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Setup Kubernetes Cluster from Scratch

This is a handbook to setup a Kubernetes cluster from scratch and is for someone who is familiar with Kubernetes already. If you are new to Kubernetes, I highly recommand to get yourself familar with Kubernetes first and come back to this handbook.

If all you need is to have a proper setup cluster, then Kubeadm is an easy to use tool to setup a cluster. If you want to have a deep understanding of all different components of Kubernetes, then setting up a cluster from scratch is definitely a good way to learn.

Component Versions and Cluster Environment

  • Centos 7.3
  • Kubernetes 1.9.2
  • Docker 1.13.1
  • etcd 3.2.9
  • flannel v0.10.0

Etcd cluster

IP Address Hostname
192.168.1.102 etcd1
192.168.1.103 etcd2
192.168.1.101 etcd3

Master nodes

IP Address Role
192.168.1.101 master1
192.168.1.102 master2
192.168.1.103 master3

Disable firewalld on all servers:

sudo systemctl stop firewalld
sudo systemctl disable firewalld

We will turn the firewalld back on once we are more familiar with each components and have cluster running. Before reaching that point, it would be a lot easier to test all different components and setup a cluster without having a firewall interrupting the process.

1. Modify the env.sh to Align with Your Own Environment

env.sh contains all the environment variables that we are going to use throught the whole Kubernetes cluster setup process. Please be careful!

2. Environment Variables

To do this, we need to run setup-env.sh script. This script will copy the env.sh to /usr/k8s/bin folder. If the folder does not exist, it will create it. It also adds etcd domain names to the /etc/hosts file.

3. Cloudflare's CFSSL

CFSSL is Cloudflare's PKI and TLS toolkit. We use CFSSL to generate all certificates. install-cfssl.sh will download and install CFSSL.

Note: You don't need to install CFSSL on every machine. You can generate all certificates on one machines and scp them to the according servers.

4. etcd Cluster

Etcd is a distributed key-value store written in Golang. It is used by Kubernetes to store ALLof the cluster's information and status. It is the most important component for a cluster. If your master nodes or worker nodes are failed, you might have a slow responding application, or the worst case, a failed application. However, if your data store is failed, you are pretty much done.

Please refer setup-static-etcd-cluster to setup the etcd cluster.

5. Kubectl

Kubectl is a Command Line Interface (CLI) that is used to run commands against Kubernetes cluster. All commands are sent by Kubectl to API Servers.

Please refer setup-kubectl to setup Kubectl.

6. Flannel

Kubernetes runs a different network model than Docker does. The most fundamental difference is Kubernetes imposes a network model that NAT must NOT be used when container instances communicate with each other. Please find more details about the network model from the Kubernetes official website.

Please refer setup-flannel to setup flannel.

7. Setup Master Node

Kubernetes master contains three components: Kube API Server, Kube Controller Manager and Kube Scheduler. Building a high available cluster is complicated and error proning. Hence, in this tutorial, a single node cluster will be built first. Once it is functional correctly, it can be easily extended to a cluster.

7.1 API Server

The functionality of Kubernetes API Server is as it is named. Users send commands to the cluster using Kubectl, which in turns sends all commands to the API Servers. When a command is sent to the API Server, it normally goes through 3 steps:

  • Authentication
  • Authorization
  • Admission Control

Authentication and Authorization are standard access controls. Some Kubernetes features require Admission Controllers to be enabled to support the features. For example, DenyEscalatingExec can be turned on so users cannot run exec or attach against containers.

Please refer kube-apiserver/setup-kube-apiserver.md to setup the API Server.

7.2 Controller Manger

Kubernetes Controller Manager is a Watch Dog that monitors the state of the cluster. It constantly checks the state of the entire clustser and makes it aligned with the desired state if they are different. For example, a pod requires 3 replicas running at any time. If any of the replica failed, the Controller Manager will identify this broken state and will try to start another replica to make it 3. The Controller Manager issues commands to the cluster via API Server.

Please refer setup-kube-controller-manager to setup the Controller Manager.

