Install Portworx on IBM Cloud Kubernetes Service using Terraform

This document provides instructions for installing Portworx on an IBM Cloud Kubernetes Service (IKS) cluster using the Terraform module. You can use the Terraform module to upgrade an active installation and to automate Portworx deployment across multiple IKS clusters.

Prerequisites

• Have an IKS cluster meeting the Portworx minimum requirements.
• Use Terraform version 0.13 or later.
• Ensure that the following utilities are installed and configured on your client:
  • IBM Cloud Kubernetes Service CLI
  • kubectl
  • HashiCorp Terraform CLI
  • Helm CLI
  • The latest versions of the jq, curl, and wget libraries

Configure your Terraform on IBM Cloud setup

1. Clone the Terraform repository:

   git clone https://github.com/portworx/terraform-ibm-portworx-enterprise.git

2. Depending on your cluster resources, navigate to the appropriate folder:

   • IKS cluster using mounted volumes:

     cd examples/iks-with-attached-drives

   • IKS cluster using cloud drives:

     cd examples/iks-with-cloud-drives

   • IKS cluster where existing worker nodes are converted to Portworx nodes:

     cd examples/iks-worker-node-replace

Declare the IBM Cloud resources

Create a variable file and name it terraform.tfvars. In this file, declare the IBM Cloud resources that are required for your Portworx deployment.

• For an IKS cluster using mounted volumes or cloud drives, declare the following:

  iks_cluster_name="<your_iks-cluster_name>"
  resource_group="<your_resource_group_name>"
  ibmcloud_api_key="<secret_ibm_cloud_key>"

  • resource_group: Specify the resource group name where your IKS cluster exists, and the Portworx Enterprise service instance will be created in the same resource group.
  • iks_cluster_name: Name of your IKS cluster
  • ibmcloud_api_key: IBM Cloud API key associated with your cluster

• For an IKS cluster where existing worker nodes are converted to Portworx nodes, declare the following:

  resource_group   = "<your_resource_group_name>"
  region           = "<region_name>"
  iks_cluster_name = "<your_iks_cluster_name>"
  worker_ids       = ["<worker_id_1>", "<worker_id_2>", "<worker_id_3>"]
  replace_all_workers = false

  • resource_group: Specify the resource group name where your IKS cluster exists, and the Portworx Enterprise service instance will be created in the same resource group.
  • region: Specify the IBM region where your cluster is provisioned
  • worker_ids: List of all worker nodes IDs to be replaced.
  • iks_cluster_name: Name of your IKS cluster

For the complete list of variables, refer to the examples/variables.tf file in your setup directory.

Retrieve the kubeconfig file

To access the IKS cloud services and resources from your client machine, run the following command:

export IC_API_KEY="secret_ibm_cloud_key"
ibmcloud ks cluster config --admin --cluster <cluster_name | cluster_id>

Install Portworx

1. Initialize Terraform:

   terraform init

2. Generate a Terraform execution plan:

   terraform plan -out tf.plan

3. Apply the execution plan:

   terraform apply tf.plan

4. Run the following command to deploy Portworx:

   terraform output

   associated_iks_cluster_id = "cdkasv9w0oi7m5g5i6qg"
   associated_iks_cluster_name = "schakravorty-px-wdc-b3c.4x16"
   portworx_enterprise_id = "crn:v1:bluemix:public:portworx:us-east:a/b5c47bfad9f99ace9c94c3986bd1fdc9:xxxxxxxx-xxxx-xxxx-xxxx-5192d195b094::"
   portworx_enterprise_service_name = "portworx-enterprise-b0d0b748"
   portworx_version_installed = "2.11.4"

   Wait for a few minutes for the Portworx pods to be created. You will see that the command outputs the details of the Portworx Enterprise service.

Verify your Portworx installation

Once you've installed Portworx, you can perform the following tasks to verify that Portworx has installed correctly.

