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Deploying CF and Diego to AWS

These instructions allow you to:

  • Provision an AWS account with preliminary resources and secrets,
  • Deploy BOSH to AWS via the v2 BOSH CLI, and
  • Deploy CF and Diego via the deployed BOSH.

Table of Contents

  1. Setting Up the Local Environment
  2. Creating the AWS Environment
  3. Deploying Cloud Foundry
  4. Setup a SQL database for Diego
  5. Deploying Diego

Setting Up the Local Environment

Setting Up Local Dependencies

As part of the deployment process, you must install the following dependencies:

You must also clone the following git repositories from GitHub:

Deployment Directory

The deployment process requires that you create a directory for each deployment which will hold the necessary configuration to deploy BOSH, cf-release, and diego-release.

Base Domain for Deployment

Before proceeding with setup, select a domain name you intend to use for your CF deployment. This domain name will be the base domain for all apps deployed to your Cloud Foundry instance, as well as the base domain for the Cloud Foundry system components. You will later create a Route 53 Hosted Zone for this domain to set up DNS entries for the deployment, so you should make sure you have access at your domain registrar to integrate these DNS settings into your domain.

Exporting Directory Locations and Configuration as Environment Variables

Change into the directory you just created for the deployment and run the following to produce the deployment-env file:

cat <<"EOF" > deployment-env
export DEPLOYMENT_DIR="$(cd $(dirname "$BASH_SOURCE[0]") && pwd)"

export BOSH_DEPLOYMENT_DIR="$HOME/workspace/bosh-deployment"
export CF_RELEASE_DIR="$HOME/workspace/cf-release"
export DIEGO_RELEASE_DIR="$HOME/workspace/diego-release"

export CF_DOMAIN=REPLACE_WITH_DEPLOYMENT_DOMAIN
export STACK_NAME=REPLACE_WITH_STACK_NAME
export gobosh=bosh

echo "DEPLOYMENT_DIR set to '$DEPLOYMENT_DIR'"
echo "BOSH_DEPLOYMENT_DIR set to '$BOSH_DEPLOYMENT_DIR'"
echo "CF_RELEASE_DIR set to '$CF_RELEASE_DIR'"
echo "DIEGO_RELEASE_DIR set to '$DIEGO_RELEASE_DIR'"
echo "CF_DOMAIN set to '$CF_DOMAIN'"
echo "v2 BOSH CLI located at '$(which "${gobosh}")'"
EOF

Edit the deployment-env file to replace REPLACE_WITH_DEPLOYMENT_DOMAIN with the domain selected above and to replace REPLACE_WITH_STACK_NAME with an identifying name to give to the CloudFormation stack. If you have not checked out cf-release and diego-release as subdirectories of ~/workspace, also replace those default locations.

If the v2 BOSH CLI executable is not available on your PATH at bosh, set the gobosh environment variable above to its name or path.

Run source deployment-env to export these variables to your environment. They will be used extensively as $DEPLOYMENT_DIR, $BOSH_DEPLOYMENT_DIR, $CF_RELEASE_DIR, $DIEGO_RELEASE_DIR, $CF_DOMAIN, and $STACK_NAME in commands and references below. The deploy script will also respect the gobosh environment variable to locate the v2 BOSH CLI.

AWS Requirements

Before deploying the BOSH director, you must create the following resources in your AWS account through the AWS console:

IAM User Policy

  1. From the AWS console homepage, click on Identity & Access Management.
  2. Click on the Policies link.
  3. Click on the Create Policy button.
  4. Select Create Your Own Policy.
  5. Enter bosh-aws-policy as the Policy Name.
  6. Enter the following as the Policy Document and click on the Create Policy button:
{
  "Version": "2012-10-17",
    "Statement": [
    {
      "Effect": "Allow",
      "Action": [
        "iam:DeleteServerCertificate",
        "iam:UploadServerCertificate",
        "iam:ListServerCertificates",
        "iam:GetServerCertificate",
        "cloudformation:*",
        "ec2:*",
        "s3:*",
        "vpc:*",
        "elasticloadbalancing:*",
        "route53:*"
      ],
      "Resource": "*"
    }
  ]
}

IAM User

  1. From the AWS console homepage, click on Identity & Access Management.
  2. Click on Users link.
  3. Click on the Create New Users button.
  4. Fill in only one user name.
  5. Make sure that the Generate an access key for each user checkbox is checked and click Create.
  6. Click Download Credentials at the bottom of the screen.
  7. Copy the downloaded credentials.csv file to $DEPLOYMENT_DIR.
  8. Click on the Close link to return to the IAM Users page.
  9. Click on the user that you created.
  10. Click on the Permissions tab.
  11. Click on the Attach Policy button.
  12. Filter for bosh-aws-policy in the filter box
  13. Select bosh-aws-policy and click on the Attach Policy button

AWS keypair for the BOSH director

  1. From the AWS console homepage, click on EC2.
  2. Click on the Key Pairs link in the sidebar, in the Network & Security group.
  3. Click the Create Key Pair button at the top of the page.
  4. When prompted for the key name, enter a name that can be easily referred to later, for example: bosh_keypair.
  5. Make the directory $DEPLOYMENT_DIR/keypair and move the downloaded bosh_keypair.pem key to $DEPLOYMENT_DIR/keypair/id_rsa_bosh.
  6. Change the permissions on the new key file to 600 (rw-------): chmod 600 $DEPLOYMENT_DIR/keypair/id_rsa_bosh.

Route 53 Hosted Zone

  1. From the AWS console homepage, click on Route 53.
  2. Select Hosted zones from the left sidebar.
  3. Click the Create Hosted Zone button.
  4. Fill in the $CF_DOMAIN domain name you chose above for your Cloud Foundry deployment.

If you host this domain at another domain registrar, set the nameservers at that registrar to the DNS servers listed in the NS record in the AWS Hosted Zone.

