Gloo Mesh deploys alongside your Istio installations in single or multicluster environments, and gives you instant insights into your Istio environment through a custom dashboard. In a multicluster setup, you deploy the Gloo management plane into a dedicated management cluster, and the Gloo data plane into one or more workload clusters that run Istio service meshes.

You can follow this guide to quickly install Gloo Mesh (OSS APIs) with default values, or customize settings for an advanced Gloo Mesh (OSS APIs) installation. To learn more about the benefits and architecture of Gloo Mesh (OSS APIs), see About.

Install Gloo Mesh (OSS APIs) with meshctl

Use default values provided by the meshctl CLI installation profiles to quickly deploy Gloo Mesh (OSS APIs) alongside your service mesh.

Before you begin

  1. Install the following command-line (CLI) tools.

    • helm, the Kubernetes package manager.
    • kubectl, the Kubernetes command line tool. Download the kubectl version that is within one minor version of the Kubernetes clusters you plan to use.
    • meshctl, the Solo command line tool.
        curl -sL https://run.solo.io/meshctl/install | GLOO_MESH_VERSION=v2.11.0 sh -
export PATH=$HOME/.gloo-mesh/bin:$PATH

  2. Create or use at least two existing Kubernetes clusters. The instructions in this guide assume one management cluster and two workload clusters.

    • The cluster name must be alphanumeric with no special characters except a hyphen (-), lowercase, and begin with a letter (not a number) to follow the Kubernetes DNS label standard.

  3. Set the names of your clusters from your infrastructure provider. If your clusters have different names, specify those names instead.

      export MGMT_CLUSTER=mgmt
export REMOTE_CLUSTER1=cluster1
export REMOTE_CLUSTER2=cluster2
  4. Save the kubeconfig contexts for your clusters. Run kubectl config get-contexts, look for your cluster in the CLUSTER column, and get the context name in the NAME column. Note: Do not use context names with underscores. The generated certificate that connects workload clusters to the management cluster uses the context name as a SAN specification, and underscores in SAN are not FQDN compliant. You can rename a context by running kubectl config rename-context "<oldcontext>" <newcontext>.
      export MGMT_CONTEXT=<management-cluster-context>
export REMOTE_CONTEXT1=<remote-cluster1-context>
export REMOTE_CONTEXT2=<remote-cluster2-context>

  5. Set your Premium or Enterprise Solo license key for Gloo Mesh as an environment variable. If you do not have one, contact an account representative. If you prefer to specify license keys in a secret instead, see Licensing. To check your license’s validity, you can run meshctl license check --key $(echo ${GLOO_MESH_LICENSE_KEY} | base64 -w0).

      export GLOO_MESH_LICENSE_KEY=<license_key>

Management plane

Deploy the Gloo management plane into a dedicated management cluster.

  1. Install Gloo Mesh (OSS APIs) in your management cluster. This command uses a basic profile to create a gloo-mesh namespace and install the Gloo management plane components, such as the management server and Prometheus server, in your management cluster. For more information, check out the CLI install profiles.

      meshctl install --profiles gloo-mesh-mgmt \
  --kubecontext $MGMT_CONTEXT \
  --set common.cluster=$MGMT_CLUSTER \
  --set licensing.glooMeshCoreLicenseKey=$GLOO_MESH_LICENSE_KEY

  2. Verify that the management plane pods have a status of Running.

      kubectl get pods -n gloo-mesh --context $MGMT_CONTEXT

    Example output:

      NAME                                      READY   STATUS    RESTARTS   AGE
gloo-mesh-mgmt-server-56c495796b-cx687    1/1     Running   0          30s
gloo-mesh-redis-8455d49c86-f8qhw          1/1     Running   0          30s
gloo-mesh-ui-65b6b6df5f-bf4vp             3/3     Running   0          30s
gloo-telemetry-collector-agent-7rzfb      1/1     Running   0          30s
gloo-telemetry-collector-agent-mf5rw      1/1     Running   0          30s
gloo-telemetry-gateway-6547f479d5-r4zm6   1/1     Running   0          30s
prometheus-server-57cd8c74d4-2bc7f        2/2     Running   0          30s

  3. Save the external address and port that your cloud provider assigned to the Gloo OpenTelemetry (OTel) gateway service. The OTel collector agents in each workload cluster send metrics to this address.