Verify if all pods are running

Enter the following kubectl get pods command to list and filter the results for Portworx pods:

kubectl get pods -n <px-namespace> -o wide | grep -e portworx -e px

portworx-api-774c2                                      1/1     Running   0                2m55s   192.168.121.196   username-k8s1-node0    <none>           <none>
portworx-api-t4lf9                                      1/1     Running   0                2m55s   192.168.121.99    username-k8s1-node1    <none>           <none>
portworx-api-dvw64                                      1/1     Running   0                2m55s   192.168.121.99    username-k8s1-node2    <none>           <none>
portworx-kvdb-94bpk                                     1/1     Running   0                4s      192.168.121.196   username-k8s1-node0    <none>           <none>
portworx-kvdb-8b67l                                     1/1     Running   0                10s     192.168.121.196   username-k8s1-node1    <none>           <none>
portworx-kvdb-fj72p                                     1/1     Running   0                30s     192.168.121.196   username-k8s1-node2    <none>           <none>
portworx-operator-58967ddd6d-kmz6c                      1/1     Running   0                4m1s    10.244.1.99       username-k8s1-node0    <none>           <none>
prometheus-px-prometheus-0                              2/2     Running   0                2m41s   10.244.1.105      username-k8s1-node0    <none>           <none>
px-cluster-xxxxxxxx-xxxx-xxxx-xxxx-3e9bf3cd834d-9gs79   2/2     Running   0                2m55s   192.168.121.196   username-k8s1-node0    <none>           <none>
px-cluster-xxxxxxxx-xxxx-xxxx-xxxx-3e9bf3cd834d-vpptx   2/2     Running   0                2m55s   192.168.121.99    username-k8s1-node1    <none>           <none>
px-cluster-xxxxxxxx-xxxx-xxxx-xxxx-3e9bf3cd834d-bxmpn   2/2     Running   0                2m55s   192.168.121.191   username-k8s1-node2    <none>           <none>
px-csi-ext-868fcb9fc6-54bmc                             4/4     Running   0                3m5s    10.244.1.103      username-k8s1-node0    <none>           <none>
px-csi-ext-868fcb9fc6-8tk79                             4/4     Running   0                3m5s    10.244.1.102      username-k8s1-node2    <none>           <none>
px-csi-ext-868fcb9fc6-vbqzk                             4/4     Running   0                3m5s    10.244.3.107      username-k8s1-node1    <none>           <none>
px-prometheus-operator-59b98b5897-9nwfv                 1/1     Running   0                3m3s    10.244.1.104      username-k8s1-node0    <none>           <none>

Note the name of one of your px-cluster pods. You'll run pxctl commands from these pods in following steps.

Verify Portworx cluster status

You can find the status of the Portworx cluster by running pxctl status commands from a pod. Enter the following kubectl exec command, specifying the pod name you retrieved in the previous section:

