Running APIcast on Red Hat OpenShift

This tutorial describes how to deploy the APIcast API Gateway on Red Hat OpenShift.

Prerequisites

  • You must configure APIcast in your Red Hat 3scale API Management Admin Portal as per Chapter 2, Installing APIcast.
  • Make sure Self-managed Gateway is selected as the deployment option in the integration settings.
  • You should have both staging and production environment configured to proceed.

To run APIcast on Red Hat OpenShift, perform the steps outlined in the following sections:

3.1. Setting up Red Hat OpenShift

If you already have a running OpenShift cluster, you can skip this section. Otherwise, continue reading.

For production deployments you can follow the instructions for OpenShift installation.

In this tutorial the OpenShift cluster will be installed using:

  • Red Hat Enterprise Linux (RHEL) 7
  • Docker containerized environment v1.10.3
  • OpenShift Origin command line interface (CLI) - v1.3.1

Use the following sections to set up Red Hat OpenShift:

3.1.1. Installing the Docker containerized environment

Docker-formatted container images provided by Red Hat are released as part of the Extras channel in RHEL. To enable additional repositories, you can use either the Subscription Manager, or yum config manager. See the RHEL product documentation for details.

For a RHEL 7 deployed on a AWS EC2 instance you will use the following the instructions:

Procedure

  1. List all repositories:

    sudo yum repolist all
  2. Find and enable the *-extras repository:

    sudo yum-config-manager --enable rhui-REGION-rhel-server-extras
  3. Install Docker-formatted container images:

    sudo yum install docker docker-registry
  4. Add an insecure registry of 172.30.0.0/16 by adding or uncommenting the following line in /etc/sysconfig/docker file:

    INSECURE_REGISTRY='--insecure-registry 172.30.0.0/16'
  5. Start the Docker service:

    sudo systemctl start docker
  6. Verify that the container service is running with the following command:

    sudo systemctl status docker

3.1.2. Starting the OpenShift cluster

To start the OpenShift cluster, do the following:

Procedure

  1. Download the latest stable release of the client tools (openshift-origin-client-tools-VERSION-linux-64bit.tar.gz) from OpenShift releases page, and place the Linux oc binary extracted from the archive in your PATH.

    Note

    The docker command runs as the root user, so you will need to run any oc or docker commands with root privileges.

  2. Open a terminal with a user that has permission to run docker commands and run:

    oc cluster up

    At the bottom of the output you will find information about the deployed cluster:

        -- Server Information ...
          OpenShift server started.
          The server is accessible via web console at:
          https://172.30.0.112:8443
    
          You are logged in as:
            User:     developer
            Password: developer
    
          To login as administrator:
            oc login -u system:admin
  3. Note the IP address that is assigned to your OpenShift server. You will refer to it in the tutorial as OPENSHIFT-SERVER-IP.

3.1.3. Setting up the OpenShift cluster on a remote server (Optional)

If you are deploying the OpenShift cluster on a remote server, you will need to explicitly specify a public hostname and a routing suffix on starting the cluster, so that you will be able to access the OpenShift web console remotely.

For example, if you are deploying on an AWS EC2 instance, you should specify the following options:

oc cluster up --public-hostname=ec2-54-321-67-89.compute-1.amazonaws.com --routing-suffix=54.321.67.89.xip.io

where ec2-54-321-67-89.compute-1.amazonaws.com is the Public Domain, and 54.321.67.89 is the IP of the instance. You will then be able to access the OpenShift web console at https://ec2-54-321-67-89.compute-1.amazonaws.com:8443.

3.2. Deploying APIcast using the OpenShift template

Note
  • You can only deploy APIcast on OpenShift Container Platform (OCP) 3.11 when using templates.
  • Operator-based installations are only supported on OCP version 4.1 and 4.2.
  • For more information about supported configurations, see the Red Hat 3scale API Management Supported Configurations page.

Use the following to deploy APIcast unsing the OpenShift template:

Procedure

  1. By default you are logged in as developer and can proceed to the next step.

    Otherwise login into OpenShift using the oc login command from the OpenShift Client tools you downloaded and installed in the previous step. The default login credentials are username = "developer" and password = "developer":

    oc login https://OPENSHIFT-SERVER-IP:8443

    You should see Login successful. in the output.

  2. Create your project. This example sets the display name as gateway

    oc new-project "3scalegateway" --display-name="gateway" --description="3scale gateway demo"

    The response should look like this:

    Now using project "3scalegateway" on server "https://172.30.0.112:8443"

    Ignore the suggested next steps in the text output at the command prompt and proceed to the next step below.

  3. Create a new secret to reference your project by replacing <access_token> and <domain> with your own credentials. See below for more information about the <access_token> and <domain>.

    oc create secret generic apicast-configuration-url-secret --from-literal=password=https://<access_token>@<admin_portal_domain>  --type=kubernetes.io/basic-auth

    Here <access_token> is an Access Token (not a Service Token) for the 3scale account, and <domain>-admin.3scale.net is the URL of your 3scale Admin Portal.