      export TELEMETRY_GATEWAY_IP=$(kubectl get svc -n gloo-mesh gloo-telemetry-gateway --context $MGMT_CONTEXT -o jsonpath="{.status.loadBalancer.ingress[0]['hostname','ip']}")
export TELEMETRY_GATEWAY_PORT=$(kubectl get svc -n gloo-mesh gloo-telemetry-gateway --context $MGMT_CONTEXT -o jsonpath='{.spec.ports[?(@.name=="otlp")].port}')
export TELEMETRY_GATEWAY_ADDRESS=${TELEMETRY_GATEWAY_IP}:${TELEMETRY_GATEWAY_PORT}
echo $TELEMETRY_GATEWAY_ADDRESS

Data plane

Register each workload cluster with the Gloo management plane by deploying Gloo data plane components. A deployment named gloo-mesh-agent runs the Gloo agent in each workload cluster.

  1. Register both workload clusters with the management server. These commands use a basic profile to create a gloo-mesh namespace and install the Gloo data plane components, such as the Gloo agent. For more information, check out the CLI install profiles.

      meshctl cluster register $REMOTE_CLUSTER1 \
  --kubecontext $MGMT_CONTEXT \
  --profiles gloo-mesh-agent \
  --remote-context $REMOTE_CONTEXT1 \
  --telemetry-server-address $TELEMETRY_GATEWAY_ADDRESS

meshctl cluster register $REMOTE_CLUSTER2 \
  --kubecontext $MGMT_CONTEXT \
  --profiles gloo-mesh-agent \
  --remote-context $REMOTE_CONTEXT2 \
  --telemetry-server-address $TELEMETRY_GATEWAY_ADDRESS

  2. Verify that the Gloo data plane components in each workload cluster are healthy. If not, try debugging the agent.

      kubectl get pods -n gloo-mesh --context $REMOTE_CONTEXT1
kubectl get pods -n gloo-mesh --context $REMOTE_CONTEXT2

    Example output:

      NAME                                   READY   STATUS    RESTARTS   AGE
gloo-mesh-agent-8ffc775c4-tk2z5        2/2     Running   0          90s
gloo-telemetry-collector-agent-g8p7x   1/1     Running   0          90s
gloo-telemetry-collector-agent-mp2wd   1/1     Running   0          90s

  3. Verify that your Gloo Mesh (OSS APIs) setup is correctly installed. If not, try debugging the relay connection. Note that this check might take a few seconds to verify that:

    • Your Gloo product licenses are valid and current.
    • The Gloo CRDs are installed at the correct version.
    • The management plane pods in the management cluster are running and healthy.
    • The agents in the workload clusters are successfully identified by the management server.
    • Any Istio installation versions are compatible with the installed Gloo version.
      meshctl check --kubecontext $MGMT_CONTEXT

    Example output:

      🟢 License status

INFO  gloo-mesh enterprise license expiration is 25 Aug 24 10:38 CDT

🟢 CRD version check

🟢 Gloo deployment status

Namespace | Name                           | Ready | Status
gloo-mesh | gloo-mesh-mgmt-server          | 1/1   | Healthy
gloo-mesh | gloo-mesh-redis                | 1/1   | Healthy
gloo-mesh | gloo-mesh-ui                   | 1/1   | Healthy
gloo-mesh | gloo-telemetry-gateway         | 1/1   | Healthy
gloo-mesh | prometheus-server              | 1/1   | Healthy
gloo-mesh | gloo-telemetry-collector-agent | 2/2   | Healthy

🟢 Mgmt server connectivity to workload agents

Cluster  | Registered | Connected Pod                                   
cluster1 | true       | gloo-mesh/gloo-mesh-mgmt-server-65bd557b95-v8qq6
cluster2 | true       | gloo-mesh/gloo-mesh-mgmt-server-65bd557b95-v8qq6

Connected Pod                                    | Clusters
gloo-mesh/gloo-mesh-mgmt-server-65bd557b95-v8qq6 | 2

🟢 Istio compatibility check

All Istio versions found are compatible

Install Gloo Mesh (OSS APIs) with Helm

Use Helm to customize an advanced Gloo Mesh (OSS APIs) installation.

