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Install Orchestrator

This page walks through a full, vanilla Orchestrator install.

If you want to install a specific release version, see the notes in the deployment intro.

Prerequisites​

We assume MAGMA_ROOT is set as described in the deployment intro.

This walkthrough assumes you already have the following

  • a registered domain name
  • a blank AWS account
  • an AWS credential with admin permissions

If your AWS account is not blank, this can cause errors while Terraforming. If you know what you're doing, this is fine - otherwise, consider signing up for a new account.

Finally, our install process assumes the chosen region contains at least 3 availability zones. This should be the case for all major regions.

Assemble Certificates​

Before Terraforming specific resources, we'll assemble the relevant certificates.

First, create a local directory to hold the certificates you will use for your Orchestrator deployment. These certificates will be uploaded to AWS Secrets Manager and you can delete them locally afterwards.

mkdir -p ~/secrets/certs
cd ~/secrets/certs

You will need the following 3 certs

  1. TLS certificate
    • CN: yourdomain.com
    • SANs
      • yourdomain.com
      • *.yourdomain.com
      • *.nms.yourdomain.com
  2. TLS certificate's private key
  3. TLS certificate's root CA certificate (which signed controller.crt)

If you aren't worried about a browser warning, you can generate self-signed certs. Though please note that using trusted certs in production deployments is encouraged

${MAGMA_ROOT}/orc8r/cloud/deploy/scripts/self_sign_certs.sh yourdomain.com

Alternatively, if you already have these certs, rename and move them as follows

  1. Rename your public TLS certificate to controller.crt
  2. Rename your TLS certificate's private key to controller.key
  3. Rename your TLS certificate's root CA certificate to rootCA.pem
  4. Put these three files under the directory you created above

Next, with the domain certs placed in the correct directory, generate the application certs

${MAGMA_ROOT}/orc8r/cloud/deploy/scripts/create_application_certs.sh yourdomain.com

NOTE: yourdomain.com above should match the relevant Terraform variables in subsequent sections. For example, if in main.tf the orc8r_domain_name is orc8r.yourdomain.com, then that same domain should be used when requesting or generating all the above certs.

Finally, create the admin_operator.pfx file, protected with a password of your choosing

$ openssl pkcs12 -export -inkey admin_operator.key.pem -in admin_operator.pem -out admin_operator.pfx

Enter Export Password:
Verifying - Enter Export Password:

admin_operator.pem and admin_operator.key.pem are the files that NMS will use to authenticate itself with the Orchestrator API. admin_operator.pfx is for you to add to your keychain if you'd like to use the Orchestrator REST API directly (on macOS, double-click the admin_operator.pfx file and add it to your keychain, inputting the same password chosen above).

The certs directory should now look like this

$ ls -1 ~/secrets/certs/

admin_operator.key.pem
admin_operator.pem
admin_operator.pfx
bootstrapper.key
certifier.key
certifier.pem
controller.crt
controller.key
fluentd.key
fluentd.pem
rootCA.pem
rootCA.key

Install Orchestrator​

With the relevant certificates assembled, we can move on to Terraforming the infrastructure and application.

Initialize Terraform​

Create a new root Terraform module in a location of your choice by creating a new main.tf file. Follow the example Terraform root module at orc8r/cloud/deploy/terraform/orc8r-helm-aws/examples/basic but make sure to override the following parameters

  • orc8r_db_password must be at least 8 characters
  • orc8r_domain_name your registered domain name
  • seed_certs_dir local certs directory (e.g. "~/secrets/certs")
  • orc8r_tag tag used when you published your Orchestrator containers
  • orc8r_deployment_type type of orc8r deployment (fwa, federated_fwa, all)
  • orc8r_db_engine_version on fresh Orc8r installs, target Postgres 12.6

Make sure that the source variables for the module definitions point to github.com/magma/magma//orc8r/cloud/deploy/terraform/MODULE?ref=v1.8. Adjust any other parameters as you see fit. Check the READMEs for the relevant Terraform modules to see additional variables that can be set. You can override values that are part of the Terraform files that are used in the GitHub repository.

Finally, initialize Terraform

$ terraform init

Initializing modules...

Initializing the backend...

Initializing provider plugins...

Terraform has been successfully initialized!

By default, Terraform state file will be stored locally. However, you can store the state file remotely using an AWS S3 bucket.

Terraform Infrastructure​

The two Terraform modules are organized so that orc8r-aws contains all the resource definitions for the cloud infrastructure that you'll need to run Orchestrator and orc8r-helm-aws contains all the application components behind Orchestrator. On the very first installation, you'll have to terraform apply the infrastructure before the application. On later changes to your Terraform root module, you can make all changes at once with a single terraform apply.

With your root module set up, run

$ terraform apply -target=module.orc8r

# NOTE: actual resource count will depend on your root module variables
Apply complete! Resources: 70 added, 0 changed, 0 destroyed.

