Setting up the Istio managed add-on
Istio on IBM Cloud® Kubernetes Service provides a seamless installation of Istio, automatic updates and lifecycle management of Istio control plane components, and integration with platform logging and monitoring tools.
Removing other Istio installations from a cluster
If you previously installed Istio in the cluster by using the IBM Helm chart or through another method, clean up that Istio installation before you enable the managed Istio add-on.
Before you begin: Verify that Istio is already installed in the cluster. Run kubectl get namespaces
and look for the istio-system
namespace in the output.
To remove other Istio installations:
-
If you installed Istio by using the IBM Cloud Istio Helm chart,
- Uninstall the Istio Helm deployment.
helm del istio --purge
- If you used Helm 2.9 or earlier, delete the extra job resource.
kubectl -n istio-system delete job --all
- The uninstallation process can take up to 10 minutes. Before you install the Istio managed add-on in the cluster, run
kubectl get namespaces
and verify that theistio-system
namespace is removed.
- Uninstall the Istio Helm deployment.
-
If you installed Istio manually or used the Istio community Helm chart, see the Istio uninstall documentation.
-
If you previously installed BookInfo in the cluster, clean up those resources.
- Change the directory to the Istio file location.
cd <filepath>/istio-1.23.5
- Delete all BookInfo services, pods, and deployments in the cluster.
samples/bookinfo/platform/kube/cleanup.sh
- The uninstallation process can take up to 10 minutes. Before you install the Istio managed add-on in the cluster, run
kubectl get namespaces
and verify that theistio-system
namespace is removed.
- Change the directory to the Istio file location.
Installing the Istio add-on
Instead of the community Istio, you can install the managed Istio add-on.
Before you begin
-
Ensure that you have the Writer or Manager IBM Cloud IAM service access role for IBM Cloud Kubernetes Service.
-
You can't run community Istio concurrently with the managed Istio add-on in your cluster. If you use an existing cluster and you previously installed Istio in the cluster by using the IBM Helm chart or through another method, clean up that Istio installation.
-
Classic multizone clusters: Ensure that you enable a Virtual Routing and Forwarding (VRF) for your IBM Cloud infrastructure account. To enable VRF, see Enabling VRF. To check whether a VRF is already enabled, use the
ibmcloud account show
command. If you can't or don't want to enable VRF, enable VLAN spanning. To perform this action, you need the Manage Network VLAN Spanning infrastructure permission, or you can request the account owner to enable it. To check whether VLAN spanning is already enabled, use theibmcloud ks vlan spanning get --region <region>
command.
Installing the Istio add-on from the console
-
In your cluster dashboard, click the name of the cluster where you want to install the Istio add-on.
-
Navigate to the Add-ons section.
-
On the Managed Istio card, click Install.
-
Click Install again.
-
On the Managed Istio card, verify that the add-on is listed.
Installing the Istio add-on with the CLI
-
Review the supported Istio versions.
ibmcloud ks addon-versions --addon istio
-
Enable the
istio
add-on. The default version of the generally available Istio managed add-on, 1.23.5, is installed.ibmcloud ks cluster addon enable istio --cluster <cluster_name_or_ID>
-
Verify that the managed Istio add-on has a status of
Addon Ready
.ibmcloud ks cluster addon ls --cluster <cluster_name_or_ID>
Example output
NAME Version Health State Health Status istio 1.23.5 normal Addon Ready
-
You can also check out the individual components of the add-on to ensure that the Istio services and their corresponding pods are deployed.
kubectl get svc -n istio-system
kubectl get pods -n istio-system
-
Next, you can include your apps in the Istio service mesh.
Installing the istioctl
CLI
Install the istioctl
CLI client on your computer. For more information, see the istioctl
command reference.
- Check the version of Istio that you installed in your cluster.
istioctl version
- Download the version of
istioctl
that matches your cluster's Istio version to your computer.curl -L https://istio.io/downloadIstio | ISTIO_VERSION=1.23.5 sh -
- Navigate to the Istio package directory.
cd istio-1.23.5
- Linux and macOS users: Add the
istioctl
client to yourPATH
system variable.export PATH=$PWD/bin:$PATH
Customizing the Istio installation
You can customize a set of Istio configuration options by editing the managed-istio-custom
ConfigMap resource. These settings include extra control over monitoring, logging, and networking in your control plane and service mesh.