Deployment Directory Setup

After creating the necessary resources in AWS, you must populate $DEPLOYMENT_DIR in the following format. Each of the files is explained further below.

DEPLOYMENT_DIR
|-(bootstrap_environment)
|-keypair
| |-(id_rsa_bosh)
|-certs
| |-(elb-cfrouter.key)
| |-(elb-cfrouter.pem)
|-ops-files
| |-bosh
|   |-(aws-cpi-version.yml) [OPTIONAL]
|   |-(bosh-version.yml) [OPTIONAL]
|   |-(stemcell.yml) [OPTIONAL]
|-stubs
| |-(domain.yml)
| |-(aws-instance-types.yml) [OPTIONAL]
| |-bosh
| | |-(datadog.yml) [OPTIONAL]
| | |-(domain.yml) [OPTIONAL]
| | |-(vars.yml)
| |-infrastructure
|   |-(availablity_zones.yml)

To create the directories, run the following commands:

cd $DEPLOYMENT_DIR
mkdir -p certs
mkdir -p keypair
mkdir -p ops-files/bosh
mkdir -p stubs/bosh
mkdir -p stubs/infrastructure

bootstrap_environment

This script exports your AWS default region and the access and secret keys of your IAM user as environment variables. Run the following to create a new bootstrap_environment file in $DEPLOYMENT_DIR:

cat <<EOF > $DEPLOYMENT_DIR/bootstrap_environment
export AWS_DEFAULT_REGION=us-east-1
export AWS_ACCESS_KEY_ID=REPLACE_WITH_AKI
export AWS_SECRET_ACCESS_KEY='REPLACE_WITH_SECRET_ACCESS_KEY'
EOF

Next, replace the values prefixed with REPLACE_WITH_ as follows from the values in the credentials.csv file downloaded during creation of the IAM user:

  • For the AWS_ACCESS_KEY_ID variable, replace REPLACE_WITH_AKI with the access key id.
  • For the AWS_SECRET_ACCESS_KEY variable, replace REPLACE_WITH_SECRET_ACCESS_KEY with the secret access key.

Replace the value of AWS_DEFAULT_REGION if you are deploying to a different AWS region.

keypair/id_rsa_bosh

This file is the private key pair generated as the AWS keypair for the BOSH director.

#### certs/elb-cfrouter.key and certs/elb-cfrouter.pem

An SSL certificate for the domain where Cloud Foundry will be accessible is required. If you do not already provide a certificate, you can generate a self-signed certificate following the commands below.

cd $DEPLOYMENT_DIR/certs
openssl genrsa -out elb-cfrouter.key 2048

When prompted for the 'Common Name' in the next command, enter *.$CF_DOMAIN, where $CF_DOMAIN is the value you entered in the hosted zone setup. The other fields can be left blank.

openssl req -new -key elb-cfrouter.key -out elb-cfrouter.csr
openssl x509 -req -in elb-cfrouter.csr -signkey elb-cfrouter.key -out elb-cfrouter.pem

stubs/domain.yml

Run the following command to produce the stubs/domain.yml stub file with the domain you selected above:

cat <<EOF > $DEPLOYMENT_DIR/stubs/domain.yml
---
domain: $CF_DOMAIN
EOF

stubs/aws-instance-types.yml [OPTIONAL]

To override the existing resource pool instance sizes for the CF and Diego VMS, you may optionally create a stubs/aws-instance-types.yml file. For example, to make all CF and Diego VMs use the t2.micro instance type, run the following command:

cat <<EOF > $DEPLOYMENT_DIR/stubs/aws-instance-types.yml
instance_types:
  small: t2.micro
  medium: t2.micro
  large: t2.micro
  runner: t2.micro
  router: t2.micro
  small_errand: t2.micro
  xlarge_errand: t2.micro
  access: t2.micro
  brain: t2.micro
  cc_bridge: t2.micro
  cell: t2.micro
  cell_windows: t2.micro
  database: t2.micro
  route_emitter: t2.micro
EOF

If this file does not exist, the default sizes will be used. If the file does exist, but not all types are provided, the default sizes will be used for anything not explicitly overridden. Note: this file needs to be created before deploy_aws_environment script described below is run.

stubs/infrastructure/availability_zones.yml

Run the following to produce the stubs/infrastructure/availability_zones.yml file, which defines the three availability zones to host your Cloud Foundry deployment.

cat <<EOF > $DEPLOYMENT_DIR/stubs/infrastructure/availability_zones.yml
---
meta:
  availability_zones:
  - us-east-1a
  - us-east-1c
  - us-east-1d
EOF

If you wish to use different availability zones, or to assign them a different order, edit this file to replace them. Note that these availability zones must be located in the AWS region specified in the bootstrap_environment file.

Note: These zones could become restricted by AWS. If at some point during the deploy_aws_cli script and you see an error similar to the following message:

Value (us-east-1b) for parameter availabilityZone is invalid Subnets can currently only be created in the following availability zones: us-east-1d, us-east-1c, us-east-1a, us-east-1e

then update this file with acceptable availability zone values.

stubs/bosh/vars.yml

To configure the SSH keypair and director name used for the BOSH deployment, run the following:

cat <<EOF > $DEPLOYMENT_DIR/stubs/bosh/vars.yml
---
default_key_name: REPLACE_WITH_BOSH_SSH_KEYPAIR_NAME
director_name: REPLACE_WITH_DIRECTOR_NAME
EOF

Next, edit this file to replace REPLACE_WITH_BOSH_SSH_KEYPAIR_NAME with the name of the keypair created on AWS keypair for the BOSH director and to replace REPLACE_WITH_DIRECTOR_NAME with the desired name for the director.

stubs/bosh/datadog.yml [OPTIONAL]