kubectl exec <pod-name> -n <px-namespace> -- /opt/pwx/bin/pxctl status

Defaulted container "portworx" out of: portworx, csi-node-driver-registrar
Status: PX is operational
Telemetry: Disabled or Unhealthy
Metering: Disabled or Unhealthy
License: Trial (expires in 31 days)
Node ID: xxxxxxxx-xxxx-xxxx-xxxx-70c31d0f478e
        IP: 192.168.121.99 
        Local Storage Pool: 1 pool
        POOL    IO_PRIORITY     RAID_LEVEL      USABLE  USED    STATUS  ZONE    REGION
        0       HIGH            raid0           3.0 TiB 10 GiB  Online  default default
        Local Storage Devices: 3 devices
        Device  Path            Media Type              Size            Last-Scan
        0:1     /dev/vdb        STORAGE_MEDIUM_MAGNETIC 1.0 TiB         14 Jul 22 22:03 UTC
        0:2     /dev/vdc        STORAGE_MEDIUM_MAGNETIC 1.0 TiB         14 Jul 22 22:03 UTC
        0:3     /dev/vdd        STORAGE_MEDIUM_MAGNETIC 1.0 TiB         14 Jul 22 22:03 UTC
        * Internal kvdb on this node is sharing this storage device /dev/vdc  to store its data.
        total           -       3.0 TiB
        Cache Devices:
         * No cache devices
Cluster Summary
        Cluster ID: px-cluster-xxxxxxxx-xxxx-xxxx-xxxx-3e9bf3cd834d
        Cluster UUID: xxxxxxxx-xxxx-xxxx-xxxx-6f3fd5522eae
        Scheduler: kubernetes
        Nodes: 3 node(s) with storage (3 online)
        IP              ID                                      SchedulerNodeName       Auth            StorageNode     Used    Capacity        Status  StorageStatus       Version         Kernel                  OS
        192.168.121.196 xxxxxxxx-xxxx-xxxx-xxxx-fad8c65b8edc    username-k8s1-node0      Disabled        Yes             10 GiB  3.0 TiB         Online  Up 2.11.0-81faacc   3.10.0-1127.el7.x86_64  CentOS Linux 7 (Core)
        192.168.121.99  xxxxxxxx-xxxx-xxxx-xxxx-70c31d0f478e    username-k8s1-node1      Disabled        Yes             10 GiB  3.0 TiB         Online  Up (This node)      2.11.0-81faacc  3.10.0-1127.el7.x86_64  CentOS Linux 7 (Core)
        192.168.121.191 xxxxxxxx-xxxx-xxxx-xxxx-19d45b4c541a    username-k8s1-node2      Disabled        Yes             10 GiB  3.0 TiB         Online  Up  2.11.0-81faacc  3.10.0-1127.el7.x86_64  CentOS Linux 7 (Core)
Global Storage Pool        
        Total Used      :  30 GiB
        Total Capacity  :  9.0 TiB

The Portworx status will display PX is operational if your cluster is running as intended.

Verify pxctl cluster provision status

• Find the storage cluster, the status should show as Online:

  kubectl -n <px-namespace> get storagecluster

  NAME                                              CLUSTER UUID                           STATUS   VERSION   AGE
  px-cluster-xxxxxxxx-xxxx-xxxx-xxxx-3e9bf3cd834d   xxxxxxxx-xxxx-xxxx-xxxx-6f3fd5522eae   Online   2.11.0    10m

• Find the storage nodes, the statuses should show as Online:

  kubectl -n <px-namespace> get storagenodes

  NAME                  ID                                     STATUS   VERSION          AGE
  username-k8s1-node0   xxxxxxxx-xxxx-xxxx-xxxx-fad8c65b8edc   Online   2.11.0-81faacc   11m
  username-k8s1-node1   xxxxxxxx-xxxx-xxxx-xxxx-70c31d0f478e   Online   2.11.0-81faacc   11m
  username-k8s1-node2   xxxxxxxx-xxxx-xxxx-xxxx-19d45b4c541a   Online   2.11.0-81faacc   11m

• Verify the Portworx cluster provision status. Enter the following kubectl exec command, specifying the pod name you retrieved in the previous section:

  kubectl exec <pod-name> -n <px-namespace> -- /opt/pwx/bin/pxctl cluster provision-status

  Defaulted container "portworx" out of: portworx, csi-node-driver-registrar
  NODE                                    NODE STATUS     POOL                                            POOL STATUS     IO_PRIORITY     SIZE    AVAILABLE  USED     PROVISIONED     ZONE    REGION  RACK
  xxxxxxxx-xxxx-xxxx-xxxx-70c31d0f478e    Up              0 ( xxxxxxxx-xxxx-xxxx-xxxx-4d74ecc7e159 )      Online          HIGH            3.0 TiB 3.0 TiB    10 GiB   0 B             default default default
  xxxxxxxx-xxxx-xxxx-xxxx-fad8c65b8edc    Up              0 ( xxxxxxxx-xxxx-xxxx-xxxx-97e4359e57c0 )      Online          HIGH            3.0 TiB 3.0 TiB    10 GiB   0 B             default default default
  xxxxxxxx-xxxx-xxxx-xxxx-19d45b4c541a    Up              0 ( xxxxxxxx-xxxx-xxxx-xxxx-8904cab0e019 )      Online          HIGH            3.0 TiB 3.0 TiB    10 GiB   0 B             default default default

