×

You are viewing documentation for a Red Hat OpenShift Service Mesh release that is no longer supported.

Service Mesh version 1.0 and 1.1 control planes are no longer supported. For information about upgrading your service mesh control plane, see Upgrading Service Mesh.

For information about the support status of a particular Red Hat OpenShift Service Mesh release, see the Product lifecycle page.

Installing the Service Mesh involves installing the OpenShift Elasticsearch, Jaeger, Kiali and Service Mesh Operators, creating and managing a ServiceMeshControlPlane resource to deploy the control plane, and creating a ServiceMeshMemberRoll resource to specify the namespaces associated with the Service Mesh.

Mixer’s policy enforcement is disabled by default. You must enable it to run policy tasks. See Update Mixer policy enforcement for instructions on enabling Mixer policy enforcement.

Multi-tenant control plane installations are the default configuration.

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

Prerequisites

The Service Mesh installation process uses the OperatorHub to install the ServiceMeshControlPlane custom resource definition within the openshift-operators project. The Red Hat OpenShift Service Mesh defines and monitors the ServiceMeshControlPlane related to the deployment, update, and deletion of the control plane.

Starting with Red Hat OpenShift Service Mesh 1.1.18.2, you must install the OpenShift Elasticsearch Operator, the Jaeger Operator, and the Kiali Operator before the Red Hat OpenShift Service Mesh Operator can install the control plane.

Installing the OpenShift Elasticsearch Operator

The default Red Hat OpenShift distributed tracing platform deployment uses in-memory storage because it is designed to be installed quickly for those evaluating Red Hat OpenShift distributed tracing, giving demonstrations, or using Red Hat OpenShift distributed tracing platform in a test environment. If you plan to use Red Hat OpenShift distributed tracing platform in production, you must install and configure a persistent storage option, in this case, Elasticsearch.

Prerequisites
  • You have access to the OpenShift Container Platform web console.

  • You have access to the cluster as a user with the cluster-admin role. If you use Red Hat OpenShift Dedicated, you must have an account with the dedicated-admin role.

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

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

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

  2. Navigate to OperatorsOperatorHub.

  3. Type Elasticsearch into the filter box to locate the OpenShift Elasticsearch Operator.

  4. Click the OpenShift Elasticsearch Operator provided by Red Hat to display information about the Operator.

  5. Click Install.

  6. On the Install Operator page, select the stable Update Channel. This automatically updates your Operator as new versions are released.

  7. Accept the default All namespaces on the cluster (default). This installs the Operator in the default openshift-operators-redhat project and makes the Operator available to all projects in the cluster.

    The Elasticsearch installation requires the openshift-operators-redhat namespace for the OpenShift Elasticsearch Operator. The other Red Hat OpenShift distributed tracing Operators are installed in the openshift-operators namespace.

    • Accept the default Automatic approval strategy. By accepting the default, when a new version of this Operator is available, Operator Lifecycle Manager (OLM) automatically upgrades the running instance of your Operator without human intervention. If you select Manual updates, when a newer version of an Operator is available, OLM creates an update request. As a cluster administrator, you must then manually approve that update request to have the Operator updated to the new version.

      The Manual approval strategy requires a user with appropriate credentials to approve the Operator install and subscription process.

  8. Click Install.

  9. On the Installed Operators page, select the openshift-operators-redhat project. Wait until you see that the OpenShift Elasticsearch Operator shows a status of "InstallSucceeded" before continuing.

Installing the Red Hat OpenShift distributed tracing platform Operator

To install Red Hat OpenShift distributed tracing platform, you use the OperatorHub to install the Red Hat OpenShift distributed tracing platform Operator.

By default, the Operator is installed in the openshift-operators project.

Prerequisites
  • You have access to the OpenShift Container Platform web console.

  • You have access to the cluster as a user with the cluster-admin role. If you use Red Hat OpenShift Dedicated, you must have an account with the dedicated-admin role.

  • If you require persistent storage, you must also install the OpenShift Elasticsearch Operator before installing the Red Hat OpenShift distributed tracing platform Operator.

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

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

  2. Navigate to OperatorsOperatorHub.

  3. Type distributed tracing platform into the filter to locate the Red Hat OpenShift distributed tracing platform Operator.

  4. Click the Red Hat OpenShift distributed tracing platform Operator provided by Red Hat to display information about the Operator.

  5. Click Install.

  6. On the Install Operator page, select the stable Update Channel. This automatically updates your Operator as new versions are released.

  7. Accept the default All namespaces on the cluster (default). This installs the Operator in the default openshift-operators project and makes the Operator available to all projects in the cluster.

    • Accept the default Automatic approval strategy. By accepting the default, when a new version of this Operator is available, Operator Lifecycle Manager (OLM) automatically upgrades the running instance of your Operator without human intervention. If you select Manual updates, when a newer version of an Operator is available, OLM creates an update request. As a cluster administrator, you must then manually approve that update request to have the Operator updated to the new version.

      The Manual approval strategy requires a user with appropriate credentials to approve the Operator install and subscription process.