Before you begin

  1. Install the following command-line (CLI) tools.

    • helm, the Kubernetes package manager.
    • kubectl, the Kubernetes command line tool. Download the kubectl version that is within one minor version of the Kubernetes clusters you plan to use.
    • meshctl, the Solo command line tool.
        curl -sL https://run.solo.io/meshctl/install | GLOO_MESH_VERSION=v2.11.0 sh -
export PATH=$HOME/.gloo-mesh/bin:$PATH

  2. Set your Premium or Enterprise Solo license key for Gloo Mesh as an environment variable. If you do not have one, contact an account representative. If you prefer to specify license keys in a secret instead, see Licensing. To check your license’s validity, you can run meshctl license check --key $(echo ${GLOO_MESH_LICENSE_KEY} | base64 -w0).

      export GLOO_MESH_LICENSE_KEY=<license_key>

  3. Set the Gloo Mesh (OSS APIs) version. This example uses the latest version. You can find other versions in the Changelog documentation. Append -fips for a FIPS-compliant image, such as 2.11.0-fips. Do not include v before the version number.

      export GLOO_VERSION=2.11.0

  4. Create or use at least two existing Kubernetes clusters. The instructions in this guide assume one management cluster and two workload clusters.

    • The cluster name must be alphanumeric with no special characters except a hyphen (-), lowercase, and begin with a letter (not a number) to follow the Kubernetes DNS label standard.
  5. Production installations: Review Best practices for production to prepare your optional security measures. For example, before you begin your Gloo installation, you can provide your own certificates to secure the management server and agent connection, and set up secure access to the Gloo UI.

In a multicluster setup, you deploy the Gloo management plane into a dedicated management cluster, and the Gloo data plane into one or more workload clusters that run Istio service meshes.

Management plane

Deploy the Gloo management plane into a dedicated management cluster.

  1. Save the name and kubeconfig context for your management cluster in environment variables.

      export MGMT_CLUSTER=<management-cluster-name>
export MGMT_CONTEXT=<management-cluster-context>

  2. Add and update the Helm repository for Gloo.

      helm repo add gloo-platform https://storage.googleapis.com/gloo-platform/helm-charts
helm repo update

  3. Install the Gloo CRDs.

      helm upgrade -i gloo-platform-crds gloo-platform/gloo-platform-crds \
   --namespace=gloo-mesh \
   --create-namespace \
   --version=$GLOO_VERSION \
   --set installEnterpriseCrds=false \
   --kube-context $MGMT_CONTEXT
  4. Prepare a Helm values file to provide your customizations. To get started, you can use the minimum settings in the following profile as a basis. These settings enable all components that are required for a Gloo management plane installation.
      curl https://storage.googleapis.com/gloo-platform/helm-profiles/$GLOO_VERSION/gloo-mesh-mgmt.yaml > mgmt-plane.yaml
open mgmt-plane.yaml

  5. Decide how you want to secure the relay connection between the Gloo management server and agents. In test and POC environments, you can use self-signed certificates to secure the connection. If you plan to use Gloo Mesh (OSS APIs) in production, it is recommended to bring your own certificates instead. For more information, see Setup options.

    Use your preferred PKI provider to generate your root CA and intermediate CA credentials. You then store the intermediate CA credentials in your cluster so that you can leverage Gloo Mesh (OSS APIs)’s built-in capability to automatically issue and sign client TLS certificates for Gloo agents. For more information, see the Bring your own CAs with automatic client TLS certificate rotation.

    1. Create your root CA, intermediate CA, server, and telemetry gateway credentials, as well as relay identity token, and store them as the following Kubernetes secrets in the gloo-mesh namespace on the management cluster:

      • relay-root-tls-secret that holds the root CA certificate
      • relay-tls-signing-secret that holds the intermediate CA credentials
      • relay-server-tls-secret that holds the server key, TLS certificate and certificate chain information for the Gloo management server
      • relay-identity-token-secret that holds the relay identity token value
      • telemetry-root-secret that holds the root CA certificate for the certificate chain
      • gloo-telemetry-gateway-tls-secret that holds the key, TLS certificate and certificate chain for the Gloo telemetry gateway

      You can use your preferred PKI provider to create the TLS certificates or follow the steps in BYO server certificate with managed client certificate to create these TLS credentials with OpenSSl.

