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Fix: Custom Elasticsearch Host #49

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88 changes: 49 additions & 39 deletions README.md
Original file line number Diff line number Diff line change
Expand Up @@ -3,6 +3,7 @@
This project is focused on making it easy to set up a standardized, scalable, secure Kubernetes environment that can host **multiple instances** of [Open edX](https://www.openedx.org). See [Motivation](#motivation) below.

Specifically, this repository contains:

* A Helm Chart that can install necessary shared resources into your cluster (a load balancer / ingress controller, autoscaling infrastructure, monitoring tools, databases, etc.)
* A [Tutor](https://docs.tutor.overhang.io/) plugin that configures Tutor to build images that will use the shared resources deployed by the Helm chart.

Expand All @@ -15,10 +16,11 @@ See [technology stack and architecture](#technology-stack-and-architecture) belo
Many Open edX providers and users have a need to deploy multiple instances of Open edX onto Kubernetes, but there is currently no standardized way to do so and each provider must build their own tooling to manage that. This project aims to provide an easy and standardized approach that incorporates industry best practices and lessons learned.

In particular, this project aims to provide the following benefits to Open edX operators:

* **Ease of use** and **rapid deployment**: This project aims to provide an Open edX hosting environment that just works out of the box, that can be easily upgraded, and that follows best practices for monitoring, security, etc.
* **Lower costs** by sharing resources where it makes sense. For example, by default Tutor's k8s feature will deploy a separate load balancer and ingress controller for each Open edX instance, instead of a shared ingress controller for all the instances in the cluster. Likewise for MySQL, MongoDB, ElasticSearch, and other resources. By using shared resources by default, costs can be dramatically reduced and operational monitoring and maintenance is greatly simplified.
- For setups with many small instances, this shared approach provides a huge cost savings with virtually no decrease in performance.
- For larger instances on the cluster that need dedicated resources, they can easily be configured to do so.
* For setups with many small instances, this shared approach provides a huge cost savings with virtually no decrease in performance.
* For larger instances on the cluster that need dedicated resources, they can easily be configured to do so.
* **Scalable hosting** for instances of any size. This means for example that the default configuration includes autoscaling of LMS pods to handle increased traffic.
* **Flexibility**: this project aims to be "batteries included" and to support setting up all the resources that you need, with useful default configurations, but it is carefully designed so that operators can configure, replace, or disable any components as needed.

Expand Down Expand Up @@ -61,7 +63,7 @@ In addition, [the cert-manager Helm charts do not install the required CRDs used
Tutor does not offer an autoscaling mechanism by default. This is a critical feature when your application starts to
receive more and more traffic. Kubernetes offers two main autoscaling methods:

- **Pod-based scaling**: This mechanism consists of the creation and adjustment of new pods to cover growing workloads.
* **Pod-based scaling**: This mechanism consists of the creation and adjustment of new pods to cover growing workloads.
Here we can mention tools like
[**Horizontal Pod autoscaler (HPA)**](https://kubernetes.io/docs/tasks/run-application/horizontal-pod-autoscale/)
and [**Vertical pod autoscaler (VPA)**](https://github.com/kubernetes/autoscaler/tree/master/vertical-pod-autoscaler).
Expand All @@ -70,7 +72,7 @@ consumption (generally CPU and memory), and the second one aims to stabilize the
by providing suggestions on the best configuration for a workload based on historical resource usage measurements. Both
of them are meant to be applied over Kubernetes Deployment instances.

- **Node-based scaling:** This mechanism allows the addition of new NODES to the Kubernetes cluster so compute resources
* **Node-based scaling:** This mechanism allows the addition of new NODES to the Kubernetes cluster so compute resources
are guaranteed to schedule new incoming workloads. Tools worth mentioning in this category are
[**cluster-autoscaler (CA)**](https://github.com/kubernetes/autoscaler/tree/master/cluster-autoscaler) and
[Karpenter](https://karpenter.sh/).
Expand All @@ -89,22 +91,23 @@ still present in your cluster.
[pod-autoscaling plugin](https://github.com/eduNEXT/tutor-contrib-pod-autoscaling) enables the implementation of HPA and
VPA to start scaling an installation workloads. Variables for the plugin configuration are documented there.

#### Node-autoscaling with Karpenter in EKS Clusters.
#### Node-autoscaling with Karpenter in EKS Clusters

This section provides a guide on how to install and configure [Karpenter](https://karpenter.sh/) in a EKS cluster. We'll use
infrastructure examples included in this repo for such purposes.