This terraform apply will create a kubeconfig file in the same directory as your root Terraform module. To access the K8s cluster, either set your KUBECONFIG environment variable to point to this file or pull this file into your default kubeconfig file at ~/.kube/config.

For example, with the realpath utility installed, you can set the kubeconfig with

export KUBECONFIG=$(realpath kubeconfig_orc8r)

Terraform Secrets​

From your same root Terraform module, seed the certificates and secrets we generated earlier by running

$ terraform apply -target=module.orc8r-app.null_resource.orc8r_seed_secrets

Apply complete! Resources: 1 added, 0 changed, 0 destroyed.

The secrets should now be successfully uploaded to AWS Secrets Manager.

NOTE: if this isn't your first time applying the orc8r_seed_secrets resource, you'll need to first terraform taint module.orc8r-app.null_resource.orc8r_seed_secrets.

Terraform Application​

With the underlying infrastructure and secrets in place, we can now install the Orchestrator application.

From your same root Terraform module, install the Orchestrator application by running

$ terraform apply

Apply complete! Resources: 16 added, 0 changed, 0 destroyed.

Create an Orchestrator Admin User​

The NMS requires some basic certificate-based authentication when making calls to the Orchestrator API. To support this, we need to add the relevant certificate as an admin user to the controller.

NOTE: in the below kubectl commands, use the -n flag, or kubens, to select the appropriate K8s namespace (by default this is orc8r). Also, assumes kubeconfig is set correctly from above.

Create the Orchestrator admin user with the admin_operator certificate created earlier

kubectl --namespace orc8r exec deploy/orc8r-orchestrator -- \
  /var/opt/magma/bin/accessc \
  add-existing -admin -cert /var/opt/magma/certs/admin_operator.pem \
  admin_operator

If you want to verify the admin user was successfully created, inspect the output from

$ kubectl --namespace orc8r exec deploy/orc8r-orchestrator -- \
  /var/opt/magma/bin/accessc list-certs

# NOTE: actual values will differ
Serial Number: 83550F07322CEDCD; Identity: Id_Operator_admin_operator; Not Before: 2020-06-26 22:39:55 +0000 UTC; Not After: 2030-06-24 22:39:55 +0000 UTC

At this point, you can rm -rf ~/secrets to remove the certificates from your local disk (we recommend this for security). If you ever need to update your certificates, you can create this local directory again and terraform taint the null_resource to re-upload local certificates to Secrets Manager. You'll also need to add a new admin user with the updated admin_operator cert.

Create an NMS Admin User​

Create an admin user for the host organization on the NMS

kubectl --namespace orc8r exec -it deploy/nms-magmalte -- \
  yarn setAdminPassword host ADMIN_USER_EMAIL ADMIN_USER_PASSWORD

DNS Resolution​

EKS has been set up with ExternalDNS, so AWS Route53 will already have the appropriate CNAME records for the relevant subdomains of Orchestrator at this point. You will need to configure your DNS records on your managed domain name to use the Route53 nameservers in order to resolve these subdomains.

The example Terraform root module has an output nameservers which will list the Route53 nameservers for the hosted zone for Orchestrator. Access these via terraform output (you have probably already noticed identical output from every terraform apply). Output should be of the form:

Outputs:

nameservers = [
  "ns-xxxx.awsdns-yy.org",
  "ns-xxxx.awsdns-yy.co.uk",
  "ns-xxxx.awsdns-yy.com",
  "ns-xxxx.awsdns-yy.net",
]

If you chose a subdomain prefix for your Orchestrator domain name in your root Terraform module, you only need to provide a single NS record to your domain registrar, mapping the subdomain to the above name servers. For example, for the subdomain orc8r, this record would notionally take the form { orc8r -> [ns-xxxx.awsdns-yy.org, ...] }.

If you didn't choose a subdomain prefix, then you can still point the whole domain to AWS via the single NS record. Alternatively, if this is undesirable, provide NS records for each of the following subdomains

  1. nms
  2. controller
  3. bootstrapper-controller
  4. api

For example, for the domain mydomain, these records would notionally take the form { nms -> [ns-xxxx.awsdns-yy.org, ...], controller -> [ns-xxxx.awsdns-yy.org, ...], ... }.

Verify the Deployment​

After a few minutes the NS records should propagate. Confirm successful deployment by visiting the host NMS organization at e.g. https://host.nms.yoursubdomain.yourdomain.com and logging in with the ADMIN_USER_EMAIL and ADMIN_USER_PASSWORD provided above.

NOTE: the https:// is required. If you self-signed certs above, the browser will rightfully complain. Either ignore the browser warnings at your own risk (some versions of Chrome won't allow this at all), or e.g. import the root CA from above on a per-browser basis .

For interacting with the Orchestrator REST API, a good starting point is the Swagger UI available at https://api.yoursubdomain.yourdomain.com/swagger/v1/ui/.