7.3 Scheduler

Kubernetes Scheduler is the resource scheduler of the cluster. The scheduler determines where Pods/Containers should be running on.

Please refer setup-kube-scheduler to setup the Scheduler

7.4 Verify the Setup of Master Components

To verify every component is installed and configured correctly, we use kubectl to check the status of the cluster:

kubectl get componentstatuses

# output should be similar to this
NAME                 STATUS    MESSAGE              ERROR
scheduler            Healthy   ok
controller-manager   Healthy   ok
etcd-2               Healthy   {"health": "true"}
etcd-1               Healthy   {"health": "true"}
etcd-0               Healthy   {"health": "true"}

8. High-Available Cluster

8.1 Setup Load Balancer

To make Kubernetes master nodes highly available, we need to setup a cluster for the master componenets. The Controller Manager and Scheduler components are using Master-Slave mode for high availability. The leader voting algorithm is implemented by Kubernetes itself, in combined with Raft consensus algorithm provided by etcd.

Hence, we only need to make the API Server highly available. To do that, we need to install a load-balancer, either HAProxy or Nginx, and make the load-balancer highly available.

8.1.1 Setup HAProxy

Please refer setup-haproxy to setup the HAProxy load balancer.

8.1.2 Setup Nginx

Please refer setup-nginx to setup a Nginx load balancer.

8.2 Setup Keepalived

Please refer keep-alived to setup Keepalived.

8.3 Setup High Available API Servers

Pelase refer the last section of setup-kube-apiserver to setup high available API Servers.

8.4 Setup High Available Controller Manager and Scheduler

Unlike API Server, Controller Manager and Scheduler's high availability is relying on leader-election and etcd. So no configuration is required for high availability of these two components.

9. Setup Worker Node

Kubernetes worker node requires these component:

  • kubelet
  • docker
  • flannel
  • kube-proxy

9.1 Setup Kubelet

Kubelet is an agent that required on each worker node. It works as a daemon that guarantees that containers are running inside pods. It is similar to systemd in Linux. Kubelet only 'monitors' containers started by Kubelet. User started containers are not monitored.

Please refer setup-kubelet to setup Kubelet on worker nodes.

9.2 Setup Flannel

We have setup and tested Flannel on master nodes already. The same operations should be performed on worker nodes as well. Please note that normally in a production environment, master nodes do not require to install Flannel as they are not used as worker nodes.

9.3 Setup Docker

Please refer setup-docker to setup Docker on worker nodes.

9.4 Setup Kube Proxy

Please refer setup-kube-proxy to setup Kube-Proxy on worker nodes.

10. Wrap Up

10.1 Enable Firewall on Master Nodes

Now we have a production like highly available cluster running. We have one more step to go: enable the firewall. The OS used in this tutorial is CENTOS 7.4, so we use firewalld to config the firewall.

Please refer enable-firewall to enable the firewall.

10.2 Setup systemd for Master Compnents

There are two ways to keep our master components (etcd, Controller, API Server, Scheduler) running all the time: the first way is to run all components in containers and let Kubelet to guarantee their running state. The second way is to make each component as a Linux Service (Daemon) and use Linux systemd to manage them. Because systemd is a highly controversial technology in Linux and it is not available in all Linux distros (Gentoo), hence it is not recommended by Kubernetes official documentation. However, using Kubelet will introduce 'Watching the watchers' issue (who is going to manage the state of Kubelet and make sure it is running?), but it is less controversial and OS dependent. In This tutorial, we are going use systemd to setup the cluster.

Please refer setup-services for the configurations.

10.3 Setup systemd for Worker Nodes (Minions)

Please refer setup-services for the configurations.

11. Kubernetes Addons

11.1 Setup KubeDNS and CoreDNS

Please refer setup-kube-dns for the instructions.

11.2 Setup Dashboard

11.3 Setup Prometheus

12. Examples

This section provides examples on how to operate the cluster and

ConfigMaps

Secrets

Pod Preset

Service Accounts

Daemon Sets

Node Selector

Ingress and Ingress Controllers

Metrics Server

Horizontal Pod Autoscaller