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AWS "under the hood" document
Document how we implement kubernetes on AWS, so that configuration tools other than kube-up can have a reference for what they should do, and generally to help developers get up to speed.
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docs/design/aws_under_the_hood.md
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<!-- BEGIN STRIP_FOR_RELEASE -->
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<img src="http://kubernetes.io/img/warning.png" alt="WARNING"
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width="25" height="25">
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<img src="http://kubernetes.io/img/warning.png" alt="WARNING"
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width="25" height="25">
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<img src="http://kubernetes.io/img/warning.png" alt="WARNING"
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width="25" height="25">
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<img src="http://kubernetes.io/img/warning.png" alt="WARNING"
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width="25" height="25">
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<img src="http://kubernetes.io/img/warning.png" alt="WARNING"
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width="25" height="25">
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<h2>PLEASE NOTE: This document applies to the HEAD of the source tree</h2>
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If you are using a released version of Kubernetes, you should
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refer to the docs that go with that version.
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<strong>
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The latest 1.0.x release of this document can be found
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[here](http://releases.k8s.io/release-1.0/docs/design/aws_under_the_hood.md).
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Documentation for other releases can be found at
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[releases.k8s.io](http://releases.k8s.io).
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</strong>
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--
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## Peeking under the hood of kubernetes on AWS
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We encourage you to use kube-up (or CloudFormation) to create a cluster. But
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it is useful to know what is being created: for curiosity, to understand any
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problems that may arise, or if you have to create things manually because the
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scripts are unsuitable for any reason. We don't recommend manual configuration
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(please file an issue and let us know what's missing if there's something you
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need) but sometimes it is the only option.
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This document sets out to document how kubernetes on AWS maps to AWS objects.
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Familiarity with AWS is assumed.
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### Top-level
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Kubernetes consists of a single master node, and a collection of minion nodes.
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Other documents describe the general architecture of Kubernetes (all nodes run
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Docker; the kubelet agent runs on each node and launches containers; the
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kube-proxy relays traffic between the nodes etc).
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By default on AWS:
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* Instances run Ubuntu 15.04 (the official AMI). It includes a sufficiently
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modern kernel to give a good experience with Docker, it doesn't require a
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reboot. (The default SSH user is `ubuntu` for this and other ubuntu images)
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* By default we run aufs over ext4 as the filesystem / container storage on the
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nodes (mostly because this is what GCE uses).
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These defaults can be changed by passing different environment variables to
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kube-up.
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### Storage
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AWS does support persistent volumes via EBS. These can then be attached to
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pods that should store persistent data (e.g. if you're running a database).
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Minions do not have persistent volumes otherwise. In general, kubernetes
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containers do not have persistent storage unless you attach a persistent
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volume, and so minions on AWS use instance storage. Instance storage is
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cheaper, often faster, and historically more reliable. This does mean that you
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should pick an instance type that has sufficient instance storage, unless you
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can make do with whatever space is left on your root partition.
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The master _does_ have a persistent volume attached to it. Containers are
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mostly run against instance storage, just like the minions, except that we
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repoint some important data onto the peristent volume.
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By default we use aufs over ext4. `DOCKER_STORAGE=btrfs` is also a good choice
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for a filesystem: it is relatively reliable with Docker; btrfs itself is much
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more reliable than it used to be with modern kernels. It can easily span
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multiple volumes, which is particularly useful when we are using an instance
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type with multiple ephemeral instance disks.
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### AutoScaling
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We run the minions in an AutoScalingGroup. Currently auto-scaling (e.g. based
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on CPU) is not actually enabled (#11935). Instead, the auto-scaling group
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means that AWS will relaunch any minions that are terminated.
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We do not currently run the master in an AutoScalingGroup, but we should
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(#11934)
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### Networking
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Kubernetes uses an IP-per-pod model. This means that a node, which runs many
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pods, must have many IPs. The way we implement this on AWS is to use VPCs and
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the advanced routing support that it allows. Each pod is assigned a /24 CIDR;
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then this CIDR is configured to route to an instance in the VPC routing table.