    2. In your Helm values file for the management server, add the following values.

        
glooMgmtServer:
  enabled: true
  relay:
    disableCaCertGeneration: true
    signingTlsSecret:
      name: relay-tls-signing-secret
      namespace: gloo-mesh
    tlsSecret:
      name: relay-server-tls-secret
      namespace: gloo-mesh
    tokenSecret:
      key: token
      name: relay-identity-token-secret
      namespace: gloo-mesh
telemetryCollector: 
  enabled: true
  extraVolumes: 
    - name: root-ca
      secret:
        defaultMode: 420
        optional: true
        secretName: telemetry-root-secret
    - configMap:
        items:
          - key: relay
            path: relay.yaml
        name: gloo-telemetry-collector-config
      name: telemetry-configmap
    - hostPath:
        path: /var/run/cilium
        type: DirectoryOrCreate
      name: cilium-run
telemetryGateway:
  enabled: true
  extraVolumes:
  - name: tls-keys
    secret:
      secretName:  gloo-telemetry-gateway-tls-secret
      defaultMode: 420
  - name: telemetry-configmap
    configMap:
      name: gloo-telemetry-gateway-config
      items:
        - key: relay
          path: relay.yaml
telemetryGatewayCustomization:
  disableCertGeneration: true
      Helm valueDescription
      glooMgmtServer.relay.disableCaCertGenerationDisable the generation of self-signed certificates to secure the relay connection between the Gloo management server and agent.
      glooMgmtServer.relay.signingTlsSecretAdd the name and namespace of the Kubernetes secret that holds the intermediate CA credentials that you created earlier.
      glooMgmtServer.relay.tlsSecretAdd the name and namespace of the Kubernetes secret that holds the server TLS certificate for the Gloo management server that you created earlier.
      glooMgmtServer.relay.tokenSecretAdd the name, namespace, and key of the Kubernetes secret that holds the relay identity token that you created earlier.
      telemetryGateway.extraVolumesAdd the gloo-telemetry-gateway-tls-secret-custom Kubernetes secret that you created earlier to the tls-keys volume. Make sure that you also add the other volumes to your telemetry gateway configuration.
      telemetryCollector.extraVolumesAdd the telemetry-root-secret Kubernetes secret that you created earlier to the root-ca volume. Make sure that you also add the other volumes to your telemetry collector configuration.

    Use your preferred PKI provider to create the root CA, server TLS, client TLS, and telemetry gateway certificates. Then, store these certificates in the cluster so that the Gloo agent uses a client TLS certificate when establishing the first connection with the Gloo management server. No relay identity tokens are used. With this approach, you cannot use Gloo Mesh (OSS APIs)’s built-in client TLS certificate rotation capabilities. Instead, you must set up your own processes to monitor the expiration of your certificates and to rotate them before they expire. For more information, see Bring your own CAs and client TLS certificates.

    1. Create your root CA, server, client, and telemetry gateway TLS certificates. You can use your preferred PKI provider to do that or follow the steps in Create certificates with OpenSSL to create custom TLS certificates by using OpenSSL. Then, you store the following information in a Kubernetes secret in the gloo-mesh namespace on the management cluster.
      • relay-server-tls-secret that holds the server key, TLS certificate and certificate chain information for the Gloo management server
      • gloo-telemetry-gateway-tls-secret that holds the key, TLS certificate and certificate chain for the Gloo telemetry gateway
      • telemetry-root-secret that holds the root CA certificate for the certificate chain
    2. In your Helm values file for the management server, add the following values.
        