    The response should look like this:

    secret/apicast-configuration-url-secret
  4. Create an application for your APIcast gateway from the template, and start the deployment:

    oc new-app -f https://raw.githubusercontent.com/3scale/3scale-amp-openshift-templates/2.7.0.GA/apicast-gateway/apicast.yml

    You should see the following messages at the bottom of the output:

        --> Creating resources with label app=3scale-gateway ...
            deploymentconfig "apicast" created
            service "apicast" created
        --> Success
            Run 'oc status' to view your app.

3.3. Creating routes via the OpenShift console

To create routes via the OpenShift console, do the following:

Procedure

  1. Open the web console for your OpenShift cluster in your browser:

    https://OPENSHIFT-SERVER-IP:8443/console/

    Use the value specified in --public-hostname instead of OPENSHIFT-SERVER-IP if you started OpenShift cluster on a remote server.

    You will see the login screen for OpenShift.

    Note

    You may receive a warning about an untrusted website. This is expected, as you are trying to access the web console through secure protocol, without having configured a valid certificate. While you should avoid this in production environment, for this test setup you can go ahead and create an exception for this address.

  2. Log in using the developer credentials created or obtained in the Setting up Red Hat OpenShift section.

    You will see a list of projects, including the gateway project you created from the command line above.

    Openshift Projects

    If you do not see your gateway project, you probably created it with a different user and will need to assign the policy role to to this user.

  3. Click on the gateway link and you will see the Overview tab.

    OpenShift downloaded the code for APIcast and started the deployment. You may see the message Deployment #1 running when the deployment is in progress.

    When the build completes, the user interface (UI) will refresh and show two instances of APIcast ( 2 pods ) that have been started by OpenShift, as defined in the template.

    Building the Gateway

    Each APIcast instance, upon starting, downloads the required configuration from 3scale using the settings you provided on the Integration page of your 3scale Admin Portal.

    OpenShift will maintain two APIcast instances and monitor the health of both; any unhealthy APIcast instance will automatically be replaced with a new one.

  4. To allow your APIcast instances to receive traffic, you need to create a route. Start by clicking on Create Route.

    Create Route

    Enter the same host you set in 3scale above in the section Public Base URL (without the http:// and without the port) , e.g. gateway.openshift.demo, then click the Create button.

    Configure Route

    For every 3scale product you define, you must create a new route.

Chapter 4. Deploying APIcast on the Docker containerized environment

This is a step-by-step guide to deploy APIcast inside a Docker container engine that is ready to be used as a Red Hat 3scale API Management API gateway.

Note

When deploying APIcast on the Docker containerized environment, the supported versions of Red Hat Enterprise Linux (RHEL) and Docker are as follows:

  • RHEL 7.7
  • Docker 1.13.1

Prerequisites

To deploy APIcast on the docker containerized environment, perform the steps outlined in the following sections:

4.1. Installing the Docker containerized environment

This guide covers the steps to set up the Docker containerized environment on RHEL 7.x.

The Docker container engine provided by Red Hat is released as part of the Extras channel in RHEL. To enable additional repositories, you can use either the Subscription Manager or the yum-config-manager option. For details, see the RHEL product documentation.

To deploy RHEL 7.x on an Amazon Web Services (AWS), Amazon Elastic Compute Cloud (Amazon EC2) instance, take the following steps:

Procedure

  1. List all repositories: sudo yum repolist all.
  2. Find the *-extras repository.
  3. Enable the extras repository: sudo yum-config-manager --enable rhui-REGION-rhel-server-extras.
  4. Install the Docker containerized environment package: sudo yum install docker.

Additional resources

For other operating systems, refer to the following Docker documentation:

4.2. Running the Docker containerized environment gateway

To run the docker containerized environment gateway, do the following:

Procedure

  1. Start the Docker daemon:

    sudo systemctl start docker.service.

  2. Check if the Docker daemon is running:

    sudo systemctl status docker.service.

    You can download a ready to use Docker container engine image from the Red Hat registry:

    sudo docker pull registry.redhat.io/3scale-amp2/apicast-gateway-rhel7:3scale2.7.

  3. Run APIcast in a Docker container engine:

    sudo docker run --name apicast --rm -p 8080:8080 -e THREESCALE_PORTAL_ENDPOINT=https://<access_token>@<domain>-admin.3scale.net registry.redhat.io/3scale-amp2/apicast-gateway-rhel7:3scale2.7.

    Here, <access_token> is the Access Token for the 3scale Account Management API. You can use the Provider Key instead of the access token. <domain>-admin.3scale.net is the URL of your 3scale Admin Portal.

This command runs a Docker container engine called "apicast" on port 8080 and fetches the JSON configuration file from your 3scale Admin Portal. For other configuration options, see Installing APIcast.