To configure BOSH to report instance and deployment metrics to Datadog, run the following:

cat <<EOF > $DEPLOYMENT_DIR/stubs/bosh/datadog.yml
---
datadog_api_key: REPLACE_WITH_DATADOG_API_KEY
datadog_application_key: REPLACE_WITH_DATADOG_APPLICATION_KEY
EOF

Next, edit the resulting file to replace the REPLACE_ placeholder values with a Datadog API key and application key.

stubs/bosh/domain.yml [OPTIONAL]

To use a DNS name to access the BOSH director, run the following:

cat <<EOF > $DEPLOYMENT_DIR/stubs/bosh/domain.yml
---
director_domain: REPLACE_WITH_DIRECTOR_DOMAIN_NAME
EOF

Next, edit the resulting file to replace the REPLACE_WITH_DIRECTOR_DOMAIN_NAME value with the desired domain name. This domain name will be used in the director's certificate for TLS communication.

ops-files/bosh/aws-cpi-version.yml [OPTIONAL]

Run the following to use a different version of the AWS CPI than the one in the bosh-deployment repository. Final releases for the bosh-aws-cpi release can be found on bosh.io.

cat <<EOF > $DEPLOYMENT_DIR/ops-files/bosh/aws-cpi-version.yml
---
- type: replace
  path: /releases/name=bosh-aws-cpi/url
  value: REPLACE_WITH_URL_TO_BOSH_AWS_CPI_BOSH_RELEASE

- type: replace
  path: /releases/name=bosh-aws-cpi/sha1
  value: REPLACE_WITH_SHA1_OF_BOSH_AWS_CPI_BOSH_RELEASE

- type: replace
  path: /releases/name=bosh-aws-cpi/version
  value: REPLACE_WITH_VERSION_OF_BOSH_AWS_CPI_BOSH_RELEASE
EOF

Next, edit the resulting file to replace the REPLACE_ placeholder values. For example:

---
- type: replace
  path: /releases/name=bosh-aws-cpi/url
  value: https://bosh.io/d/github.com/cloudfoundry-incubator/bosh-aws-cpi-release?v=62

- type: replace
  path: /releases/name=bosh-aws-cpi/sha1
  value: f36967927ceae09e5663a41fdda199edfe649dc6

- type: replace
  path: /releases/name=bosh-aws-cpi/version
  value: 62

ops-files/bosh/bosh-version.yml [OPTIONAL]

Run the following to use a different version of BOSH than the one in the bosh-deployment repository. Final releases for the bosh release can be found here.

cat <<EOF > $DEPLOYMENT_DIR/ops-files/bosh/bosh-version.yml
---
- type: replace
  path: /releases/name=bosh/url
  value: REPLACE_WITH_URL_TO_BOSH_RELEASE

- type: replace
  path: /releases/name=bosh/sha1
  value: REPLACE_WITH_SHA1_OF_BOSH_RELEASE
EOF

Next, edit the resulting file to replace the REPLACE_ placeholder values. For example:

---
- type: replace
  path: /releases/name=bosh/url
  value: https://s3.amazonaws.com/bosh-compiled-release-tarballs/release-bosh-260-on-ubuntu-trusty-stemcell-3312.12-20161220201002.tgz

- type: replace
  path: /releases/name=bosh/sha1
  value: bc569944975482889084addda9be36fca8dafad2

ops-files/bosh/stemcell.yml [OPTIONAL]

Run the following to use a different version of the AWS HVM stemcell than the one in the bosh-deployment repository:

cat <<EOF > $DEPLOYMENT_DIR/ops-files/bosh/stemcell.yml
---
- type: replace
  path: /resource_pools/name=vms/stemcell/url
  value: REPLACE_WITH_URL_TO_BOSH_AWS_HVM_STEMCELL

- type: replace
  path: /resource_pools/name=vms/stemcell/sha1
  value: REPLACE_WITH_SHA1_OF_BOSH_AWS_HVM_STEMCELL
EOF

Next, select an AWS Xen-HVM Light stemcell and replace the REPLACE_WITH_ values with the URL and SHA1 checksum. For example:

---
- type: replace
  path: /resource_pools/name=vms/stemcell/url
  value: https://bosh.io/d/stemcells/bosh-aws-xen-hvm-ubuntu-trusty-go_agent?v=3312.12

- type: replace
  path: /resource_pools/name=vms/stemcell/sha1
  value: 336160ec113edf6f019f997ead2ee586ac716ae6

Additional Ops Files [OPTIONAL]

Any other files in the $DEPLOYMENT_DIR/ops-files/bosh directory will be applied to the BOSH deployment manifest as ops-files when it is generated. If those ops files require additional variables, they can be specified as additional entries in the vars.yml file above.

Configuring Security

In order to secure your Cloud Foundry deployment properly, you must generate SSL certificates and keys to secure traffic between components.

The CF and Diego release repositories provide scripts to generate the necessary SSL certificates.

  1. To generate certificates for consul and cloud controller run:
cd $DEPLOYMENT_DIR/certs
$CF_RELEASE_DIR/scripts/generate-cf-diego-certs
$CF_RELEASE_DIR/scripts/generate-consul-certs
  1. To generate certificates for uaa run:
pushd $CF_RELEASE_DIR
  ./scripts/generate-uaa-certs
  mv uaa-certs/ $DEPLOYMENT_DIR/certs/
popd

pushd $DIEGO_RELEASE_DIR
  ./scripts/generate-uaa-saml-certs   # output will be in diego-certs/uaa-saml-certs
  mv diego-certs/uaa-saml-certs/saml.* $DEPLOYMENT_DIR/certs/uaa-certs/
popd
  1. To generate certificates for loggregator run:
$CF_RELEASE_DIR/scripts/generate-loggregator-certs $DEPLOYMENT_DIR/certs/cf-diego-certs/cf-diego-ca.crt $DEPLOYMENT_DIR/certs/cf-diego-certs/cf-diego-ca.key

pushd $CF_RELEASE_DIR
  $CF_RELEASE_DIR/scripts/generate-statsd-injector-certs $DEPLOYMENT_DIR/certs/loggregator-certs/loggregator-ca.crt $DEPLOYMENT_DIR/certs/loggregator-certs/loggregator-ca.key
  mv $CF_RELEASE_DIR/statsd-injector-certs $DEPLOYMENT_DIR/certs
popd
  1. To generate certificates for BBS servers and CC bridge jobs in the Diego deployment, run:
$DIEGO_RELEASE_DIR/scripts/generate-diego-certs $DEPLOYMENT_DIR/certs/cf-diego-certs
mv $DIEGO_RELEASE_DIR/diego-certs/* $DEPLOYMENT_DIR/certs