glooMgmtServer:
  enabled: true
  relay:
    disableCa: true
    disableCaCertGeneration: true
    disableTokenGeneration: true
    tlsSecret:
      name: relay-server-tls-secret
      namespace: gloo-mesh
    tokenSecret:
      key: null
      name: null
      namespace: null
telemetryCollector: 
  enabled: true
  extraVolumes: 
    - name: root-ca
      secret:
        defaultMode: 420
        optional: true
        secretName: telemetry-root-secret
    - configMap:
        items:
          - key: relay
            path: relay.yaml
        name: gloo-telemetry-collector-config
      name: telemetry-configmap
    - hostPath:
        path: /var/run/cilium
        type: DirectoryOrCreate
      name: cilium-run
telemetryGateway:
  enabled: true
  extraVolumes:
  - name: tls-keys
    secret:
      secretName:  gloo-telemetry-gateway-tls-secret
      defaultMode: 420
  - name: telemetry-configmap
    configMap:
      name: gloo-telemetry-gateway-config
      items:
        - key: relay
          path: relay.yaml
telemetryGatewayCustomization:
  disableCertGeneration: true
      Helm valueDescription
      relay.disableCaDisable the generation of self-signed root and intermediate CA certificates and the use of identity tokens to establish initial trust between the Gloo management server and agent.
      relay.disableCaCertGenerationDisable the generation of self-signed certificates to secure the relay connection between the Gloo management server and agent.
      relay.disableTokenGenerationDisable the generation of relay identity tokens.
      relay.tlsSecretAdd the name and namespace of the Kubernetes secret that holds the server TLS certificate for the Gloo management server that you created earlier.
      relay.tokenSecretSet all values to null to instruct the Gloo management server to not use identity tokens to establish initial trust with Gloo agents.
      telemetryGateway.extraVolumesAdd the gloo-telemetry-gateway-tls-secret Kubernetes secret that you created earlier to the tls-keys volume. Make sure that you also add the other volumes to your telemetry gateway configuration.
      telemetryCollector.extraVolumesAdd the telemetry-root-secret Kubernetes secret that you created earlier to the root-ca volume. Make sure that you also add the other volumes to your telemetry collector configuration.

    You can use Gloo to generate self-signed certificates and keys for the root and intermediate CA. These credentials are used to derive the server TLS certificate for the Gloo management server and client TLS certificate for the Gloo agent. Note that this setup is not recommended for production, but can be used for testing purposes. For more information, see Self-signed CAs with automatic client certificate rotation.

    In your Helm values file for the management server, add the following values. Note that mTLS is the default mode in Gloo Mesh (OSS APIs) and does not require any additional configuration on the management server.

      
glooMgmtServer:
  enabled: true

    Use your preferred PKI provider to create the server TLS certificate for the Gloo management server. For more information, see Bring your own server TLS certificate.

    1. Create your root CA credentials and derive a server TLS certificate. To create the TLS certificate, you can use your preferred PKI provider or follow the steps in BYO server certificate to create a custom server TLS certificate by using OpenSSL. Make sure that you have the following Kubernetes secrets in the management cluster:

      • relay-server-tls-secret-custom: The key and TLS certificate for the Gloo management server, and root CA certificate information for the certificate chain. Note that you can use a different name, but you cannot use relay-server-tls-secret as this name is reserved by the Gloo management server when creating self-signed root CAs and server TLS certificates.
      • gloo-telemetry-gateway-tls-secret-custom: The key and TLS certificate for the Gloo telemetry gateway, and root CA certificate information for the certificate chain. It is recommended to use the same credentials that you use for the Gloo management server. Note that you can use a different name, but you cannot use gloo-telemetry-gateway-tls-secret as this name is reserved by the Gloo management server when creating self-signed certificates.
      • telemetry-root-secret: The root CA certificate for the certificate chain.

