DM-47199: Docs updates

* Steps to provision Sasquatch in a new environment * IDF environment descriptions * Clarify that strimzi-access-operator phalanx app is needed for kafka direct connection guide.
lsst-sqre · Oct 31, 2024 · 509b4e6 · 509b4e6
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diff --git a/docs/_static/bootstrap_forwarding_rule.png b/docs/_static/bootstrap_forwarding_rule.png
diff --git a/docs/_static/forwarding_rule_details.png b/docs/_static/forwarding_rule_details.png
diff --git a/docs/_static/gcp_ip_addresses.png b/docs/_static/gcp_ip_addresses.png
diff --git a/docs/_static/promote_ip_address.png b/docs/_static/promote_ip_address.png
diff --git a/docs/developer-guide/index.rst b/docs/developer-guide/index.rst
@@ -18,6 +18,7 @@ A Sasquatch developer is responsible for maintaining the Sasquatch components an
    kafka-shutdown
    broker-migration
    connectors
+   new-environment
 
 .. toctree::
    :caption: Troubleshooting

diff --git a/docs/developer-guide/new-environment.rst b/docs/developer-guide/new-environment.rst
@@ -0,0 +1,141 @@
+################################
+Deploying into a new environment
+################################
+
+Deploying Sasquatch into a new environment requires multiple ArgoCD syncs with some manual information gathering and updating in between.
+
+
+Enable Sasquatch in Phalanx
+===========================
+
+#. Cut a `Phalanx`_ development branch.
+#. Ensure the ``strimzi`` and ``strimzi-access-operator`` Phalanx applications are enabled and synced in the new environment by adding them to the :samp:`environments/values-{environment}.yaml` file, and adding a blank :samp:`values-{environment}.yaml` file to their ``applications/`` directories.
+   `These docs <https://phalanx.lsst.io/developers/switch-environment-to-branch.html>`_ can help you enable them from your development branch.
+#. Enable the ``sasquatch`` app in the environment.
+   For the :samp:`applications/sasquatch/values-{environment}.yaml` file, copy one from an existing environment that has the same enabled services that you want in the new environment.
+   Change all of the environment references to the new environment, and change or add anything else you need for the new environment.
+#. Comment out any ``loadBalancerIP`` entries in the :samp:`applications/sasquatch/values-{environment}.yaml` file.
+   We'll fill these in later.
+#. In the new environment's ArgoCD, point the ``sasquatch`` app at your Phalanx development branch, and sync it.
+
+This first sync will not be successful.
+The `cert-manager`_ ``Certificate`` resource will be stuck in a progressing state until we update some values and provision some DNS.
+
+.. _Phalanx: https://phalanx.lsst.io
+.. _cert-manager: https://cert-manager.io/
+
+Gather IP addresses and update Phalanx config
+=============================================
+
+.. note::
+
+   The public IP address gathering and modification described here only applies to environments deployed on `GCP`_.
+   This process will be different for other types of environments.
+
+#. Get the broker ids, which are the node ids of the the kafka brokers.
+   In this example, the broker ids are ``0``, ``1``, and ``2``:
+
+   .. code::
+
+      ❯ kubectl get kafkanodepool -n sasquatch
+      NAME         DESIRED REPLICAS   ROLES            NODEIDS
+      controller   3                  ["controller"]   [3,4,5]
+      kafka        3                  ["broker"]       [0,1,2]
+
+#. A GCP public IP address will be provisioned for each of these broker nodes.
+   Another IP address will be provisioned for the external `kafka bootstrap servers`_ endpoint.
+   You can see all of the provisioned ip addresses in your GCP project here: :samp:`https://console.cloud.google.com/networking/addresses/list?authuser=1&hl=en&project={project name}`:
+
+   .. figure:: /_static/gcp_ip_addresses.png
+      :name: GCP IP addresses
+
+#. One by one, click on the ``Forwarding rule`` links in each row until you find the ones annotated with :samp:`\{"kubernetes.io/service-name":"sasquatch/sasquatch-kafka-{broker node id}"\}` for each broker node.
+   Note the ip address and node number.
+
+   .. figure:: /_static/forwarding_rule_details.png
+      :name: Forwarding rule details
+
+#. Find and note the IP address that is annotated with ``{"kubernetes.io/service-name":"sasquatch/sasquatch-kafka-external-bootstrap"}``:
+
+   .. figure:: /_static/bootstrap_forwarding_rule.png
+      :name: Bootstrap forwarding rule
+
+#. Promote all of these IP addresses to GCP Static IP Addresses by choosing the option in the three-vertical-dots menu for each IP address (you may have to scroll horrizontally).
+   This makes sure that we won't lose these IP addresses and have to update DNS later:
+
+   .. figure:: /_static/promote_ip_address.png
+      :name: Promote IP address
+
+#. Update the :samp:`applications/sasquatch/values-{environment}.yaml` ``strimzi-kafka.kafka`` config with ``loadBalancerIP`` and ``host`` entries that correspond with the node ids that you found.