After running these scripts, you should see the following files in $DEPLOYMENT_DIR/certs:

DEPLOYMENT_DIR/certs
|- auctioneer-certs       # generated via diego-release/scripts/generate-diego-certs
|  |- client.crt
|  |- client.key
|  |- server.crt
|  |- server.key
|- bbs-certs              # generated via diego-release/scripts/generate-diego-certs
|  |- client.crt
|  |- client.key
|  |- server.crt
|  |- server.key
|- cc-uploader-certs      # generated via diego-release/scripts/generate-diego-certs
|  |- cc
|  |  |- client.crt
|  |  |- client.key
|  |- server.crt
|  |- server.key
|- cf-diego-certs         # generated via cf-release/scripts/generate-cf-diego-certs
|  |- cf-diego-ca.crt
|  |- cf-diego-ca.key
|  |- cloud-controller.crt
|  |- cloud-controller.key
|- consul-certs           # generated via cf-release/scripts/generate-consul-certs
|  |- agent.crt
|  |- agent.key
|  |- server-ca.crt
|  |- server-ca.key
|  |- server.crt
|  |- server.key
|- locket-certs           # generated via diego-release/scripts/generate-diego-certs
|  |- server.crt
|  |- server.key
|- loggregator-certs      # generated via cf-release/scripts/generate-loggregator-certs & cf-syslog-drain-release/scripts/generate-certs
|  |- loggregator-ca.crt
|  |- loggregator-ca.key
|  |- trafficcontroller.crt
|  |- trafficcontroller.key
|  |- doppler.crt
|  |- doppler.key
|  |- metron.crt
|  |- metron.key
|  |- reverselogproxy.crt
|  |- reverselogproxy.key
|  |- ss-adapter.crt
|  |- ss-adapter.key
|  |- ss-adapter-rlp.crt
|  |- ss-adapter-rlp.key
|  |- ss-scheduler-api.crt
|  |- ss-scheduler-api.key
|  |- ss-scheduler.crt
|  |- ss-scheduler.key
|  |- syslogdrainbinder.crt
|  |- syslogdrainbinder.key
|- rep-certs              # generated via diego-release/scripts/generate-diego-certs
|  |- client.crt
|  |- client.key
|  |- server.crt
|  |- server.key
|- statsd-injector-certs  # generated via cf-release/scripts/generate-statsd-injector-certs
|  |- statsdinjector.crt
|  |- statsdinjector.key
|- tps-certs              # generated via diego-release/scripts/generate-diego-certs
|  |- client.crt
|  |- client.key
|- uaa-certs
|  |- saml.crt            # generated via diego-release/scripts/generate-uaa-saml-certs
|  |- saml.key
|  |- saml.key.password
|  |- server.crt          # generated via cf-release/scripts/generate-uaa-certs
|  |- server.key

You can ignore any files with a crl or csr extension.

  • The certificates in auctioneer-certs are used to secure communication between the BBS and the Auctioneer.
  • The certificates in bbs-certs are used to set TLS properties on the BBS API servers.
  • The certificates in cc-uploader-certs are used to set TLS properties for the CC-Uploader component on the CC-Bridge.
  • The certificates in cf-diego-certs are used to set TLS properties for communication between CF and Diego.
  • The certificates in consul-certs are used to set TLS properties for the Consul servers and agents.
  • The certificates in locket-certs are used to set TLS properties on the Locket API servers.
  • The certificates in loggregator-certs and statsd-injector-certs are used to set TLS properties for the Loggregator subsystem.
  • The certificates in rep-certs are used to secure communication between the Auctioneer, the BBS, and the Cell Rep.
  • The certificates in tps-certs are used to set TLS properties for the TPS-Watcher component on the CC-Bridge.
  • The certificates in uaa-certs are used to set TLS properties for the UAA subsystem.

Generating SSH Proxy Host Key and Fingerprint

To enable SSH access to CF instances running on Diego, generate a host key and fingerprint for the SSH proxy as follows, entering an empty string for the passphrase when prompted:

ssh-keygen -f $DEPLOYMENT_DIR/keypair/ssh-proxy-host-key.pem

If the local ssh-keygen supports the -E flag, as it does on OS X 10.11 El Capitan or Ubuntu 16.04 Xenial Xerus, generate the MD5 fingerprint of the public host key as follows:

ssh-keygen -lf $DEPLOYMENT_DIR/keypair/ssh-proxy-host-key.pem.pub -E md5 | cut -d ' ' -f2 | sed 's/MD5://g' > $DEPLOYMENT_DIR/keypair/ssh-proxy-host-key-fingerprint

Otherwise, generate the MD5 fingerprint as follows:

ssh-keygen -lf $DEPLOYMENT_DIR/keypair/ssh-proxy-host-key.pem.pub | cut -d ' ' -f2 > $DEPLOYMENT_DIR/keypair/ssh-proxy-host-key-fingerprint

The ssh-proxy-host-key.pem file contains the PEM-encoded private host key for the Diego manifest, and the ssh-proxy-host-key-fingerprint file contains the MD5 fingerprint of the public host key. You will later copy these values into stubs for generating the CF and Diego manifests.