> Prerequisites:
- An aws accound id
- Kubectl 1.27
- Terraform 1.5.x or higher
- Helm

* An aws account id
* Kubectl 1.27
* Terraform 1.5.x or higher
* Helm

1. Clone this repository and navigate to `./infra-examples/aws`. You'll find Terraform modules for `vpc` and `k8s-cluster`
resources. Proceed creating the `vpc` resources first, followed by the `k8s-cluster` resources. Make sure to have the target
AWS account ID available, and then execute the following commands on every folder:

```
```sh
terraform init
terraform plan
terraform apply -auto-approve
Expand All @@ -114,23 +117,23 @@ AWS account ID available, and then execute the following commands on every folde

2. Once the `k8s-cluster` is created, run the `terraform output` command on that module and copy the following output variables:

- cluster_name
- karpenter_irsa_role_arn
- karpenter_instance_profile_name
* cluster_name
* karpenter_irsa_role_arn
* karpenter_instance_profile_name

These variables will be required in the next steps.

3. Karpenter is a dependency of the harmony chart that can be enabled or disabled. To include Karpenter in the Harmony Chart,
**it is crucial** to configure these variables in your `values.yaml` file:

- `karpenter.enabled`: true
- `karpenter.serviceAccount.annotations.eks\.amazonaws\.com/role-arn`: "<`karpenter_irsa_role_arn` value from module>"
- `karpenter.settings.aws.defaultInstanceProfile`: "<`karpenter_instance_profile_name` value from module>"
- `karpenter.settings.aws.clusterName`: "<`cluster_name` value from module>"
* `karpenter.enabled`: true
* `karpenter.serviceAccount.annotations.eks\.amazonaws\.com/role-arn`: "<`karpenter_irsa_role_arn` value from module>"
* `karpenter.settings.aws.defaultInstanceProfile`: "<`karpenter_instance_profile_name` value from module>"
* `karpenter.settings.aws.clusterName`: "<`cluster_name` value from module>"

Find below an example of the Karpenter section in the `values.yaml` file:

```
```yaml
karpenter:
enabled: true
serviceAccount:
Expand Down Expand Up @@ -159,7 +162,6 @@ get further details.
5. To test Karpenter, you can proceed with the instructions included in the
[official documentation](https://karpenter.sh/docs/getting-started/getting-started-with-karpenter/#first-use).


<br><br><br>

## Usage Instructions
Expand All @@ -178,24 +180,29 @@ memory** (that's enough to test 2 Open edX instances).
with anyone else. For a full configuration reference, see the `charts/harmony-chart/values.yaml` file.
3. Install [Helm](https://helm.sh/) if you don't have it already.
4. Add the Harmony Helm repository:
```

```shell
helm repo add openedx-harmony https://openedx.github.io/openedx-k8s-harmony
helm repo update
```

5. Install the cert-manager CRDs if using cert-manager:
```

```shell
kubectl apply -f https://github.com/cert-manager/cert-manager/releases/download/v1.10.1/cert-manager.crds.yaml --namespace=harmony
```

You can check the version of cert-manager that is going to be installed by the chart by checking the corresponding
line in the `charts/harmony-chart/Chart.yaml` file.
6. Install the Harmony chart by running:
```

```shell
helm install harmony --namespace harmony --create-namespace -f values.yaml openedx-harmony/harmony-chart
```

Note: in the future, if you apply changes to `values.yaml`, please run this command to update the deployment of the chart:

```
```shell
helm upgrade harmony --namespace harmony -f values.yaml openedx-harmony/harmony-chart
```

Expand All @@ -208,11 +215,13 @@ HTTPS and is more complicated due to the need to use tunnelling.*
1. First, [install `minikube`](https://minikube.sigs.k8s.io/docs/start/) if you don't have it already.
2. Run `minikube start` (you can also use `minikube dashboard` to access the Kubernetes dashboard).
3. Add the Helm repository and install the Harmony chart using the `values-minikube.yaml` file as configuration:
```