+   Here is an example from ``idfint``.
+   Note that the broker node ids are in the ``broker`` entries, and that the ``host`` entries have numbers in them that match the those ids.
+
+   .. code:: yaml
+
+      strimzi-kafka:
+        kafka:
+          externalListener:
+            tls:
+              enabled: true
+            bootstrap:
+              loadBalancerIP: "35.188.187.82"
+              host: sasquatch-int-kafka-bootstrap.lsst.cloud
+
+            brokers:
+              - broker: 0
+                loadBalancerIP: "34.171.69.125"
+                host: sasquatch-int-kafka-0.lsst.cloud
+              - broker: 1
+                loadBalancerIP: "34.72.50.204"
+                host: sasquatch-int-kafka-1.lsst.cloud
+              - broker: 2
+                loadBalancerIP: "34.173.225.150"
+                host: sasquatch-int-kafka-2.lsst.cloud
+
+#. Push these changes to your Phalanx branch and sync ``sasquatch`` in ArgoCD.
+
+.. _GCP: https://cloud.google.com
+.. _kafka bootstrap servers: https://kafka.apache.org/documentation/#producerconfigs_bootstrap.servers
+
+Provision DNS for TLS certificate
+=================================
+
+#. Provision ``CNAME`` records (probably in AWS Route53) for `LetsEncrypt`_ verification for each of the ``host`` entries in the ``strimzi-kafka.kafka`` values.
+   Continuing with the ``idfint`` example:
+
+   .. code:: text
+
+      _acme-challenge.sasquatch-int-kafka-0.lsst.cloud (_acme-challenge.tls.lsst.cloud)
+      _acme-challenge.sasquatch-int-kafka-1.lsst.cloud (_acme-challenge.tls.lsst.cloud)
+      _acme-challenge.sasquatch-int-kafka-2.lsst.cloud (_acme-challenge.tls.lsst.cloud)
+      _acme-challenge.sasquatch-int-kafka-bootstrap.lsst.cloud (_acme-challenge.tls.lsst.cloud)
+
+#. Provision ``A`` records for each of the ``host`` entries with their matching IP address values:
+
+   .. code:: text
+
+      sasquatch-int-kafka-0.lsst.cloud (34.171.69.125)
+      sasquatch-int-kafka-1.lsst.cloud (34.72.50.204)
+      sasquatch-int-kafka-2.lsst.cloud (34.173.225.150)
+      sasquatch-int-kafka-bootstrap.lsst.cloud (35.188.187.82)
+
+#. Wait for the ``Certificate`` Kubernetes resource to provision in ArgoCD! This might take several minutes
+
+.. _LetsEncrypt: https://letsencrypt.org
+
+Configure Gafaelfawr OIDC authentication
+========================================
+
+Sasquatch assumes that Chronograf will use OIDC authentication.
+Follow `these instructions <https://gafaelfawr.lsst.io/user-guide/openid-connect.html#chronograf>`_ to set it up.
+
+.. warning::
+
+   This requires a Gafaelfawr restart.
+   It could also affect all of the apps in an environment if done incorrectly.
+   If your new environment is a production environment, you should probably wait for a maintenance window to do this step!
+
+Merge your Phalanx branch!
+==========================
+
+If all is well, of course.
diff --git a/docs/environments.rst b/docs/environments.rst
@@ -17,6 +17,12 @@ The table below summarizes the Sasquatch environments and their main entry point
 +---------------------------+---------------------------------------------------+-----------------------------------+----------------+
 | :ref:`USDF dev<usdfdev>`  | https://usdf-rsp-dev.slac.stanford.edu/chronograf | ``usdfdev_efd``                   | Not required   |
 +---------------------------+---------------------------------------------------+-----------------------------------+----------------+
+| :ref:`IDF<idf>`           | https://data.lsst.cloud/chronograf                | (not available)                   | Not required   |
++---------------------------+---------------------------------------------------+-----------------------------------+----------------+
+| :ref:`IDF int<idfint>`    | https://data-int.lsst.cloud/chronograf            | (not available)                   | Not required   |
++---------------------------+---------------------------------------------------+-----------------------------------+----------------+
+| :ref:`IDF dev<idfdev>`    | https://data-dev.lsst.cloud/chronograf            | ``idfdev_efd``                    | Not required   |
++---------------------------+---------------------------------------------------+-----------------------------------+----------------+
 | :ref:`TTS<tts>`           | https://tucson-teststand.lsst.codes/chronograf    | ``tucson_teststand_efd``          | NOIRLab VPN    |
 +---------------------------+---------------------------------------------------+-----------------------------------+----------------+
 | :ref:`BTS<bts>`           | https://base-lsp.lsst.codes/chronograf            | ``base_efd``                      | Chile VPN      |
@@ -75,6 +81,58 @@ Intended audience: Project staff.
 - Schema Registry: ``http://sasquatch-schema-registry.sasquatch:8081`` (cluster internal)
 - Kafka REST proxy API: ``https://usdf-rsp-dev.slac.stanford.edu/sasquatch-rest-proxy``
 