Generating UAA Private/Public Keys

UAA requires an RSA keypair for its configuration. Generate one as follows, entering an empty string for the passphrase when prompted:

ssh-keygen -t rsa -b 4096 -f $DEPLOYMENT_DIR/keypair/uaa
openssl rsa -in $DEPLOYMENT_DIR/keypair/uaa -pubout > $DEPLOYMENT_DIR/keypair/uaa.pub

Creating the AWS environment

To create the AWS environment and two VMs essential to the Cloud Foundry infrastructure, run ./deploy_aws_environment create-stack deploy-bosh "$BOSH_DEPLOYMENT_DIR" "$DEPLOYMENT_DIR" "$STACK_NAME" from the directory containing these instructions ($DIEGO_RELEASE_DIR/examples/aws). This process may take up to 30 minutes.

cd "$DIEGO_RELEASE_DIR/examples/aws"
./deploy_aws_environment create-stack deploy-bosh "$BOSH_DEPLOYMENT_DIR" "$DEPLOYMENT_DIR" "$STACK_NAME"

The ./deploy_aws_environment script takes five required arguments:

  • The first argument is one of three directives, which you'll need if our script doesn't succeed the first time:

    • create-stack creates an AWS CloudFormation stack based off of the stubs filled out above.
    • update-stack updates the CloudFormation stack. Run the script with this command after changing the stubs in $DEPLOYMENT_DIR/stubs/infrastructure, or after an update to this example directory. If there are no changes to the stack, instead run the skip-stack command below, as otherwise the script will fail.
    • skip-stack upgrades the BOSH director without affecting the CloudFormation stack.
  • The second argument is the action to take on the BOSH deployment:

    • deploy-bosh uses the BOSH CLI to deploy a new or to re-deploy an existing BOSH director.
    • skip-bosh leaves the existing BOSH director deployment unchanged.
  • The third argument is the absolute path to $BOSH_DEPLOYMENT_DIR, the local directory containing the bosh-deployment repository.

  • The fourth argument is the absolute path to $DEPLOYMENT_DIR, the directory containing the configuration files discussed above.

  • The fifth argument is the name for the CloudFormation stack that the script creates or updates.

The deployment process generates a collection of stubs, in the following directory structure. Some of the stubs start with the line GENERATED: NO TOUCHING, and are not intended for hand-editing.

DEPLOYMENT_DIR
|-stubs
| |- director-uuid.yml # the unique id of the BOSH director
| |- aws-resources.yml  # general metadata about the CloudFormation stack
| |-bosh
| | |- aws.yml # AWS resource information for the BOSH deployment
| |-cf
| | |- stub.yml # networks, zones, s3 buckets for the Cloud Foundry deployment
| | |- properties.yml # consul configuration and shared secrets
| | |- domain.yml # domain
| |-diego
| | |- property-overrides.yml # stub to parametrize with Diego manifest property overrides
| | |- iaas-settings.yml # networks, zones for the Diego deployment
| |-diego-windows
| | |- iaas-settings.yml #networks, zones for the Diego Windows deployment
| |-infrastructure
|   |- certificates.yml # certificates for the cfrouter ELB
|   |- cloudformation.json # CloudFormation JSON deployed to AWS
|-deployments
| |-bosh
|   |- bosh.yml # BOSH director deployment
|   |- creds.yml # auto-generated credentials and other variables

stubs/cf/stub.yml

The ./deploy_aws_environment script generates a partial stub for your Cloud Foundry deployment. It is a generated stub that contains information specific to the AWS CloudFormation stack and should not be edited manually.

stubs/cf/properties.yml

The ./deploy_aws_environment script copies another partial stub for your Cloud Foundry deployment. This stub is intended to be editied, as describes in more detail in the Manifest Generation section.

stubs/diego/property-overrides.yml

This stub will be used as part of Diego manifest generation and was constructed from your deployed AWS infrastructure, as well as our default template. This stub provides the skeleton for the certificates generated in the Configuring Security section, as well as for setting the log levels of components.

stubs/diego/iaas-settings.yml

This stub is used during Diego manifest generation. It contains settings specific to your AWS environment.

stubs/diego-windows/iaas-settings.yml

This stub is used during Diego Windows Cells manifest generation. It contains settings specific to your AWS environment.

Set up Public DNS for BOSH Director (optional)

For your BOSH director to be accessible on the Internet via DNS using the Route 53 hosted zone created above, perform the following steps:

  1. From the EC2 dashboard, obtain the public IP address of the bosh/0 BOSH director instance.
  2. Click on the Route53 link on the AWS console.
  3. Click the Hosted Zones link.
  4. Click on the hosted zone created earlier.
  5. Click the Create Record Set button.
  6. Enter bosh for the Name.
  7. Change the Type to A - IPv4 address if it is not already set to that type.
  8. Enter the public IP address of the BOSH director for the value.
  9. Click the Create button.

Deploying Cloud Foundry

Manifest Generation

To deploy Cloud Foundry, you need a stub similar to the one from the Cloud Foundry Documentation. The generated stub $DEPLOYMENT_DIR/stubs/cf/stub.yml already has some of these properties filled out for you. The stub $DEPLOYMENT_DIR/stubs/cf/properties.yml contains some additional placeholder properties that you must specify. For more information on stubs for Cloud Foundry manifest generation, please refer to the documentation here.

Diego Stub for CF

The default deployment configuration from the manifest-generation scripts in cf-release omits some instances and properties that Diego depends on. It also includes some instances and properties that are unnecessary for a deployment with Diego as the only container runtime. Including $DIEGO_RELEASE_DIR/examples/aws/stubs/cf/diego.yml in the list of stubs when generating the Cloud Foundry manifest will configure these instance counts and properties correctly.