Create your first PVC

For your apps to use persistent volumes powered by Portworx, you must use a StorageClass that references Portworx as the provisioner. Portworx includes a number of default StorageClasses, which you can reference with PersistentVolumeClaims (PVCs) you create. For a more general overview of how storage works within Kubernetes, refer to the Persistent Volumes section of the Kubernetes documentation.

Perform the following steps to create a PVC:

1. Create a PVC referencing the px-csi-db default StorageClass and save the file:

   kind: PersistentVolumeClaim
   apiVersion: v1
   metadata:
       name: px-check-pvc
   spec:
       storageClassName: px-csi-db
       accessModes:
           - ReadWriteOnce
       resources:
           requests:
               storage: 2Gi

2. Run the kubectl apply command to create a PVC:

   kubectl apply -f <your-pvc-name>.yaml

   persistentvolumeclaim/px-check-pvc created

Verify your StorageClass and PVC

1. Enter the kubectl get storageclass command:

   kubectl get storageclass

   NAME                                 PROVISIONER                     RECLAIMPOLICY   VOLUMEBINDINGMODE   ALLOWVOLUMEEXPANSION   AGE
   px-csi-db                            pxd.portworx.com                Delete          Immediate           true                   43d
   px-csi-db-cloud-snapshot             pxd.portworx.com                Delete          Immediate           true                   43d
   px-csi-db-cloud-snapshot-encrypted   pxd.portworx.com                Delete          Immediate           true                   43d
   px-csi-db-encrypted                  pxd.portworx.com                Delete          Immediate           true                   43d
   px-csi-db-local-snapshot             pxd.portworx.com                Delete          Immediate           true                   43d
   px-csi-db-local-snapshot-encrypted   pxd.portworx.com                Delete          Immediate           true                   43d
   px-csi-replicated                    pxd.portworx.com                Delete          Immediate           true                   43d
   px-csi-replicated-encrypted          pxd.portworx.com                Delete          Immediate           true                   43d
   px-db                                kubernetes.io/portworx-volume   Delete          Immediate           true                   43d
   px-db-cloud-snapshot                 kubernetes.io/portworx-volume   Delete          Immediate           true                   43d
   px-db-cloud-snapshot-encrypted       kubernetes.io/portworx-volume   Delete          Immediate           true                   43d
   px-db-encrypted                      kubernetes.io/portworx-volume   Delete          Immediate           true                   43d
   px-db-local-snapshot                 kubernetes.io/portworx-volume   Delete          Immediate           true                   43d
   px-db-local-snapshot-encrypted       kubernetes.io/portworx-volume   Delete          Immediate           true                   43d
   px-replicated                        kubernetes.io/portworx-volume   Delete          Immediate           true                   43d
   px-replicated-encrypted              kubernetes.io/portworx-volume   Delete          Immediate           true                   43d
   stork-snapshot-sc                    stork-snapshot                  Delete          Immediate           true                   43d

   kubectl returns details about the StorageClasses available to you. Verify that px-csi-db appears in the list.

2. Enter the kubectl get pvc command. If this is the only StorageClass and PVC that you've created, you should see only one entry in the output:

   kubectl get pvc <your-pvc-name>

   NAME          STATUS   VOLUME                                     CAPACITY   ACCESS MODES   STORAGECLASS           AGE
   px-check-pvc  Bound    pvc-xxxxxxxx-xxxx-xxxx-xxxx-2377767c8ce0   2Gi        RWO            example-storageclass   3m7s

   kubectl returns details about your PVC if it was created correctly. Verify that the configuration details appear as you intended.