-
Describe the
managed-istio-custom
ConfigMap resource to review its contents and the inline documentation.kubectl describe cm managed-istio-custom -n ibm-operators
-
Edit the
managed-istio-custom
ConfigMap resource.kubectl edit cm managed-istio-custom -n ibm-operators
-
In the
data
section, add the<key>: "<value>"
pair of one or more of the following configuration options.istio-components-pilot-requests-cpu
- Default value:
"500m"
- Configure the CPU request in
milli
CPU for theistiod
component pod. Use caution when changing this value. Setting this value too low might prevent the control plane from working properly, and setting this value too high might prevent theistiod
pod from being scheduled. istio-global-logging-level
- Default value:
"default:info"
- Define the scope of logs and the level of log messages for control plane components. A scope represents a functional area within a control plane component and each scope supports specific log information levels. The
default
logging scope, which is for non-categorized log messages, is applied to all components in the control plane at the basicinfo
level. - To specify log levels for individual component scopes, enter a comma-separated list of scopes and levels, such as
"<scope>:<level>,<scope>:<level>"
. For a list of the scopes for each control plane component and the information level of log messages, see the Istio component logging documentation. To change the log level of the data plane, use theistioctl proxy-config log <pod> --level <level>
command. istio-global-outboundTrafficPolicy-mode
- Default value:
"ALLOW_ANY"
- By default, all outbound traffic from the service mesh is permitted. To block outbound traffic from the service mesh to any host that is not defined in the service registry or that does not have a
ServiceEntry
within the service mesh, set toREGISTRY_ONLY
. istio-egressgateway-public-1-enabled
- Default value:
"true"
- To disable the default Istio egress gateway, set to
"false"
. For example, you might create a custom egress gateway instead. istio-global-proxy-accessLogFile
- Default value:
""
- Envoy proxies print access information to their standard output. These logs are helpful when you debug ingress or egress issues. To view this access information when running
kubectl logs
commands for the Envoy containers, set to"/dev/stdout"
. istio-ingressgateway-public-1|2|3-enabled
- Default value:
"true"
in zone 1 only. - To make your apps more highly available, set to
"true"
for each zone where you want a publicistio-ingressgateway
load balancer to be created. To use custom ingress gateways instead of the default ingress gateway, you can set to"false"
. istio-ingressgateway-zone-1|2|3
- Default value:
"<zone>"
- The zones where your worker nodes are deployed, which are automatically populated when you install the add-on and whenever you apply an Istio patch update. These fields apply your cluster's zones to the
istio-ingressgateway-public-1|2|3-enabled
fields. Note that if the zones that are listed in this setting are out of sync with your cluster zones, you can restart the auto population job by runningkubectl delete pod -n ibm-system -l addon.cleanup=istio
andkubectl delete job -n ibm-system -l addon.cleanup=istio
. istio-monitoring-telemetry
- Default value:
"true"
- By default, telemetry metrics and Prometheus support is enabled. To remove any performance issues associated with telemetry metrics and disable all monitoring, set to
"false"
. istio-meshConfig-enableTracing
- Default value:
"true"
- By default, Istio generates trace spans for 1 out of every 100 requests. To disable trace spans, set to
"false"
. istio-pilot-traceSampling
- Default value:
"1.0"
- By default, Istio generates trace spans for 1 out of every 100 requests, which is a sampling rate of 1%. To generate more trace spans, increase the percentage value.
istio-components-pilot-hpa-maxReplicas
- Default value:
"5"
- By default, Istio sets the default horizontal pod autoscaler (HPA) max pods for
istiod
to 5. Do not increase this value unless you have a large service mesh whereistiod
needs increased resources to update the configurations.
For example, your ConfigMap might look like the following example.
apiVersion: v1 data: istio-ingressgateway-zone-1: dal10 <key: value> # such as istio-egressgateway-public-1-enabled: "false" kind: ConfigMap metadata: name: managed-istio-custom namespace: ibm-operators
Don't see an option from this table in your ConfigMap? Because your ConfigMap contains user-defined values, the ConfigMap is not updated with any options that are released over time. Instead, you can back up a copy of your ConfigMap and delete the ConfigMap from your cluster. After about 5 minutes, a default ConfigMap that contains the new options is created in your cluster. Then, you can copy your previously configured settings from your backup to this default ConfigMap, configure any new settings, and apply the changes.