4.2.1. The docker command options

You can use the following options with the docker run command:

  • --rm: Automatically removes the container when it exits.
  • -d or --detach: Runs the container in the background and prints the container ID. When it is not specified, the container runs in the foreground mode and you can stop it using CTRL + c. When started in the detached mode, you can reattach to the container with the docker attach command, for example, docker attach apicast.
  • -p or --publish: Publishes a container’s port to the host. The value should have the format <host port="">:<container port="">, so -p 80:8080 will bind port 8080 of the container to port 80 of the host machine. For example, the Management API uses port 8090, so you may want to publish this port by adding -p 8090:8090 to the docker run command.
  • -e or --env: Sets environment variables.
  • -v or --volume: Mounts a volume. The value is typically represented as <host path="">:<container path="">[:<options>]. <options> is an optional attribute; you can set it to :ro to specify that the volume will be read only (by default, it is mounted in read-write mode). Example: -v /host/path:/container/path:ro.

4.2.2. Testing APIcast

The preceding steps ensure that your Docker container engine is running with your own configuration file and the Docker container image from the 3scale registry. You can test calls through APIcast on port 8080 and provide the correct authentication credentials, which you can get from your 3scale account.

Test calls will not only verify that APIcast is running correctly but also that authentication and reporting is being handled successfully.

Note

Ensure that the host you use for the calls is the same as the one configured in the Public Base URL field on the Integration page.

Additional resources

4.3. Additional resources

Chapter 5. Deploying APIcast on Podman

This is a step-by-step guide for deploying APIcast on a Pod Manager (Podman) container environment to be used as a Red Hat 3scale API Management API gateway.

Note

When deploying APIcast on a Podman container environment, the supported versions of Red Hat Enterprise Linux (RHEL) and Podman are as follows:

  • RHEL 8.x
  • Podman 1.4.2

Prerequisites

To deploy APIcast on the Podman container environment, perform the steps outlined in the following sections:

5.1. Installing the Podman container environment

This guide covers the steps to set up the Podman container environment on RHEL 8.x. Docker is not included in RHEL 8.x, therefore, use Podman for working with containers.

For more details about Podman with RHEL 8.x, see the Container command-line reference.

Procedure

  • Install the Podman container environment package:

    sudo dnf install podman

Additional resources

For other operating systems, refer to the following Podman documentation:

5.2. Running the Podman environment

To run the Podman container environment, follow the procedure below.

Procedure

  1. Download a ready to use Podman container image from the Red Hat registry:

    podman pull registry.redhat.io/3scale-amp2/apicast-gateway-rhel7:3scale2.7.

  2. Run APIcast in a Podman:

    podman run --name apicast --rm -p 8080:8080 -e THREESCALE_PORTAL_ENDPOINT=https://<access_token>@<domain>-admin.3scale.net registry.redhat.io/3scale-amp2/apicast-gateway-rhel7:3scale2.7.

    Here, <access_token> is the Access Token for the 3scale Account Management API. You can use the Provider Key instead of the access token. <domain>-admin.3scale.net is the URL of your 3scale Admin Portal.

This command runs a Podman container engine called "apicast" on port 8080 and fetches the JSON configuration file from your 3scale Admin Portal. For other configuration options, see Installing APIcast.

5.2.1. Testing APIcast with Podman

The preceding steps ensure that your Podman container engine is running with your own configuration file and the Podman container image from the 3scale registry. You can test calls through APIcast on port 8080 and provide the correct authentication credentials, which you can get from your 3scale account.

Test calls will not only verify that APIcast is running correctly but also that authentication and reporting is being handled successfully.

Note

Ensure that the host you use for the calls is the same as the one configured in the Public Base URL field on the Integration page.

5.3. The podman command options

You can use the following option examples with the podman command:

  • -d: Runs the container in detached mode and prints the container ID. When it is not specified, the container runs in the foreground mode and you can stop it using CTRL + c. When started in the detached mode, you can reattach to the container with the podman attach command, for example, podman attach apicast.
  • ps and -a: Podman ps is used to list creating and running containers. Adding -a to the ps command will show all containers, both running and stopped, for example, podman ps -a.
  • inspect and -l: Inspect a running container. For example, use inspect to see the ID that was assigned to the container. Use -l to get the details for the latest container, for example, podman inspect -l | grep Id\":.

5.4. Additional resources

Chapter 6. Installing the 3scale Operator on OpenShift

This documentation shows you how to:

  • Create a new project.
  • Deploy a Red Hat 3scale API Management instance.
  • Create the threescale-registry-auth secret in the project.
  • Install the 3scale operator through Operator Lifecycle Manager (OLM).
  • Deploy the custom resources once the operator has been deployed.

Prerequisites

Warning

Deploy the 3scale operator and custom resource definitions (CRDs) in a separate newly created, empty project. If you deploy them in an existing project containing infrastructure, it could alter or delete existing elements.