  8. Click Install.

  9. Navigate to OperatorsInstalled Operators.

  10. On the Installed Operators page, select the openshift-operators project. Wait until you see that the Red Hat OpenShift distributed tracing platform Operator shows a status of "Succeeded" before continuing.

Installing the Kiali Operator

You must install the Kiali Operator for the Red Hat OpenShift Service Mesh Operator to install the Service Mesh control plane.

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

Prerequisites
  • Access to the OpenShift Container Platform web console.

Procedure
  1. Log in to the OpenShift Container Platform web console.

  2. Navigate to OperatorsOperatorHub.

  3. Type Kiali into the filter box to find the Kiali Operator.

  4. Click the Kiali Operator provided by Red Hat to display information about the Operator.

  5. Click Install.

  6. On the Operator Installation page, select the stable Update Channel.

  7. Select All namespaces on the cluster (default). This installs the Operator in the default openshift-operators project and makes the Operator available to all projects in the cluster.

  8. Select the Automatic Approval Strategy.

    The Manual approval strategy requires a user with appropriate credentials to approve the Operator install and subscription process.

  9. Click Install.

  10. The Installed Operators page displays the Kiali Operator’s installation progress.

Installing the Operators

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

  • OpenShift Elasticsearch

  • Red Hat OpenShift distributed tracing platform

  • Kiali

  • Red Hat OpenShift Service Mesh

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

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

  2. In the OpenShift Container Platform web console, click OperatorsOperatorHub.

  3. Type the name of the Operator into the filter box and select the Red Hat version of the Operator. Community versions of the Operators are not supported.

  4. Click Install.

  5. On the Install Operator page for each Operator, accept the default settings.

  6. Click Install. Wait until the Operator has installed before repeating the steps for the next Operator in the list.

    • The OpenShift Elasticsearch Operator is installed in the openshift-operators-redhat namespace and is available for all namespaces in the cluster.

    • The Red Hat OpenShift distributed tracing platform is installed in the openshift-distributed-tracing namespace and is available for all namespaces in the cluster.

    • The Kiali and Red Hat OpenShift Service Mesh Operators are installed in the openshift-operators namespace and are available for all namespaces in the cluster.

  7. After all you have installed all four Operators, click OperatorsInstalled Operators to verify that your Operators installed.

Deploying the Red Hat OpenShift Service Mesh control plane

The ServiceMeshControlPlane resource defines the configuration to be used during installation. You can deploy the default configuration provided by Red Hat or customize the ServiceMeshControlPlane file to fit your business needs.

You can deploy the Service Mesh control plane by using the OpenShift Container Platform web console or from the command line using the oc client tool.

Deploying the control plane from the web console

Follow this procedure to deploy the Red Hat OpenShift Service Mesh control plane by using the web console. In this example, istio-system is the name of the control plane project.

Prerequisites
  • The Red Hat OpenShift Service Mesh Operator must be installed.

  • Review the instructions for how to customize the Red Hat OpenShift Service Mesh installation.

  • An account with the cluster-admin role.

Procedure
  1. Log in to the OpenShift Container Platform web console as a user with the cluster-admin role.

  2. Create a project named istio-system.

    1. Navigate to HomeProjects.

    2. Click Create Project.

    3. Enter istio-system in the Name field.

    4. Click Create.

  3. Navigate to OperatorsInstalled Operators.

  4. If necessary, select istio-system from the Project menu. You may have to wait a few moments for the Operators to be copied to the new project.

  5. Click the Red Hat OpenShift Service Mesh Operator. Under Provided APIs, the Operator provides links to create two resource types:

    • A ServiceMeshControlPlane resource

    • A ServiceMeshMemberRoll resource

  6. Under Istio Service Mesh Control Plane click Create ServiceMeshControlPlane.

  7. On the Create Service Mesh Control Plane page, modify the YAML for the default ServiceMeshControlPlane template as needed.

    For additional information about customizing the control plane, see customizing the Red Hat OpenShift Service Mesh installation. For production, you must change the default Jaeger template.

  8. Click Create to create the control plane. The Operator creates pods, services, and Service Mesh control plane components based on your configuration parameters.

  9. Click the Istio Service Mesh Control Plane tab.

  10. Click the name of the new control plane.

  11. Click the Resources tab to see the Red Hat OpenShift Service Mesh control plane resources the Operator created and configured.

Deploying the control plane from the CLI

Follow this procedure to deploy the Red Hat OpenShift Service Mesh control plane the command line.

Prerequisites
  • The Red Hat OpenShift Service Mesh Operator must be installed.

  • Review the instructions for how to customize the Red Hat OpenShift Service Mesh installation.

  • An account with the cluster-admin role.

  • Access to the OpenShift CLI (oc).

Procedure
  1. Log in to the OpenShift Container Platform CLI as a user with the cluster-admin role.

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

    $ oc new-project istio-system
  3. Create a ServiceMeshControlPlane file named istio-installation.yaml using the example found in "Customize the Red Hat OpenShift Service Mesh installation". You can customize the values as needed to match your use case. For production deployments you must change the default Jaeger template.

  4. Run the following command to deploy the control plane:

    $ oc create -n istio-system