-
Save and close the configuration file.
-
If you changed the
istio-global-logging-level
oristio-global-proxy-accessLogFile
settings, you must restart your data plane pods to apply the changes to them.-
Get the list of all data plane pods that are not in the
istio-system
namespace.istioctl version --short=false | grep "data plane version" | grep -v istio-system
Example output
data plane version: version.ProxyInfo{ID:"test-6f86fc4677-vsbsf.default", IstioVersion:"1.23.5"} data plane version: version.ProxyInfo{ID:"rerun-xfs-f8958bb94-j6n89.default", IstioVersion:"1.23.5"} data plane version: version.ProxyInfo{ID:"test2-5cbc75859c-jh6bx.default", IstioVersion:"1.23.5"} data plane version: version.ProxyInfo{ID:"minio-test-78b5d4597d-hkpvt.default", IstioVersion:"1.23.5"} data plane version: version.ProxyInfo{ID:"sb-887f89d7d-7s8ts.default", IstioVersion:"1.23.5"} data plane version: version.ProxyInfo{ID:"gid-deployment-5dc86db4c4-kdshs.default", IstioVersion:"1.23.5"}
-
Restart each pod by deleting it. In the output of the previous step, the pod name and namespace are listed in each entry as
data plane version: version.ProxyInfo{ID:"<pod_name>.<namespace>", IstioVersion:"1.23.5"}
.kubectl delete pod <pod_name> -n <namespace>
-
- Want to change a ConfigMap setting?
- If you want to change a setting that you added to the ConfigMap, you can use a patch script. For example, if you added the
istio-global-proxy-accessLogFile: "/dev/stdout"
setting and later want to change it back to""
, you can runkubectl patch cm managed-istio-custom -n ibm-operators --type='json' -p='[{"op": "add", "path": "/data/istio-global-proxy-accessLogFile", "value":""}]'
. - Need to debug your customization setup?
- Check the logs for the
addon-istio-operator
(Istio version 1.10 to 1.23) ormanaged-istio-operator
(Istio version 1.9 or earlier) pod by runningkubectl logs -n ibm-operators -l name=managed-istio-operator
. The Istio operator validates and reconciles any custom Istio changes that you make.
If you disable the Istio add-on, the managed-istio-custom
ConfigMap is not removed during uninstallation. When you re-enable the Istio add-on, your customized ConfigMap is applied during installation. If you don't want to re-use
your custom settings in a later installation of Istio, you must delete the ConfigMap after you disable the Istio add-on by running kubectl delete cm -n ibm-operators managed-istio-custom
. When you re-enable the Istio add-on, the
default ConfigMap is applied during installation.
Migrating from the Istio add-on to community Istio
If you are using the managed Istio add-on versions 1.21 to 1.23, you can migrate to a later version of the community Istio instead.
Before you begin: If you no longer need Istio, you can uninstall the add-on without installing the community Istio instead of completing these step.
Step 1: Disabling the Istio add-on from the console
Disable the add-on from the console or CLI.
-
In your cluster dashboard, click the name of the cluster where you want to remove the Istio add-on.
-
Navigate to the Add-ons section.
-
On the Managed Istio card, click the Action menu icon.
-
Click Uninstall. The managed Istio add-on is disabled in this cluster.
-
On the Managed Istio card, verify that the add-on you uninstalled is no longer listed.
Step 1: Disabling the Istio add-ons from the CLI
Disable the add-on and verify that no additional Istio add-ons remain.
- Disable the
istio
add-on.ibmcloud ks cluster addon disable istio --cluster <cluster_name_or_ID> -f
- Verify that all managed Istio add-ons are disabled in this cluster. No Istio add-ons are returned in the output.
ibmcloud ks cluster addon ls --cluster <cluster_name_or_ID>
- Wait 10 minutes before continuing to the next step. This gives us time to unmanaged the istio operator.