+.. _idf:
+
+IDF
+---
+
+Sasquatch production environment for the community science platform in Google Cloud.
+This instance is mainly used for :ref:`application metrics<appmetrics>`.
+
+Intended audience: Project staff.
+
+- Chronograf: ``https://data.lsst.cloud/chronograf``
+- InfluxDB HTTP API: ``https://data.lsst.cloud/influxdb``
+- Kafdrop UI: ``https://data.lsst.cloud/kafdrop``
+- Kafka boostrap server: ``sasquatch-kafka-bootstrap.lsst.cloud:9094``
+- Schema Registry: ``http://sasquatch-schema-registry.sasquatch:8081`` (cluster internal)
+- Kafka REST proxy API: (not available)
+
+.. _idfint:
+
+IDF int
+-------
+
+Sasquatch integration environment for the community science platform in Google Cloud.
+This instance is used for testing.
+There is no direct EFD integration.
+
+Intended audience: Project staff.
+
+- Chronograf: ``https://data-int.lsst.cloud/chronograf``
+- InfluxDB HTTP API: ``https://data-int.lsst.cloud/influxdb``
+- Kafdrop UI: ``https://data-int.lsst.cloud/kafdrop``
+- Kafka boostrap server: ``sasquatch-int-kafka-bootstrap.lsst.cloud:9094``
+- Schema Registry: ``http://sasquatch-schema-registry.sasquatch:8081`` (cluster internal)
+- Kafka REST proxy API: ``https://data-int.lsst.cloud/sasquatch-rest-proxy``
+
+.. _idfdev:
+
+IDF dev
+-------
+
+Sasquatch dev environment for the community science platform in Google Cloud.
+This instance is used for testing.
+
+Intended audience: Project staff.
+
+- Chronograf: ``https://data-dev.lsst.cloud/chronograf``
+- InfluxDB HTTP API: ``https://data-dev.lsst.cloud/influxdb``
+- Kafdrop UI: ``https://data-dev.lsst.cloud/kafdrop``
+- Kafka boostrap server: ``sasquatch-dev-kafka-bootstrap.lsst.cloud:9094``
+- Schema Registry: ``http://sasquatch-schema-registry.sasquatch:8081`` (cluster internal)
+- Kafka REST proxy API: ``https://data-dev.lsst.cloud/sasquatch-rest-proxy``
+
 .. _tts:
 
 Tucson Test Stand (TTS)

diff --git a/docs/user-guide/app-metrics.rst b/docs/user-guide/app-metrics.rst
@@ -1,9 +1,11 @@
+.. _appmetrics:
+
 ===================
 Application metrics
 ===================
 
 Applications can use Sasquatch infrastructure to publish metrics events to `InfluxDB`_ via `Kafka`_.
-Setting certain Sasquatch values in Phalanx will create Kafka user and topic, and configure a Telegraf consumer to put messages from that topic into the ``telegraf-kafka-app-metrics-consumer`` database in the Sasquatch InfluxDB instance.
+Setting certain Sasquatch values in Phalanx will create Kafka user and topic, and configure a Telegraf consumer to put messages from that topic into the ``lsst.square.metrics`` database in the Sasquatch InfluxDB instance.
 
 The messages are expected to be in :ref:`Avro <avro>` format, and schemas are expected to be in the `Schema Registry`_ for any messages that are encoded with a schema ID.
 

diff --git a/docs/user-guide/directconnection.rst b/docs/user-guide/directconnection.rst
@@ -15,11 +15,17 @@ This guide describes the the most secure and straightforward option, assuming th
 Generating Kafka credentials
 ============================
 
+.. note::
+
+   The ``strimzi-access-operator`` `Phalanx`_ app must be enabled.
+   It provides the ``KafkaAccess`` CRD that is used in this guide.
+
 You can generate Kafka credentials by creating a couple of `Strimzi`_ resources:
 
 * A `KafkaUser`_ resource, in the ``sasquatch`` namespace, to configure a user in the Kafka cluster and provision a Kubernetes Secret with that user's credentials
 * A `KafkaAccess`_ resource, in your app's namespace, to make those credentials and other Kafka connection information available to your app
 
+.. _Phalanx: https://phalanx.lsst.io
 .. _Strimzi: https://strimzi.io
 .. _KafkaUser: https://strimzi.io/docs/operators/latest/configuring.html#type-KafkaUser-reference
 .. _KafkaAccess: https://github.com/strimzi/kafka-access-operator