```shell
helm repo add openedx-harmony https://openedx.github.io/openedx-k8s-harmony
helm repo update
helm install harmony --namespace harmony --create-namespace -f values-minikube.yaml openedx-harmony/harmony-chart
```

4. Run `minikube tunnel` (you may need to enter a password), and then you should be able to access the cluster (see
"External IP" below). If this approach is not working, an alternative is to run\
`minikube service harmony-ingress-nginx-controller -n harmony`\
Expand All @@ -221,14 +230,13 @@ HTTPS and is more complicated due to the need to use tunnelling.*
5. In this case, skip step 2 ("Get the external IP") and use `127.0.0.1` as the external IP. You will need to remember
to include the port numbers shown above when accessing the instances.


### Step 2: Get the external IP

The [ingress NGINX Controller](https://kubernetes.github.io/ingress-nginx/) is used to automatically set up an HTTPS
reverse proxy for each Open edX instance as it gets deployed onto the cluster. There is just one load balancer with a
single external IP for all the instances on the cluster. To get its IP, use:

```
```shell
kubectl get svc -n harmony harmony-ingress-nginx-controller
```

Expand All @@ -243,13 +251,13 @@ two A records for `lms.example.com` and `*.lms.example.com`, pointing to the ext

You also will need to have the tutor-contrib-harmony-plugin installed into Tutor:

```
```shell
pip install -e 'git+https://github.com/openedx/openedx-k8s-harmony.git#egg=tutor-contrib-harmony-plugin&subdirectory=tutor-contrib-harmony-plugin'
```

Next, create a Tutor config directory unique to this instance, and configure it:

```
```shell
export INSTANCE_ID=openedx-01
export TUTOR_ROOT=~/deployments/tutor-k8s/$INSTANCE_ID
tutor plugins enable k8s_harmony
Expand All @@ -258,20 +266,16 @@ tutor config save -i --set K8S_NAMESPACE=$INSTANCE_ID

Then deploy it:

```
```shell
tutor k8s start
tutor k8s init
```

Note that the `init` command may take quite a long time to complete. Use the commands that Tutor says ("To view the logs
from this job, run:") in a separate terminal in order to monitor the status. Also note that if you want to use the MFEs,
[you'll need a custom image](https://github.com/overhangio/tutor-mfe/#running-mfes-on-kubernetes) and it won't work out
of the box.
from this job, run:") in a separate terminal in order to monitor the status.

**You can repeat step 3 many times to install multiple instances onto the cluster.**



<br><br><br>

## Configuration Reference
Expand All @@ -281,6 +285,8 @@ of the box.
Tutor creates an Elasticsearch pod as part of the Kubernetes deployment. Depending on the number of instances
Memory and CPU use can be lowered by running a central ES cluster instead of an ES pod for every instance.

**Please note that this will only work for "Palm" version and later.**

To enable set `elasticsearch.enabled=true` in your `values.yaml` and deploy the chart.

For each instance you would like to enable this on, set the configuration values in the respective `config.yml`:
Expand All @@ -290,9 +296,9 @@ K8S_HARMONY_ENABLE_SHARED_HARMONY_SEARCH: true
RUN_ELASTICSEARCH: false
```

- And create the user on the cluster with `tutor k8s harmony create-elasticsearch-user`.
- Rebuild your Open edX image `tutor images build openedx`.
- Finally, redeploy your changes: `tutor k8s start && tutor k8s init`.
* And create the user on the cluster with `tutor k8s harmony create-elasticsearch-user`.
* Rebuild your Open edX image `tutor images build openedx`.
* Finally, redeploy your changes: `tutor k8s start && tutor k8s init`.

#### Caveats

Expand All @@ -308,18 +314,22 @@ Just run `helm uninstall --namespace harmony harmony` to uninstall this.

If you use DigitalOcean, you can use Terraform to quickly spin up a cluster, try this out, then shut it down again.
Here's how. First, put the following into `infra-examples/secrets.auto.tfvars` including a valid DigitalOcean access token:
```

```conf
cluster_name = "harmony-test"
do_token = "digital-ocean-token"
```