To install the 3scale operator on OpenShift, perform the steps outlined in the following sections:

6.1. Creating a new OpenShift project

This procedure explains how to create a new OpenShift project named 3scale-project. Replace this project name with your own.

Procedure

To create a new OpenShift project:

  • Indicate a valid name using alphanumeric characters and dashes. As an example, run the command below to create 3scale-project:

    oc new-project 3scale-project

This creates the new OpenShift project where the operator, the APIManager custom resource (CR), and the Capabilities custom resources will be installed. The operator manages the custom resources through OLM in that project.

6.2. Installing and configuring the 3scale operator using the OLM

Use OLM to install the 3scale Operator on an OpenShift Container Platform 4 cluster by using OperatorHub in the OpenShift Container Platform console.

Note

You must install and deploy the 3scale operator in the project that you defined in Creating a new OpenShift project.

Procedure

  1. In the OpenShift Container Platform console, log in using an account with administrator privileges.
  2. The menu structure depends on the version of OpenShift you are using:

    • For OCP 4.1, click Catalog > OperatorHub.
    • For OCP 4.2, click Operators > OperatorHub
  3. In the Filter by keyword box, type 3scale operator to find the 3scale operator.
  4. Click the 3scale operator. Information about the Operator is displayed.
  5. Read the information about the operator and click Install. The Create Operator Subscription page opens.
  6. On the Create Operator Subscription page, accept all of the default selections and click Subscribe.

    Note

    The operator will only be available in the specific single namespace on the cluster that you have selected.

    The 3scale-operator details page is displayed, where you can see the Subscription Overview.

  7. Confirm that the subscription upgrade status is shown as Up to date.
  8. Verify that the 3scale operator ClusterServiceVersion (CSV) is displayed, and the Status of the operator ultimately resolves to InstallSucceeded in the project you defined in Creating a new OpenShift project:

    • For OCP 4.1, click Catalog > Installed Operators.
    • For OCP 4.2, click Operators > Installed Operators. In this case, successful installation will register the APIManager CRD, and the CRDs related to the Capabilities functionality of the operator in the OpenShift API server.
  9. After successful installation, query the resource types defined by the CRDs via oc get.

    1. For example, to verify that the APIManager CRD has been correctly registered, execute the following command:

      oc get apimanagers
  10. You should see the following output:

    No resources found.

Additional resources

6.3. Additional information

Chapter 7. 3scale High Availability and Evaluation templates

This document describes the templates for High Availability and Evaluation used by Red Hat 3scale API Management 2.7 installation.

Prerequisites

  • You need to have an available OpenShift cluster to deploy elements of the High Availability and Evaluation templates.
Important

The 3scale High Availability and Evaluation templates are a Technology Preview feature only. 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 Technology Preview Features Support Scope.

To deploy High Availability and Evaluation templates, perform the steps outlined in the following sections:

7.1. High Availability template

The High Availability (HA) template allows you to have a HA setting for critical databases.

Prerequisites

  • Before deploying the HA template, you must deploy and configure the external databases, and configure them in a HA configuration with a load-balanced endpoint.

Using the HA template

For HA, the template named amp-ha-tech-preview.yml allows you to deploy critical databases externally to OpenShift. This excludes:

  • Memcached
  • Sphinx
  • Zync

Differences between the standard amp.yml template and amp-ha-tech-preview.yml include:

  • Removal of the following elements:

    • backend-redis and its related components
    • system-redis and its related components
    • system-mysql and its related components
    • Redis and MySQL related ConfigMaps
    • MYSQL_IMAGE, REDIS_IMAGE, MYSQL_USER, MYSQL_ROOT_PASSWORD parameters
  • By default, increased from 1 to 2 the number of replicas for non-database DeploymentConfig object types.
  • Addition of the following mandatory parameters, allowing you the control of the location of external databases:

    • BACKEND_REDIS_STORAGE_ENDPOINT
    • BACKEND_REDIS_QUEUES_ENDPOINT
    • SYSTEM_REDIS_URL
    • APICAST_STAGING_REDIS_URL
    • APICAST_PRODUCTION_REDIS_URL
    • SYSTEM_DATABASE_URL

With amp-ha-tech-preview.yml, you need to configure database connections (excluding system-memcache, zync-database and system-sphinx that do not contain permanent data) out of the cluster via the newly added mandatory parameters. The endpoints require database load-balanced connection strings, including authentication information. Also, for the non-database deployments, the number of pod replicas is increased to 2 by default to have redundancy at application-level.

7.1.1. Setting RWX_STORAGE_CLASS for high availability

ReadWriteMany (RWX) PersistentVolumeClaims (PVCs) uses the storage class RWX_STORAGE_CLASS.

required: false

value: null

  • Set this to null to signal OpenShift that you want the storage class to be auto-discovered (no value).
  • If you set this to an empty string or no default value, it signals OpenShift that you want the string storage empty. This is an invalid setting.

7.2. Evaluation template

For evaluation purposes, there is a template named amp-eval-tech-preview.yml that deploys a 3scale environment without resource requests nor limits.