If desired, you can also visit the AWS endpoints directly. The relevant services are nginx-proxy for NMS and orc8r-nginx-proxy for Orchestrator API. Remember to include https://, as well as the port number for non-standard TLS ports.

$ kubectl --namespace orc8r get services

# NOTE: values will differ, e.g. the EXTERNAL-IP column
NAME                            TYPE           CLUSTER-IP       EXTERNAL-IP                       PORT(S)                                                     AGE
fluentd                         LoadBalancer   172.20.213.111   aaa.us-west-2.elb.amazonaws.com   24224:31621/TCP                                             3h13m
magmalte                        ClusterIP      172.20.197.108   <none>                            8081/TCP                                                    3h13m
nginx-proxy                     LoadBalancer   172.20.1.201     www.us-west-2.elb.amazonaws.com   443:32422/TCP                                               3h13m
orc8r-accessd                   ClusterIP      172.20.128.137   <none>                            9180/TCP                                                    3h13m
orc8r-alertmanager              ClusterIP      172.20.165.206   <none>                            9093/TCP                                                    3h13m
orc8r-alertmanager-configurer   ClusterIP      172.20.92.62     <none>                            9101/TCP                                                    3h13m
orc8r-analytics                 ClusterIP      172.20.152.243   <none>                            9180/TCP                                                    3h13m
orc8r-bootstrap-nginx           LoadBalancer   172.20.232.199   xxx.us-west-2.elb.amazonaws.com   80:31116/TCP,443:31302/TCP,8444:31093/TCP                   3h13m
orc8r-bootstrapper              ClusterIP      172.20.65.124    <none>                            9180/TCP                                                    3h13m
orc8r-certifier                 ClusterIP      172.20.89.150    <none>                            9180/TCP                                                    3h13m
orc8r-clientcert-nginx          LoadBalancer   172.20.143.232   yyy.us-west-2.elb.amazonaws.com   80:30546/TCP,443:31400/TCP,8443:30781/TCP                   3h13m
orc8r-configurator              ClusterIP      172.20.56.203    <none>                            9180/TCP                                                    3h13m
orc8r-ctraced                   ClusterIP      172.20.134.117   <none>                            9180/TCP                                                    3h13m
orc8r-device                    ClusterIP      172.20.103.126   <none>                            9180/TCP                                                    3h13m
orc8r-directoryd                ClusterIP      172.20.4.31      <none>                            9180/TCP                                                    3h13m
orc8r-dispatcher                ClusterIP      172.20.124.178   <none>                            9180/TCP                                                    3h13m
orc8r-ha                        ClusterIP      172.20.201.112   <none>                            9180/TCP                                                    3h13m
orc8r-lte                       ClusterIP      172.20.225.103   <none>                            9180/TCP,8080/TCP                                           3h13m
orc8r-metricsd                  ClusterIP      172.20.159.39    <none>                            9180/TCP,8080/TCP                                           3h13m
orc8r-nginx-proxy               LoadBalancer   172.20.52.234    zzz.us-west-2.elb.amazonaws.com   80:30034/TCP,8443:31884/TCP,8444:31829/TCP,443:30124/TCP    3h13m
orc8r-obsidian                  ClusterIP      172.20.41.215    <none>                            9180/TCP,8080/TCP                                           3h13m
orc8r-orchestrator              ClusterIP      172.20.172.120   <none>                            9180/TCP,8080/TCP                                           3h13m
orc8r-policydb                  ClusterIP      172.20.95.10     <none>                            9180/TCP,8080/TCP                                           3h13m
orc8r-prometheus                ClusterIP      172.20.65.141    <none>                            9090/TCP                                                    3h13m
orc8r-prometheus-cache          ClusterIP      172.20.111.91    <none>                            9091/TCP,9092/TCP                                           3h13m
orc8r-prometheus-configurer     ClusterIP      172.20.106.4     <none>                            9100/TCP                                                    3h13m
orc8r-service-registry          ClusterIP      172.20.146.78    <none>                            9180/TCP                                                    3h13m
orc8r-smsd                      ClusterIP      172.20.63.198    <none>                            9180/TCP,8080/TCP                                           3h13m
orc8r-state                     ClusterIP      172.20.185.245   <none>                            9180/TCP                                                    3h13m
orc8r-streamer                  ClusterIP      172.20.57.35     <none>                            9180/TCP                                                    3h13m
orc8r-subscriberdb              ClusterIP      172.20.238.111   <none>                            9180/TCP,8080/TCP                                           3h13m
orc8r-tenants                   ClusterIP      172.20.173.57    <none>                            9180/TCP,8080/TCP                                           3h13m
orc8r-user-grafana              ClusterIP      172.20.149.141   <none>                            3000/TCP                                                    3h13m

Upgrade the Deployment​

You can upgrade the deployment by changing one or both of the following variables in your root Terraform module, before running terraform apply

  • orc8r_tag container image version
  • orc8r_chart_version Helm chart version

Changes to the Terraform modules between releases may require some updates to your root Terraform module - these will be communicated in release notes.