Fill in Properties Stub

In order to correctly generate a manifest for the Cloud Foundry deployment, you must replace certain values in the provided $DEPLOYMENT_DIR/stubs/cf/properties.yml. Replace all the values that are prefixed with REPLACE_WITH_.

Note: If you did not generate a self-signed certificate for the CF Router ELB and are instead using a certificate signed by a trusted certificate authority, change the value of properties.ssl.skip_cert_verify from true to false.

If you also wish to change the instance counts for the jobs in the CF deployment, add those different counts to this stub. These counts will override the counts set in the $DIEGO_RELEASE_DIR/examples/aws/stubs/cf/diego.yml if using the command below to generate the manifest.

Enable Volume Services (experimental) (optional)

If you wish to enable volume services add the following property to the cc section of $DEPLOYMENT_DIR/stubs/cf/properties.yml:

cc:
  ...
  volume_services_enabled: true

Generate the CF deployment manifest

After following the instructions to fill out the placeholder values in the DEPLOYMENT_DIR/stubs/cf/stub.yml stub, run the following to generate the Cloud Foundry manifest:

cd $CF_RELEASE_DIR
./scripts/generate_deployment_manifest aws \
  $DEPLOYMENT_DIR/stubs/director-uuid.yml \
  $DIEGO_RELEASE_DIR/examples/aws/stubs/cf/diego.yml \
  $DEPLOYMENT_DIR/stubs/cf/properties.yml \
  $DEPLOYMENT_DIR/stubs/cf/stub.yml \
  > $DEPLOYMENT_DIR/deployments/cf.yml

Target the BOSH Director

Target the BOSH director using either the public IP address or the Route53 record created earlier. The public IP address can be obtained from either the $DEPLOYMENT_DIR/stubs/aws-resources.yml under Resources.EIP.BoshInit or from the EC2 dashboard in the AWS console.

bosh target bosh.$CF_DOMAIN

When prompted for the username and password, provide the credentials set in the $DEPLOYMENT_DIR/stubs/bosh-init/users.yml stub.

Upload the BOSH Stemcell

Upload the lastest BOSH stemcell for AWS to the bosh director. You can find the latest stemcell here.

bosh upload stemcell /path/to/stemcell

Create and Upload the CF Release

In order to deploy CF, create and upload the release to the director using the following commands:

cd $CF_RELEASE_DIR
bosh --parallel 10 create release
bosh upload release

Deploy

Set the CF deployment manifest and deploy with the following commands:

bosh deployment $DEPLOYMENT_DIR/deployments/cf.yml
bosh deploy

From here, follow the documentation on deploying a Cloud Foundry with BOSH. Depending on the size of the deployment and the time required for package compilation, the initial deploy can take many minutes or hours.

Setup a SQL database for Diego

These instructions configure Diego to use a relational database as the backing data store using one of the following methods:

Setup AWS RDS MySQL

The instructions below describe how to set up a MariaDB RDS instance that is known to work with Diego.

  1. From the AWS console homepage, click on RDS in the Database section.
  2. Click on Launch DB Instance under Instances.
  3. Click on the MariaDB tab and click the Select button.
  4. Select Production or Dev/Test version of MariaDB depending on your use case and click the Next Step button.
  5. Select the DB Instance Class required. For performance testing the Diego team uses db.m4.4xlarge.
  6. Optionally tune the other parameters based on your deployment requirements.
  7. Provide a unique DB Instance Identifier. This identifier can be arbitrary, as is not used directly in the Diego configuration below.
  8. Choose and confirm a master username and password, and record them for later use in the Diego-SQL stub.
  9. Click Next Step.
  10. Select the VPC created during the bosh-init steps above.
  11. Select No for the Publicly Accessible option.
  12. Select the VPC Security Group matching *-InternalSecurityGroup-*.
  13. Choose a Database Name (for example, diego).
  14. Click Launch DB Instance.
  15. Wait for the Instance to be available.

Configuring SSL

In order to configure SSL for RDS you need to download the ca cert bundle from AWS. This can be done by:

curl -o $DEPLOYMENT_DIR/certs/rds-combined-ca-bundle.pem http://s3.amazonaws.com/rds-downloads/rds-combined-ca-bundle.pem

The contents of this file will be supplied in the sql_overrides.bbs.ca_cert and sql_overrides.locket.ca_cert fields in the Diego-SQL stub below.

Setup AWS RDS PostgreSQL

To setup a PostgreSQL instance on RDS in AWS, follow the instructions above describing the setup of a MySQL AWS RDS instance, but select the PostgreSQL tab instead of the MariaDB tab in step 3. Make sure to pick a version of PostgreSQL that is 9.4 or higher.

Deploy Standalone CF-MySQL

The CF-MySQL release can be deployed in a few different modes and configurations. All configurations have the same starting steps:

  1. Edit or create $DEPLOYMENT_DIR/stubs/aws-instance-types.yml to optionally have the following:

    instance_types:
      mysql_database: m3.medium # replace with the instance type of the mysql database
      mysql_proxy: m3.medium # replace with the instance type of the mysql proxy
      mysql_persistent_disk_iops: 1000 # Only set this value if the disk_type is io1
      mysql_persistent_disk_type: gp2 # replace with the disk type of the mysql database
  2. Clone the cf-mysql-deployment release-candidate branch:

    cd $HOME/workspace
    git clone -b release-candidate https://github.com/cloudfoundry/cf-mysql-deployment
    export CF_MYSQL_DEPLOYMENT_DIR=$HOME/workspace/cf-mysql-deployment
  3. Edit the $DEPLOYMENT_DIR/stubs/cf-mysql/mysql-overrides-ops.yml generated by the deploy_aws_environment script to rename the CF-MySQL deployment:

    - type: replace
      path: /name
      value: "REPLACE_WITH_CF_MYSQL_DEPLOYMENT_NAME"
  4. Set the Consul IP addresses and encryption keys in $DEPLOYMENT_DIR/stubs/cf-mysql/mysql-overrides-ops.yml:

    - type: replace
      path: /instance_groups/name=proxy/jobs/name=consul_agent/properties?/consul/encrypt_keys
      value:
        REPLACE_WITH_CONSUL_ENCRYPT_KEYS
    - type: replace
      path: /instance_groups/name=proxy/jobs/name=consul_agent/properties?/consul/agent/servers/lan
      value:
        REPLACE_WITH_CONSUL_SERVER_IPS

The Consul IP addresses can be found by running bosh vms | grep consul or by inspecting the static IP addresses in the consul_z1 and consul_z2 jobs in the CF manifest.