The only functional difference compared to the standard amp.yml template is that the resource limits and requests have been removed. This means that in this version the minimum hardware requirements have been removed on the pods at CPU and Memory level. This template is intended only for evaluation, testing, and development purposes as it tries to deploy the components in a best-effort way with the given hardware resources.

Chapter 8. Redis high availability (HA) support for 3scale

High availability (HA) is provided for most components by the OpenShift Container Platform (OCP). For more information see OpenShift Container Platform 3.11 Chapter 30. High Availability.

Note

The information and procedures in this section is not officially supported by Red Hat. It is for reference only.

The database components for HA in Red Hat 3scale API Management include: * backend-redis: used for statistics storage and temporary job storage. * system-redis: provides temporary storage for background jobs for 3scale and is also used as a message bus for Ruby processes of system-app pods.

Both backend-redis and system-redis work with supported Redis high availability variants for Redis Sentinel and Redis Enterprise.

If the Redis pod comes to a stop, or if the OpenShift Container Platform stops it, a new pod is automatically created. Persistent storage will restore the data so the pod continues to work. In these scenarios, there will be a small amount of downtime while the new pod starts. This is due to a limitation in Redis that does not support a multi-master setup. You can reduce downtime by preinstalling the Redis images onto all nodes that have Redis deployed to them. This will speed up the pod restart time.

To set up Redis for zero downtime and configure back-end components for 3scale, perform the steps outlined in the following sections:

8.1. Setting up Redis for zero downtime

If zero downtime is required, you must configure Redis outside of OCP. There are several ways to set it up using the configuration options of 3scale pods:

Note

Red Hat does not provide support for the above mentioned services. The mention of any such services does not imply endorsement by Red Hat of the products or services. You agree that Red Hat is not responsible or liable for any loss or expenses that may result due to your use of (or reliance on) any external content.

8.2. Configuring back-end components for 3scale

There are configuration settings in 3scale 2.7 to configure Redis HA (failover) for the back-end component. You can configure these settings as environment variables in the following deployment configurations: backend-cron, backend-listener, and backend-worker.

Note

If you want to use Redis with sentinels, you must create the system-redis secret with all fields in order to configure the Redis you want to point to before deploying 3scale. The fields are not provided as parameters in the back end as of 3scale.

8.2.1. Creating backend-redis and system-redis secrets

Follow these steps to create backend-redis and system-redis secrets accordingly:

8.2.2. Deploying a fresh installation of 3scale for HA

  1. Create the backend-redis and system-redis secrets with the fields below:

    backend-redis

    REDIS_QUEUES_SENTINEL_HOSTS
    REDIS_QUEUES_SENTINEL_ROLE
    REDIS_QUEUES_URL
    REDIS_STORAGE_SENTINEL_HOSTS
    REDIS_STORAGE_SENTINEL_ROLE
    REDIS_STORAGE_URL

    system-redis

    MESSAGE_BUS_NAMESPACE
    MESSAGE_BUS_SENTINEL_HOSTS
    MESSAGE_BUS_SENTINEL_ROLE
    MESSAGE_BUS_URL
    NAMESPACE
    SENTINEL_HOSTS
    SENTINEL_ROLE
    URL

    • When configuring for Redis with sentinels, the corresponding URL fields in backend-redis and system-redis refer to the Redis group in the format redis://[:redis-password@]redis-group[/db]`, where [x] denotes optional element x and redis-password, redis-group, and db are variables to be replaced accordingly:

      Example

      redis://:redispwd@mymaster/5

    • The SENTINEL_HOSTS fields are comma-separated lists of sentinel connection strings in the following format:

      [redis://][:sentinel-password@]sentinel-hostname-or-ip[:port]
      • For each element of the list, [x] denotes optional element x and sentinel-password, sentinel-hostname-or-ip, and port are variables to be replaced accordingly:

        Example

        :sentinelpwd@123.45.67.009:2711,:sentinelpwd@other-sentinel:2722

    • The SENTINEL_ROLE fields are either master or slave.
  2. Deploy 3scale as indicated in Deploying 3scale on OpenShift using a template, using the latest version of the templates.

    • Ignore the errors due to backend-redis and system-redis already present.