Step 2: Scale down the Istio operator
Scale down the Istio operator deployment. When migrating from the Istio add-on's use of the in-cluster Istio operator to community Istio's use of istioctl
, you must avoid having both installation methods fighting for control of
Istio. The steps of scaling down the operator, deleting the IOPs, and then deleting the operator removes the in-cluster operator without uninstalling Istio.
Run the following command:
kubectl scale deployment -n ibm-operators addon-istio-operator --replicas=0
Step 3: Saving resources
Save any resources that you created or modified in the istio-system
namespace and all Kubernetes resources that were automatically generated by custom resource definitions (CRDs).
-
Save the
managed-istio-custom
ConfigMap to troubleshoot a problem or to reinstall the add-on later.kubectl get cm -n ibm-operators managed-istio-custom -o yaml > Customizations.yaml
-
Save all IstioOperator CRs (IOPs). The in-cluster Istio operator has a finalizer on the IOPs to prevent their deletion until the in-cluster operator deletes the resources that are defined in the IOPs. As part of removing the Istio operator without deleting Istio, you must remove the finalizers.
-
List the IOP resources:
kubectl get iop -A
-
For each IOP resource listed, remove the finalizer.
Example using the
managed-istio
IOP:kubectl patch -n ibm-operators istiooperator/managed-istio --type json --patch='[ { "op": "remove", "path": "/metadata/finalizers" } ]'
-
For each IOP resource listed, save each to a file:
kubectl get iop -n <IOP_namespace> <IOP_name> -o yaml > <IOP_name>.yaml
-
-
Wait 10 minutes before continuing to the next step.
Step 4: Changing the installer of the IOPs
Delete all Istio operator (IOP) resources, such as for a custom ingress gateway.
-
Make sure your
istioctl
cli tool is at the necessary patch version.istioctl version
-
For each IOP file that you saved in the previous step, run the
istioctl upgrade
command to upgrade Istio to the version that matches theistioctl
version. This command also changes the installation and upgrade mechanism from using the in-cluster operator toistioctl
.istioctl upgrade -f <filename>.yaml
Step 5: Removing the Istio operator and IOPs
Delete the Istio operator deployment, service account, cluster role binding, cluster role, and all IOPs. Istio was transfered from the in-cluster Istio operator to the istioctl
based installation. Now you can clean up the remains
of the in-cluster Istio operator installation while it is scaled down.
-
Run the following commands to delete the istio operator deployment:
kubectl delete deployment -n ibm-operators addon-istio-operator --ignore-not-found=true kubectl delete serviceaccount -n ibm-operators addon-istio-operator --ignore-not-found=true kubectl delete clusterrolebinding addon-istio-operator --ignore-not-found=true kubectl delete clusterrole addon-istio-operator --ignore-not-found=true
-
Delete the IOPs.
- List the IOP resources:
kubectl get iop -A
- For each IOP resource listed, delete it:
kubectl delete IstioOperator <resource_name> -n <namespace>
- List the IOP resources:
Step 6: Removing the ConfigMap
Because the ConfigMap was saved earlier, it can be removed.
Remove the managed-istio-custom
ConfigMap.
kubectl delete cm -n ibm-operators managed-istio-custom
The removal of the add-on is complete and you can continue to use and upgrade the community Istio as needed.
Uninstalling the Istio add-on
If you're finished working with Istio, you can clean up the Istio resources in your cluster and uninstall the Istio add-ons.
Step 1: Saving resources before uninstallation
Any resources that you created or modified in the istio-system
namespace are removed. To keep these resources, save them before you uninstall the Istio add-on.
-
Save the
managed-istio-custom
ConfigMap to troubleshoot a problem or to reinstall the add-on later.kubectl get cm -n ibm-operators managed-istio-custom -o yaml > Customizations.yaml
-
For version 1.23 and earlier, save all IstioOperator CRs (IOPs).
a. List the IOP resources:
kubectl get iop -A
b. For each IOP resource listed, save each to a file:
kubectl get iop -n <IOP_namespace> <IOP_name> -o yaml > <IOP_name>.yaml
Step 2: Uninstalling the Istio add-on
Uninstall the add-on from the console or CLI. For Istio 1.20 and earlier, any custom Istio operator (IOP) resources are automatically deleted.
Uninstalling the Istio add-on from the console
-
In your cluster dashboard, click the name of the cluster where you want to remove the Istio add-on.