  1. Edit the database passwords in $DEPLOYMENT_DIR/stubs/cf-mysql/mysql-overrides-ops.yml:
    - type: replace
      path: /properties/cf_mysql/mysql/seeded_databases?
      value:
        - name: diego
          username: diego
          password: REPLACE_ME_WITH_DIEGO_DB_PASSWORD
        - name: locket
          username: locket
          password: REPLACE_ME_WITH_LOCKET_DB_PASSWORD

After that you can deploy the CF-MySQL release in either mode:

Migrating from pervious CF-MySQL deployments

If you have used the old style manifest generation, then you will have to follow the steps in cf-mysql-deployment to update to the new cf-mysql-deployment style.

Single Node CF-MySQL

  1. Add the following to $DEPLOYMENT_DIR/stubs/cf-mysql/mysql-overrides-ops.yml:

    - type: replace
      path: /instance_groups/name=proxy/instances?
      value: 0
    - type: replace
      path: /instance_groups/name=arbitrator/instances?
      value: 0
    - type: replace
      path: /instance_groups/name=mysql/instances?
      value: 1

Highly Available CF-MySQL

No changes are required since the default manifest deploys highly available CF-MySQL

Deploying CF-MySQL

  1. Update the cloud config (generated by deploy_aws_environment):
bosh update-cloud-config $DEPLOYMENT_DIR/stubs/cloud-config.yml
  1. Deploy:

    bosh -d <replace-with-cf-mysql-deployment-name> deploy \
      $CF_MYSQL_DEPLOYMENT_DIR/cf-mysql-deployment.yml \
      --vars-file $DEPLOYMENT_DIR/stubs/cf-mysql/consul-secrets.yml \
      --vars-store $DEPLOYMENT_DIR/deployments/cf-mysql-vars.yml \
      -o $CF_MYSQL_DEPLOYMENT_DIR/operations/proxy-consul.yml \
      -o $DEPLOYMENT_DIR/stubs/cf-mysql/mysql-overrides-ops.yml --no-redact

NOTE: This command will create the $DEPLOYMENT_DIR/deployments/cf-mysql-vars.yml file and store generated credentials in it, so make sure you commit this file.

Use the PostgreSQL job from CF-Release

The PostgreSQL job in CF Release can be used as the database for Diego. Replace REPLACE_ME_WITH_DIEGO_DB_PASSWORD & REPLACE_ME_WITH_LOCKET_DB_PASSWORD in your stubs/cf/properties.yml with your desired password, and configure Diego to use this database.

databases:
  ...
  roles:
    ...
    - name: diego
      password: REPLACE_ME_WITH_DIEGO_DB_PASSWORD
    - name: locket
      password: REPLACE_ME_WITH_LOCKET_DB_PASSWORD

Deploy Diego

Fill in Diego-SQL stub

To configure Diego to communicate with the SQL instance, first create a Diego-SQL stub file at $DEPLOYMENT_DIR/stubs/diego/diego-sql.yml with the following contents:

sql_overrides:
  bbs:
    db_driver: <driver>
    db_host: <sql-instance-endpoint>
    db_port: <port>
    db_username: diego
    db_password: <REPLACE_ME_WITH_DIEGO_DB_PASSWORD>
    db_schema: diego
    max_open_connections: 500
    require_ssl: null
    ca_cert: null
  locket:
    db_driver: <driver>
    db_host: <sql-instance-endpoint>
    db_port: <port>
    db_username: <locket-db-username>
    db_password: <REPLACE_ME_WITH_LOCKET_DB_PASSWORD>
    db_schema: <locket-db-schema>
    require_ssl: null
    ca_cert: null

Fill in the bracketed parameters in the db_driver, db_host, db_port and db_password for both bbs and locket with the following values:

  • <driver> could be either mysql or postgres depending on the flavor of your backing data store.
  • For AWS RDS:
    • The endpoint displayed at the top of the DB instance would replace <sql-instance-endpoint> in details page
    • <port> will take on the value of the port for the given DB instance.
  • For Standalone CF-MySQL:
    • If configuring a Single Node CF-MySQL, <sql-instance-endpoint> would be the internal IP address and <port> would take on the port of the single MySQL node.
    • If configuring an Highly Available CF-MySQL with Consul use the consul service address (e.g. mysql.service.cf.internal for <sql-instance-endpoint> and 3306 for <port>).
  • <REPLACE_ME_WITH_DIEGO_DB_PASSWORD>: The password chosen when you created the Diego database.
  • <REPLACE_ME_WITH_LOCKET_DB_PASSWORD>: The password chosen when you created the Locket database.

SSL support

Note: The sql_overrides.bbs.ca_cert, sql_overrides.bbs.require_ssl, sql_overrides.locket.ca_cert, and sql_overrides.locket.require_ssl properties should be provided only when deploying with an SSL-supported MySQL cluster. Set the require_ssl property to true to ensure that the BBS and/or Locket uses SSL to connect to the store, and set the ca_cert property to the contents of a certificate bundle containing the correct CA certificates to verify the certificate that the SQL server presents.