8.2.3. Migrating a non-HA deployment of 3scale to HA

  1. Edit the backend-redis and system-redis secrets with all fields as shown in Deploying a fresh installation of 3scale for HA.
  2. Make sure the following backend-redis environment variables are defined for the back-end pods.

    name: BACKEND_REDIS_SENTINEL_HOSTS
      valueFrom:
        secretKeyRef:
          key: REDIS_STORAGE_SENTINEL_HOSTS
          name: backend-redis
    name: BACKEND_REDIS_SENTINEL_ROLE
      valueFrom:
        secretKeyRef:
          key: REDIS_STORAGE_SENTINEL_ROLE
          name: backend-redis
  3. Make sure the following system-redis environment variables are defined for the system-(app|sidekiq|sphinx) pods.

    name: REDIS_SENTINEL_HOSTS
      valueFrom:
        secretKeyRef:
          key: SENTINEL_HOSTS
          name: system-redis
    name: REDIS_SENTINEL_ROLE
      valueFrom:
        secretKeyRef:
          key: SENTINEL_ROLE
          name: system-redis
    name: MESSAGE_BUS_REDIS_SENTINEL_HOSTS
      valueFrom:
        secretKeyRef:
          key: MESSAGE_BUS_SENTINEL_HOSTS
          name: system-redis
    name: MESSAGE_BUS_REDIS_SENTINEL_ROLE
      valueFrom:
        secretKeyRef:
          key: MESSAGE_BUS_SENTINEL_ROLE
          name: system-redis
  4. Proceed with instructions to continue upgrading 3scale 2.6 to 2.7 using templates.

8.2.3.1. Using Redis Enterprise

  1. Use Redis Enterprise deployed in OpenShift, with three different redis-enterprise instances:

    1. Edit system-redis secret:

      1. Set distinct values to MESSAGE_BUS_NAMESPACE and NAMESPACE.
      2. Set URL and MESSAGE_BUS_URL to the same database.
    2. Set the back-end database in backend-redis to REDIS_QUEUES_URL.
    3. Set the third database to REDIS_STORAGE_URL for backend-redis.

8.2.3.2. Using Redis Sentinel

  1. Use Redis Sentinel, with three or four different Redis databases:

    1. Edit system-redis secret:

      1. Set distinct values to MESSAGE_BUS_NAMESPACE and NAMESPACE.
      2. Set URL and MESSAGE_BUS_URL to the proper Redis group, for example: redis://:redispwd@mymaster/5
      3. Set SENTINEL_HOSTS and MESSAGE_BUS_SENTINEL_HOSTS to a comma-separated list of sentinels hosts and ports, for example: :sentinelpwd@123.45.67.009:2711,:sentinelpwd@other-sentinel:2722
      4. Set SENTINEL_ROLE and MESSAGE_BUS_SENTINEL_ROLE to master
  2. Set the backend-redis secret for back-end with the values:

    • REDIS_QUEUES_URL
    • REDIS_QUEUES_SENTINEL_ROLE
    • REDIS_QUEUES_SENTINEL_HOSTS
  3. Set the variables in the third database as follows:

    • REDIS_STORAGE_URL
    • REDIS_STORAGE_SENTINEL_ROLE
    • REDIS_STORAGE_SENTINEL_HOSTS

Notes

  • The system-app and system-sidekiq components connect directly to back-end Redis for retrieving statistics.

    • As of 3scale 2.7, these system components can also connect to back-end Redis (storage) when using sentinels.
  • The system-app and system-sidekiq components uses only backend-redis storage, not backend-redis queues.

    • Changes made to the system components support backend-redis storage with sentinels.

8.3. Additional information

Chapter 9. Configuring an external MySQL database

This guide provides information for externalizing the MySQL database for Chapter 7, 3scale High Availability and Evaluation templates. This can be done by using the default amp.yml file. This is useful where there are several infrastructure issues, such as network or filesystem, using the default system-mysql pod.

The difference between this approach and the one in Chapter 7, 3scale High Availability and Evaluation templates is that this provides a way for externalizing a MySQL database in case Red Hat 3scale API Management was initially using the default amp.yml template.

Note

Red Hat supports 3scale configurations that use an external MySQL database. However, the database itself is not within the scope of support.

Prerequisites

To configure an external MySQL database for High Availability (HA), perform the steps outlined in the following sections:

9.1. External MySQL database limitations

There are limitations with the process of externalizing your MySQL database:

3scale On-premises versions

It has only been tested and verified on the 2.5 On-premises and 2.6 On-premises versions from 3scale.

MySQL database user

With the mysql2:// formatted URL, you must use 'root'@'%' or the connection to the database will fail. Using any combination of username and password is not supported since 3scale uses 'root'@'%'.

MySQL host

Use the IP address from the external MySQL database instead of the hostname or it will not resolve. For example, use 1.1.1.1 instead of mysql.mydomain.com.

9.2. Externalizing the MySQL database

Use the following steps to fully externalize the MySQL database.

Warning

This will cause downtime in the environment while the process is ongoing.

Procedure

  1. Login to the OpenShift node where your 3scale On-premises instance is hosted and change to its project:

    oc login -u <user> <url>
    oc project <3scale-project>

    Replace <user>, <url>, and <3scale-project> with your own credentials and the project name.

  2. Follow the steps below in the order shown to scale down all the pods. This will avoid loss of data.

    Stop 3scale On-premises

    From the OpenShift web console or from the command line interface (CLI), scale down all the deployment configurations to zero replicas in the following order:

    • apicast-wildcard-router and zync for versions before 3scale 2.6 or zync-que and zync for 3scale 2.6 and above.
    • apicast-staging and apicast-production.
    • system-sidekiq, backend-cron, and system-sphinx.