    2. In your Helm values file for the management server, add the following values.

        
glooMgmtServer:
  enabled: true
  relay:
    tlsSecret:
      name: relay-server-tls-secret-custom
  extraEnvs:
    RELAY_DISABLE_CLIENT_CERTIFICATE_AUTHENTICATION:
      value: "true"  
    RELAY_TOKEN: 
      value: "My token"
telemetryCollector: 
  enabled: true
  extraVolumes: 
    - name: root-ca
      secret:
        defaultMode: 420
        optional: true
        secretName: telemetry-root-secret
    - configMap:
        items:
          - key: relay
            path: relay.yaml
        name: gloo-telemetry-collector-config
      name: telemetry-configmap
    - hostPath:
        path: /var/run/cilium
        type: DirectoryOrCreate
      name: cilium-run
telemetryGateway:
  enabled: true
  extraVolumes:
  - name: tls-keys
    secret:
      secretName:  gloo-telemetry-gateway-tls-secret-custom
      defaultMode: 420
  - name: telemetry-configmap
    configMap:
      name: gloo-telemetry-gateway-config
      items:
        - key: relay
          path: relay.yaml
telemetryGatewayCustomization:
  disableCertGeneration: true
      Helm valueDescription
      relay.tlsSecret.nameAdd the name of the Kubernetes secret with the custom server TLS secret that you created earlier.
      RELAY_TOKENSpecify the relay token that the Gloo management server and agent use to establish initial trust. When you install Gloo Mesh (OSS APIs) and set RELAY_DISABLE_CLIENT_CERTIFICATE_AUTHENTICATION to true, the connection between the Gloo management server and agent is automatically secured by using simple, server-side TLS. In a simple TLS setup, only the management server presents a certificate to authenticate its identity. The identity of the agent is not verified. To ensure that only trusted agents connect to the management server, the relay identity token is used. The relay identity token can be any string value and is stored in the relay-identity-token-secret Kubernetes secret on the management cluster. You must set the same value in glooAgent.extraEnvs.RELAY_TOKEN.value when you install the Gloo agent to allow the Gloo agent to connect to the Gloo management server.
      RELAY_DISABLE_CLIENT_CERTIFICATE_AUTHENTICATIONSet this value to true to not require a client TLS certificate from the Gloo agent to prove the agent’s identity and establish the connection with the management server. This setting is required when you want to use simple TLS to secure the connection between the Gloo management server and agent.
      telemetryGateway.extraVolumesAdd the gloo-telemetry-gateway-tls-secret-custom Kubernetes secret that you created earlier to the tls-keys volume. Make sure that you also add the other volumes to your telemetry gateway configuration.
      telemetryCollector.extraVolumesAdd the telemetry-root-secret Kubernetes secret that you created earlier to the root-ca volume. Make sure that you also add the other volumes to your telemetry collector configuration.

    Use Gloo Mesh (OSS APIs) to create a self-signed server TLS certificate that the Gloo management server presents when workload cluster agents connect. This setup is not recommended for production, but can be used for testing purposes. For more information, see Self-signed server TLS certificate.

    In your Helm values file for the management server, add the following values.

      
glooMgmtServer:
  enabled: true
  extraEnvs:
    RELAY_DISABLE_CLIENT_CERTIFICATE_AUTHENTICATION:
      value: "true"  
    RELAY_TOKEN: 
      value: "My token"
    Helm valueDescription
    RELAY_TOKENSpecify the relay token that the Gloo management server and agent use to establish initial trust. When you install Gloo Mesh (OSS APIs) and set RELAY_DISABLE_CLIENT_CERTIFICATE_AUTHENTICATION to true, the connection between the Gloo management server and agent is automatically secured by using simple, server-side TLS. In a simple TLS setup, only the management server presents a certificate to authenticate its identity. The identity of the agent is not verified. To ensure that only trusted agents connect to the management server, the relay identity token is used. The relay identity token can be any string value and is stored in the relay-identity-token-secret Kubernetes secret on the management cluster. You must set the same value in glooAgent.extraEnvs.RELAY_TOKEN.value when installing Gloo Mesh (OSS APIs) in a workload cluster to allow Gloo agents to connect to the Gloo management server.
    RELAY_DISABLE_CLIENT_CERTIFICATE_AUTHENTICATIONSet this value to true to not require a client TLS certificate from the Gloo agent to prove the agent’s identity and establish the connection with the management server. This setting is required when you want to use simple TLS to secure the connection between the Gloo management server and agent.

  6. Edit the file to provide your own details for settings that are recommended for production deployments, such as the following settings.

    FieldDecription
    glooMgmtServer.resources.limitsAdd resource limits for the gloo-mesh-mgmt-server pod, such as cpu: 1000m and memory: 1Gi.
    glooMgmtServer.safeMode
    glooMgmtServer.safeStartWindow    		Configure how you want the Gloo management server to handle translation after a Redis restart. For available options, see Redis safe mode options.
    glooMgmtServer.serviceOverrides.metadata.annotationsAdd annotations for the management server load balancer as needed, such as AWS-specific load balancer annotations. For more information, see Deployment and service overrides.
    glooUi.authSet up OIDC authorization for the Gloo UI. For more information, see UI authentication.
    prometheus.enabledDisable the default Prometheus instance as needed to provide your own. Otherwise, you can keep the default Prometheus server enabled, and deploy a production-level server to scrape metrics from the server. For more information on each option, see Best practices for collecting metrics in production.
    redisDisable the default Redis deployment and provide your own backing database as needed. For more information, see Backing databases.
    OpenShift: glooMgmtServer.serviceType and telemetryGateway.service.typeIn some OpenShift setups, you might not use load balancer service types. You can set these two deployment service types to ClusterIP, and expose them by using OpenShift routes after installation.