-
Navigate to the Add-ons section.
-
On the Managed Istio card, click the Action menu icon.
-
Click Uninstall. The managed Istio add-on is disabled in this cluster and all Istio resources in this cluster are removed.
-
On the Managed Istio card, verify that the add-on you uninstalled is no longer listed.
Uninstalling the Istio add-on from the CLI
If you did not install the deprecated istio-sample-bookinfo
and istio-extras
add-ons, skip steps 1 and 2.
- Disable the
istio-sample-bookinfo
add-on.ibmcloud ks cluster addon disable istio-sample-bookinfo --cluster <cluster_name_or_ID>
- Disable the
istio-extras
add-on.ibmcloud ks cluster addon disable istio-extras --cluster <cluster_name_or_ID>
- Disable the
istio
add-on.ibmcloud ks cluster addon disable istio --cluster <cluster_name_or_ID> -f
- Verify that all managed Istio add-ons are disabled in this cluster. No Istio add-ons are returned in the output.
ibmcloud ks cluster addon ls --cluster <cluster_name_or_ID>
Step 3: Removing resources
After the resources are saved and the add-on is disabled, the resources can be removed.
-
The
managed-istio-custom
ConfigMap is not removed during uninstallation. If you later re-enable the Istio add-on, any customized settings that you made to the ConfigMap are applied during installation. If you don't want to re-use your custom settings in a later installation of Istio, you must delete the ConfigMap.kubectl delete cm -n ibm-operators managed-istio-custom
-
For version 1.23 and earlier, delete the custom Istio operator (IOP) resources and the IOP.
a. Delete any custom Istio operator (IOP) resources that you created, such as for a custom ingress gateway. When you run this command, the Istio operator automatically removes any resources that the IOP resource created, such as deployments or services.
kubectl delete IstioOperator <resource_name> -n <namespace>
b. Delete the
managed-istio
IOP.kubectl delete iop -n ibm-operators managed-istio
-
For version 1.24 and later, save and then delete the
addon-istio
gateway ConfigMaps, remove the custom gateways, and delete the Istio control plane.a. Save the
addon-istio
gateway ConfigMaps.kubectl get cm -n ibm-operators managed-istio-ingressgateway-values -o json | jq -r .data.\"values.yaml\" > ingress-gateway.values kubectl get cm -n ibm-operators managed-istio-egressgateway-values -o json | jq -r .data.\"values.yaml\" > egress-gateway.values
b. Delete the
addon-istio
gateway ConfigMaps.kubectl delete cm -n ibm-operators managed-istio-egressgateway-values kubectl delete cm -n ibm-operators managed-istio-ingressgateway-values
b. Remove the custom gateways.
c. Delete the Istio control plane.
istioctl uninstall -y --purge
Output:
All Istio resources will be pruned from the cluster Removed apps/v1, Kind=Deployment/istiod.istio-system. Removed /v1, Kind=Service/istiod.istio-system. Removed /v1, Kind=ConfigMap/istio.istio-system. Removed /v1, Kind=ConfigMap/istio-sidecar-injector.istio-system. Removed /v1, Kind=Pod/istiod-7f59b54bfd-p5f4d.istio-system. Removed /v1, Kind=Pod/istiod-7f59b54bfd-zckw6.istio-system. Removed policy/v1, Kind=PodDisruptionBudget/istiod.istio-system. Removed autoscaling/v2, Kind=HorizontalPodAutoscaler/istiod.istio-system. Removed admissionregistration.k8s.io/v1, Kind=MutatingWebhookConfiguration/istio-sidecar-injector.. ✔ Uninstall complete
-
Wait 10 minutes before continuing to the next step.
Step 4: Remove the Istio operator
For version 1.23 and earlier, after the add-on is completely uninstalled, you can remove the Istio operator.
Delete the Istio operator deployment, service account, cluster role binding, and cluster role.
kubectl delete deployment -n ibm-operators addon-istio-operator --ignore-not-found=true
kubectl delete serviceaccount -n ibm-operators addon-istio-operator --ignore-not-found=true
kubectl delete clusterrolebinding addon-istio-operator --ignore-not-found=true
kubectl delete clusterrole addon-istio-operator --ignore-not-found=true