      • 3scale 2.3 includes system-resque.
    • system-app.
    • backend-listener and backend-worker.
    • backend-redis, system-memcache, system-mysql, system-redis, and zync-database.

      The following example shows how to perform this in the CLI for apicast-wildcard-router and zync:

      oc scale dc/apicast-wildcard-router --replicas=0
      oc scale dc/zync --replicas=0
      Note

      The deployment configuration for each step can be scaled down at the same time. For example, you could scale down apicast-wildcard-router and zync together. However, it is better to wait for the pods from each step to terminate before scaling down the ones that follow. The 3scale instance will be completely inaccessible until it is fully started again.

  3. To confirm that no pods are running on the 3scale project use the following command:

    oc get pod

    The command should return No resources found.

  4. Scale up the database level pods again using the following command:

    oc scale dc/{backend-redis,system-memcache,system-mysql,system-redis,zync-database} --replicas=1
  5. Ensure that you are able to login to the external MySQL database through the system-mysql pod before proceeding with the next steps:

    oc rsh system-mysql-<system_mysql_pod_id>
    mysql -u root -p -h <host>
    • <system_mysql_pod_id>: The identifier of the system-mysql pod.
    • The user should always be root. For more information see External MySQL database limitations.

      1. The CLI will now display mysql>. Type exit, then press return. Type exit again at the next prompt to go back to the OpenShift node console.
  6. Perform a full MySQL dump using the following command:

    oc rsh system-mysql-<system_mysql_pod_id> /bin/bash -c "mysqldump -u root --single-transaction --routines --triggers --all-databases" > system-mysql-dump.sql
    • Replace <system_mysql_pod_id> with your unique system-mysql pod ID .
    • Validate that the file system-mysql-dump.sql contains a valid MySQL level dump as in the following example:

      $ head -n 10 system-mysql-dump.sql
      -- MySQL dump 10.13  Distrib 5.7.24, for Linux (x86_64)
      --
      -- Host: localhost    Database:
      -- ------------------------------------------------------
      -- Server version   5.7.24
      
      /*!40101 SET @OLD_CHARACTER_SET_CLIENT=@@CHARACTER_SET_CLIENT */;
      /*!40101 SET @OLD_CHARACTER_SET_RESULTS=@@CHARACTER_SET_RESULTS */;
      /*!40101 SET @OLD_COLLATION_CONNECTION=@@COLLATION_CONNECTION */;
      /*!40101 SET NAMES utf8 */;
  7. Scale down the system-mysql pod and leave it with 0 (zero) replicas:

    oc scale dc/system-mysql --replicas=0
  8. Find the base64 equivalent of the URL mysql2://root:<password>@<host>/system, replacing <password> and <host> accordingly:

    echo "mysql2://root:<password>@<host>/system" | base64
  9. Create a default 'user'@'%' on the remote MySQL database. It only needs to have SELECT privileges. Also find its base64 equivalents:

    echo "user" | base64
    echo "<password>" | base64
    • Replace <password> with the password for 'user'@'%'.
  10. Perform a backup and edit the OpenShift secret system-database:

    oc get secret system-database -o yaml > system-database-orig.bkp.yml
    oc edit secret system-database
    • URL: Replace it with the value from [step-8].
    • DB_USER and DB_PASSWORD: Use the values from the previous step for both.
  11. Send system-mysql-dump.sql to the remote database server and import the dump into it. Use the command to import it:
  12. Use the command below to send system-mysql-dump.sql to the remote database server and import the dump into the server:

    mysql -u root -p < system-mysql-dump.sql
  13. Ensure that a new database called system was created:

    mysql -u root -p -se "SHOW DATABASES"
  14. Use the following instructions to Start 3scale On-premises, which scales up all the pods in the correct order.

    Start 3scale On-premises

    • backend-redis, system-memcache, system-mysql, system-redis, and zync-database.
    • backend-listener and backend-worker.
    • system-app.
    • system-sidekiq, backend-cron, and system-sphinx

      • 3scale 2.3 includes system-resque.
    • apicast-staging and apicast-production.
    • apicast-wildcard-router and zync for versions before 3scale 2.6 or zync-que and zync for 3scale 2.6 and above.

      The following example shows how to perform this in the CLI for backend-redis, system-memcache, system-mysql, system-redis, and zync-database:

      oc scale dc/backend-redis --replicas=1
      oc scale dc/system-memcache --replicas=1
      oc scale dc/system-mysql --replicas=1
      oc scale dc/system-redis --replicas=1
      oc scale dc/zync-database --replicas=1

      The system-app pod should now be up and running without any issues.

  15. After validation, proceed to scale up the other pods following the order listed in Scaling up pods.
  16. Backup the system-mysql DeploymentConfig object. You may delete after a few days once you are sure everything is running properly. Deleting system-mysql DeploymentConfig avoids any future confusion if this procedure is done again in the future.