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It is also possible to use overlay networking on AWS, but the default kube-up
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configuration does not.
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### NodePort & LoadBalancing
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Kubernetes on AWS integrates with ELB. When you create a service with
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Type=LoadBalancer, kubernetes (the kube-controller-manager) will create an ELB,
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create a security group for the ELB which allows access on the service ports,
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attach all the minions to the ELB, and modify the security group for the
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minions to allow traffic from the ELB to the minions. This traffic reaches
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kube-proxy where it is then forwarded to the pods.
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ELB requires that all minions listen on a single port, and it acts as a layer-7
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forwarding proxy (i.e. the source IP is not preserved). It is not trivial for
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kube-proxy to recognize the traffic therefore. So, LoadBalancer services are
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also exposed as NodePort services. For NodePort services, a cluster-wide port
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is assigned by kubernetes to the service, and kube-proxy listens externally on
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that port on every minion, and forwards traffic to the pods. So for a
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load-balanced service, ELB is configured to proxy traffic on the public port
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(e.g. port 80) to the NodePort assigned to the service (e.g. 31234), kube-proxy
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recognizes the traffic coming to the NodePort by the inbound port number, and
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send it to the correct pods for the service.
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Note that we do not automatically open NodePort services in the AWS firewall
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(although we do open LoadBalancer services). This is because we expect that
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NodePort services are more of a building block for things like inter-cluster
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services or for LoadBalancer. To consume a NodePort service externally, you
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will likely have to open the port in the minion security group
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(`kubernetes-minion-<clusterid>`).
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### IAM
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kube-proxy sets up two IAM roles, one for the master called
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(kubernetes-master)[cluster/aws/templates/iam/kubernetes-master-policy.json]
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and one for the minions called
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(kubernetes-minion)[cluster/aws/templates/iam/kubernetes-minion-policy.json].
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The master is responsible for creating ELBs and configuring them, as well as
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setting up advanced VPC routing. Currently it has blanket permissions on EC2,
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along with rights to create and destroy ELBs.
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The minion does not need a lot of access to the AWS APIs. It needs to download
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a distribution file, and then it is responsible for attaching and detaching EBS
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volumes to itself.
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The minion policy is relatively minimal. The master policy is probably overly
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permissive. The security concious may want to lock-down the IAM policies
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further (#11936)
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We should make it easier to extend IAM permissions and also ensure that they
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are correctly configured (#???)
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### Tagging
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All AWS resources are tagged with a tag named "KuberentesCluster". This tag is
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used to identify a particular 'instance' of Kubernetes, even if two clusters
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are deployed into the same VPC. (The script doesn't do this by default, but it
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can be done.)
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Within the AWS cloud provider logic, we filter requests to the AWS APIs to
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match resources with our cluster tag. So we only see our own AWS objects.
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If you choose not to use kube-up, you must tag everything with a
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KubernetesCluster tag with a unique per-cluster value.
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# AWS Objects
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The kube-up script does a number of things in AWS:
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* Creates an S3 bucket (`AWS_S3_BUCKET`) and copy the kubernetes distribution
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and the salt scripts into it. They are made world-readable and the HTTP URLs
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are passed to instances; this is how kubernetes code gets onto the machines.
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* Creates two IAM profiles based on templates in `cluster/aws/templates/iam`.
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`kubernetes-master` is used by the master node; `kubernetes-minion` is used
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by minion nodes.
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* Creates an AWS SSH key named `kubernetes-<fingerprint>`. Fingerprint here is
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the OpenSSH key fingerprint, so that multiple users can run the script with
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different keys and their keys will not collide (with near-certainty) It will
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use an existing key if one is found at `AWS_SSH_KEY`, otherwise it will create
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one there. (With the default ubuntu images, if you have to SSH in: the user is
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`ubuntu` and that user can `sudo`)
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* Creates a VPC for use with the cluster (with a CIDR of 172.20.0.0/16)., and
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enables the `dns-support` and `dns-hostnames` options.
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* Creates an internet gateway for the VPC.