Then run:
```

```sh
cd infra-examples/digitalocean
terraform init
terraform apply
cd ..
export KUBECONFIG=`pwd`/infra-examples/kubeconfig
```

Then follow steps 1-4 above. When you're done, run `terraform destroy` to clean
up everything.

Expand Down
1 change: 0 additions & 1 deletion charts/harmony-chart/values.yaml
Original file line number Diff line number Diff line change
Expand Up @@ -82,7 +82,6 @@ vpa:
admissionController:
replicaCount: 1


# Multi-tenant OpenSearch
opensearch:
enabled: false
Expand Down
34 changes: 34 additions & 0 deletions tutor-contrib-harmony-plugin/Makefile
Original file line number Diff line number Diff line change
@@ -0,0 +1,34 @@
.DEFAULT_GOAL := help
.PHONY: docs
SRC_DIRS = ./tutor_k8s_harmony_plugin
BLACK_OPTS = --exclude templates ${SRC_DIRS}

# Warning: These checks are not necessarily run on every PR.
test: test-lint test-types test-format # Run some static checks.

test-format: ## Run code formatting tests
black --check --diff $(BLACK_OPTS)

test-lint: ## Run code linting tests
pylint --errors-only --enable=unused-import,unused-argument --ignore=templates --ignore=docs/_ext ${SRC_DIRS}

test-types: ## Run type checks.
mypy --exclude=templates --ignore-missing-imports --implicit-reexport --strict ${SRC_DIRS}

format: ## Format code automatically
black $(BLACK_OPTS)

isort: ## Sort imports. This target is not mandatory because the output may be incompatible with black formatting. Provided for convenience purposes.
isort --skip=templates ${SRC_DIRS}

changelog-entry: ## Create a new changelog entry.
scriv create

changelog: ## Collect changelog entries in the CHANGELOG.md file.
scriv collect

ESCAPE = 
help: ## Print this help
@grep -E '^([a-zA-Z_-]+:.*?## .*|######* .+)$$' Makefile \
| sed 's/######* \(.*\)/@ $(ESCAPE)[1;31m\1$(ESCAPE)[0m/g' | tr '@' '\n' \
| awk 'BEGIN {FS = ":.*?## "}; {printf "\033[33m%-30s\033[0m %s\n", $$1, $$2}'
9 changes: 6 additions & 3 deletions tutor-contrib-harmony-plugin/setup.py
Original file line number Diff line number Diff line change
@@ -1,6 +1,7 @@
import io
import os
from setuptools import setup, find_packages

from setuptools import find_packages, setup

HERE = os.path.abspath(os.path.dirname(__file__))

Expand Down Expand Up @@ -39,10 +40,10 @@ def load_about():
packages=find_packages(exclude=["tests*"]),
include_package_data=True,
python_requires=">=3.7",
install_requires=["tutor"],
install_requires=["tutor>=16.0.0,<17.0.0"],
entry_points={
"tutor.plugin.v1": [
"k8s_harmony = tutor_k8s_harmony_plugin.plugin"
"k8s_harmony = tutor_k8s_harmony_plugin.plugin",
]
},
classifiers=[
Expand All @@ -55,5 +56,7 @@ def load_about():
"Programming Language :: Python :: 3.8",
"Programming Language :: Python :: 3.9",
"Programming Language :: Python :: 3.10",
"Programming Language :: Python :: 3.11",
"Programming Language :: Python :: 3.12",
],
)
Original file line number Diff line number Diff line change
@@ -1 +1 @@
__version__ = "0.1.0"
__version__ = "0.1.0"
34 changes: 18 additions & 16 deletions tutor-contrib-harmony-plugin/tutor_k8s_harmony_plugin/commands.py
Original file line number Diff line number Diff line change
@@ -1,12 +1,11 @@
import os

import click
from tutor import config as tutor_config
from tutor import env as tutor_env
from tutor.commands.k8s import K8sContext, kubectl_exec
from tutor.commands.k8s import K8sContext

from .harmony_search.elasticsearch import ElasticSearchAPI
from .harmony_search.opensearch import OpenSearchAPI


@click.group(help="Commands and subcommands of the openedx-k8s-harmony.")
@click.pass_context
def harmony(context: click.Context) -> None:
Expand Down Expand Up @@ -41,6 +40,7 @@ def create_elasticsearch_user(context: click.Context):
},
)


@click.command(help="Create or update Opensearch users")
@click.pass_obj
def create_opensearch_user(context: click.Context):
Expand All @@ -56,19 +56,21 @@ def create_opensearch_user(context: click.Context):
prefix = config["HARMONY_SEARCH_INDEX_PREFIX"]
api.put(
f"_plugins/_security/api/roles/{role_name}",
{"index_permissions": [{
"index_patterns": [
f"{prefix}*"
],
"allowed_actions": [
"read",
"write",
"create_index",
"manage",
"manage_ilm",
"all"
{
"index_permissions": [
{
"index_patterns": [f"{prefix}*"],
"allowed_actions": [
"read",
"write",
"create_index",
"manage",
"manage_ilm",
"all",
],
}
]
}]},
},
)

api.put(
Expand Down
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