9.3. Rolling back

Perform a rollback procedure if the system-app pod is not fully back online and the root cause for it could not be determined or addressed after following step 14 of the Externalizing the MySQL database procedure.

  1. Edit the secret system-database using the original values from system-database-orig.bkp.yml. See [step-10]:

    oc edit secret system-database

    Replace URL, DB_USER, and DB_PASSWORD with their original values.

  2. Scale down all the pods and then scale them back up again, including system-mysql. The system-app pod and the other pods to be started after it should be up and running again. Run the following command to confirm all pods are back up and running:

    oc get pods -n <3scale-project>

9.4. Additional information

Chapter 10. Setting up your 3scale system image with an Oracle Database

Note

The 3scale operator does not support the Oracle Database. For more information about supported configurations, see the Red Hat 3scale API Management Supported Configurations page.

This section explains how a Red Hat 3scale API Management administrator sets up the 3scale system image with an Oracle Database. By default, 3scale 2.7 has a component called system that stores configuration data in a MySQL database. You can override the default database and store your information in an external Oracle Database. Follow the steps in this chapter to build a custom system container image with your own Oracle Database client binaries and deploy 3scale to OpenShift.

Prerequisites

A supported version of the following Oracle software components:

  • Oracle Instant Client Package: Basic or Basic Light
  • Oracle Instant Client Package: SDK
  • Oracle Instant Client Package: ODBC

Example packages

  • instantclient-basiclite-linux.x64-12.2.0.1.0.zip or instantclient-basic-linux.x64-12.2.0.1.0.zip
  • instantclient-sdk-linux.x64-12.2.0.1.0.zip
  • instantclient-odbc-linux.x64-12.2.0.1.0-2.zip

To set up your 3scale system image with and Oracle Database, perform the steps outlined in the following sections:

10.1. Preparing the Oracle Database

This section provides steps for preparing your Oracle Database.

Prerequisites

  • A supported version of Oracle Database accessible from your OpenShift cluster
  • Access to the Oracle Database system user for installation procedures
  • The 3scale 2.7 amp.yml template

Procedure

  1. Create a new database.

    The following settings are required for the Oracle Database to work with 3scale:

    ALTER SYSTEM SET max_string_size=extended SCOPE=SPFILE;
    ALTER SYSTEM SET compatible='12.2.0.1' SCOPE=SPFILE;
  2. Collect the database details.

    Get the following information that will be needed for 3scale configuration:

    • Oracle Database URL
    • Oracle Database service name
    • Oracle Database system password

      • The DATABASE_URL parameter must follow this format: oracle-enhanced://${user}:${password}@${host}:${port}/${database}

        Example

        DATABASE_URL="oracle-enhanced://user:password@my-oracle-database.com:1521/threescalepdb"

Additional resources

10.2. Building the system image

This section provides steps to build the system image.

Prerequisites

Procedure

  1. Clone the 3scale API Management OpenShift Templates GitHub repository. Use the following command:

    $ git clone --branch 2.7.1.GA https://github.com/3scale/3scale-amp-openshift-templates.git
  2. Place your Oracle Database Instant Client Package files into the 3scale-amp-openshift-templates/amp/system-oracle/oracle-client-files directory.
  3. Download the 3scale 2.7 amp.yml template.
  4. Run the oc new-app command with the -f option and specify the build.yml OpenShift template:

    $ oc new-app -f build.yml
  5. Run the oc new-app command with the -f option to indicate the amp.yml OpenShift template, and the -p option to specify the WILDCARD_DOMAIN parameter with the domain of your OpenShift cluster:

    $ oc new-app -f amp.yml -p WILDCARD_DOMAIN=mydomain.com
  6. Enter the following oc patch commands, replacing SYSTEM_PASSWORD with the Oracle Database system password you set up in Preparing the Oracle Database:

    $ oc patch dc/system-app -p '[{"op": "add", "path": "/spec/strategy/rollingParams/pre/execNewPod/env/-", "value": {"name": "ORACLE_SYSTEM_PASSWORD", "value": "SYSTEM_PASSWORD"}}]' --type=json
    
    $ oc patch dc/system-app -p '{"spec": {"strategy": {"rollingParams": {"post":{"execNewPod": {"env": [{"name": "ORACLE_SYSTEM_PASSWORD", "value": "SYSTEM_PASSWORD"}]}}}}}}'
  7. Enter the following command, replacing DATABASE_URL to point to the Oracle Database you specified in Preparing the Oracle Database:

    $ oc patch secret/system-database -p '{"stringData": {"URL": "DATABASE_URL"}}'
  8. Link the pull secret to the builder with the following command:

    $ oc secrets link builder threescale-registry-auth
  9. Enter the oc start-build command to build the new system image:

    $ oc start-build 3scale-amp-system-oracle --from-dir=.

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