If enabling SSL for an RDS database, include the contents of $DEPLOYMENT_DIR/certs/rds-combined-ca-bundle.pem as the value of the ca_cert property:

sql_overrides:
  bbs:
    ca_cert: |
      REPLACE_WITH_CONTENTS_OF_(DEPLOYMENT_DIR/certs/rds-combined-ca-bundle.pem)
  locket:
    ca_cert: |
      REPLACE_WITH_CONTENTS_OF_(DEPLOYMENT_DIR/certs/rds-combined-ca-bundle.pem)

Verifying data migration

Follow steps in Migration of BBS Data from etcd to SQL to verify that the migration ran successfully.

Create and Upload Volume Driver Release (experimental) (optional)

If you enabled volume services, create and upload your Driver's bosh release.

If you would like to use the cephdriver that we use for testing and development then you may use this repo.

Deploying Diego

After deploying Cloud Foundry, you can now deploy Diego.

Fill in the Property-Overrides Stub

To generate a manifest for the Diego deployment, replace the properties in the $DEPLOYMENT_DIR/stubs/diego/property-overrides.yml file that are prefixed with REPLACE_WITH_.

Here is a summary of the properties that must be changed:

  • Replace all instances of REPLACE_WITH_ACTIVE_KEY_LABEL with the desired key name (for example, key-a).
  • Replace REPLACE_WITH_A_SECURE_PASSPHRASE with a unique passphrase associated with the active key label.

Component log levels and other deployment properties may also be overridden in this stub file.

This stub file also contains the contents of the BBS, and SSH-Proxy certificates and keys generated above. If those files are regenerated, the deploy_aws_environment script will update the property-overrides stub with their new contents.

Edit the Instance-Count-Overrides Stub

Copy the example stub to $DEPLOYMENT_DIR/stubs/diego/instance-count-overrides.yml:

cp $DIEGO_RELEASE_DIR/examples/aws/stubs/diego/instance-count-overrides-example.yml $DEPLOYMENT_DIR/stubs/diego/instance-count-overrides.yml

Edit that file to change the instance counts of the deployed Diego VMs.

Edit the Release-Versions Stub

Copy the example release-versions stub to the correct location:

cp $DIEGO_RELEASE_DIR/examples/aws/stubs/diego/release-versions.yml $DEPLOYMENT_DIR/stubs/diego/release-versions.yml

Edit it to fix the versions of the diego, garden-runc, and cflinuxfs2 releases in the Diego deployment, instead of using the latest versions uploaded to the BOSH director.

For example, to use version 1.0.0 of garden-runc-release, edit the stub to read:

release-versions:
  diego: latest
  cflinuxfs2-rootfs: latest
  garden-runc: 1.0.0

Fill in Drivers Stub (experimental) (optional)

If you enabled volume services, follow these directions to fill in the drivers Stub with your driver configuration.

Generate the Diego manifest

See the full manifest generation documentation for more generation instructions. Remember that the -n instance-count-overrides flag and the -v release-versions flags are optional. If using a non-standard deployment (SQL, Volume Drivers, etc) follow the generate the Diego manifest optional instructions.

cd $DIEGO_RELEASE_DIR
./scripts/generate-deployment-manifest \
  -c $DEPLOYMENT_DIR/deployments/cf.yml \
  -i $DEPLOYMENT_DIR/stubs/diego/iaas-settings.yml \
  -p $DEPLOYMENT_DIR/stubs/diego/property-overrides.yml \
  -n $DEPLOYMENT_DIR/stubs/diego/instance-count-overrides.yml \
  -v $DEPLOYMENT_DIR/stubs/diego/release-versions.yml \
  -s $DEPLOYMENT_DIR/stubs/diego/diego-sql.yml \
  > $DEPLOYMENT_DIR/deployments/diego.yml

Remove Colocated Diego etcd [optional]

The manifest generated above leaves etcd colocated with the BBS servers on the Diego database_zN instances, so that existing data in etcd can be migrated to the SQL database. Once that data is migrated successfully, though, there is no reason to keep etcd in the deployment, and you may specify the -x flag on the manifest-generation script to remove it:

cd $DIEGO_RELEASE_DIR
./scripts/generate-deployment-manifest \
  -c $DEPLOYMENT_DIR/deployments/cf.yml \
  -i $DEPLOYMENT_DIR/stubs/diego/iaas-settings.yml \
  -p $DEPLOYMENT_DIR/stubs/diego/property-overrides.yml \
  -n $DEPLOYMENT_DIR/stubs/diego/instance-count-overrides.yml \
  -v $DEPLOYMENT_DIR/stubs/diego/release-versions.yml \
  -s $DEPLOYMENT_DIR/stubs/diego/diego-sql.yml \
  -x \
  > $DEPLOYMENT_DIR/deployments/diego.yml

Upload garden-runc and cflinuxfs2-rootfs releases

  1. Upload the latest garden-runc-release:

    bosh upload release https://bosh.io/d/github.com/cloudfoundry/garden-runc-release

    To upload a specific version of garden-runc-release, or to download the release locally before uploading it, please consult directions at bosh.io.

  2. Upload the latest cflinuxfs2-release:

    bosh upload release https://bosh.io/d/github.com/cloudfoundry/cflinuxfs2-release

    To upload a specific version of cflinuxfs2-release, or to download the release locally before uploading it, please consult directions at bosh.io.

Deploy Diego

As with the Cloud Foundry deployment, once the Diego manifest is generated, you need to create the Diego release, upload it to the BOSH director, and deploy Diego:

bosh deployment $DEPLOYMENT_DIR/deployments/diego.yml
cd $DIEGO_RELEASE_DIR
bosh --parallel 10 create release --force
bosh upload release
bosh deploy

Deploy Diego Windows Cells (optional)

To deploy a set of Diego cells using garden-windows, follow the directions in Setup Garden Windows for Diego.