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* Creates a route table for the VPC, with the internet gateway as the default
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route
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* Creates a subnet (with a CIDR of 172.20.0.0/24) in the AZ `KUBE_AWS_ZONE`
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(defaults to us-west-2a). Currently kubernetes runs in a single AZ; there
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are two philosophies on how to achieve HA: cluster-per-AZ and
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cross-AZ-clusters. cluster-per-AZ says you should have an independent cluster
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for each AZ, they are entirely separate. cross-AZ-clusters allows a single
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cluster to span multiple AZs. The debate is open here: cluster-per-AZ is more
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robust but cross-AZ-clusters are more convenient. For now though, each AWS
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kuberentes cluster lives in one AZ.
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* Associates the subnet to the route table
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* Creates security groups for the master node (`kubernetes-master-<clusterid>`)
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and the minion nodes (`kubernetes-minion-<clusterid>`)
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* Configures security groups so that masters & minions can intercommunicate,
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and opens SSH to the world on master & minions, and opens port 443 to the
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world on the master (for the HTTPS API endpoint)
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* Creates an EBS volume for the master node of size `MASTER_DISK_SIZE` and type
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`MASTER_DISK_TYPE`
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* Launches a master node with a fixed IP address (172.20.0.9), with the
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security group, IAM credentials etc. An instance script is used to pass
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vital configuration information to Salt. The hope is that over time we can
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reduce the amount of configuration information that must be passed in this way.
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* Once the instance is up, it attaches the EBS volume & sets up a manual
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routing rule for the internal network range (`MASTER_IP_RANGE`, defaults to
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10.246.0.0/24)
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* Creates an auto-scaling launch-configuration and group for the minions. The
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name for both is `<KUBE_AWS_INSTANCE_PREFIX>-minion-group`, defaults to
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`kubernetes-minion-group`. The auto-scaling group has size min & max both set
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to `NUM_MINIONS`. You can change the size of the auto-scaling group to add or
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remove minions (directly though the AWS API/Console). The minion nodes
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self-configure: they come up, run Salt with the stored configuration; connect
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to the master and are assigned an internal CIDR; the master configures the
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route-table with the minion CIDR. The script does health-check the minions,
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but this is a self-check, it is not required.
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If attempting this configuration manually, I highly recommend following along
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with the kube-up script, and being sure to tag everything with a
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`KubernetesCluster`=`<clusterid>` tag. Also, passing the right configuration
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options to Salt when not using the script is tricky: the plan here is to
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simplify this by having Kubernetes take on more node configuration, and even
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potentially remove Salt altogether.
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## Manual infrastructure creation
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While this work is not yet complete, advanced users may choose to create (some)
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AWS objects themselves, and still make use of the kube-up script (to configure
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Salt, for example).
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* `AWS_S3_BUCKET` will use an existing S3 bucket
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* `VPC_ID` will reuse an existing VPC
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* `SUBNET_ID` will reuse an existing subnet
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* If your route table is tagged with the correct `KubernetesCluster`, it will
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be reused
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* If your security groups are appropriately named, they will be reused.
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Currently there is no way to do the following with kube-up. If these affect
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you, please open an issue with a description of what you're trying to do (your
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use-case) and we'll see what we can do:
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* Use an existing AWS SSH key with an arbitrary name
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* Override the IAM credentials in a sensible way (but this is in-progress)
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* Use different security group permissions
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* Configure your own auto-scaling groups
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# Instance boot
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The instance boot procedure is currently pretty complicated, primarily because
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we must marshal configuration from Bash to Salt via the AWS instance script.
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As we move more post-boot configuration out of Salt and into Kubernetes, we
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will hopefully be able to simplify this.
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When the kube-up script launches instances, it builds an instance startup
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script which includes some configuration options passed to kube-up, and
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concatenates some of the scripts found in the cluster/aws/templates directory.
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These scripts are responsible for mounting and formatting volumes, downloading
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Salt & Kubernetes from the S3 bucket, and then triggering Salt to actually
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install Kubernetes.
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<!-- BEGIN MUNGE: GENERATED_ANALYTICS -->
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[]()
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<!-- END MUNGE: GENERATED_ANALYTICS -->
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