  7. Use the customizations in your Helm values file to install the Gloo management plane components in your management cluster.

      helm upgrade -i gloo-platform gloo-platform/gloo-platform \
   --kube-context $MGMT_CONTEXT \
   -n gloo-mesh \
   --version $GLOO_VERSION \
   --values mgmt-plane.yaml \
   --set common.cluster=$MGMT_CLUSTER \
   --set licensing.glooMeshCoreLicenseKey=$GLOO_MESH_LICENSE_KEY

    1. Elevate the permissions of the gloo-mesh service account that will be created.

        oc adm policy add-scc-to-group anyuid system:serviceaccounts:gloo-mesh --context $MGMT_CONTEXT

    2. Install the Gloo management plane.

        helm upgrade -i gloo-platform gloo-platform/gloo-platform \
   --kube-context $MGMT_CONTEXT \
   -n gloo-mesh \
   --version $GLOO_VERSION \
   --values mgmt-plane.yaml \
   --set common.cluster=$MGMT_CLUSTER \
   --set licensing.glooMeshCoreLicenseKey=$GLOO_MESH_LICENSE_KEY \
   --set glooMgmtServer.floatingUserId=true \
   --set glooMgmtServer.serviceType=LoadBalancer \
   --set glooUi.floatingUserId=true \
   --set redis.deployment.floatingUserId=true \
   --set telemetryGateway.service.type=LoadBalancer

  8. Verify that the management plane pods have a status of Running.

      kubectl get pods -n gloo-mesh --context $MGMT_CONTEXT

    Example output:

      NAME                                      READY   STATUS    RESTARTS   AGE
gloo-mesh-mgmt-server-56c495796b-cx687    1/1     Running   0          30s
gloo-mesh-redis-8455d49c86-f8qhw          1/1     Running   0          30s
gloo-mesh-ui-65b6b6df5f-bf4vp             3/3     Running   0          30s
gloo-telemetry-collector-agent-7rzfb      1/1     Running   0          30s
gloo-telemetry-collector-agent-mf5rw      1/1     Running   0          30s
gloo-telemetry-gateway-6547f479d5-r4zm6   1/1     Running   0          30s
prometheus-server-57cd8c74d4-2bc7f        2/2     Running   0          30s

  9. Save the external address and port that your cloud provider assigned to the gloo-mesh-mgmt-server service. The gloo-mesh-agent agent in each workload cluster accesses this address via a secure connection.

      export MGMT_SERVER_NETWORKING_DOMAIN=$(kubectl get svc -n gloo-mesh gloo-mesh-mgmt-server --context $MGMT_CONTEXT -o jsonpath="{.status.loadBalancer.ingress[0]['hostname','ip']}")
export MGMT_SERVER_NETWORKING_PORT=$(kubectl get svc -n gloo-mesh gloo-mesh-mgmt-server --context $MGMT_CONTEXT -o jsonpath='{.spec.ports[?(@.name=="grpc")].port}')
export MGMT_SERVER_NETWORKING_ADDRESS=${MGMT_SERVER_NETWORKING_DOMAIN}:${MGMT_SERVER_NETWORKING_PORT}
echo $MGMT_SERVER_NETWORKING_ADDRESS
    1. Expose the management server by using an OpenShift route. Your route might look like the following.
        oc apply --context $MGMT_CONTEXT -n gloo-mesh -f- <<EOF
kind: Route
apiVersion: route.openshift.io/v1
metadata:
   name: gloo-mesh-mgmt-server
   namespace: gloo-mesh
   annotations:
      # Needed for the different agents to connect to different replica instances of the management server deployment
      haproxy.router.openshift.io/balance: roundrobin
spec:
   host: gloo-mesh-mgmt-server.<your_domain>.com
   to:
      kind: Service
      name: gloo-mesh-mgmt-server
      weight: 100
   port:
      targetPort: grpc
   tls:
      termination: passthrough
      insecureEdgeTerminationPolicy: Redirect
   wildcardPolicy: None
EOF
    2. Save the management server’s address, which consists of the route host and the route port. Note that the port is the route’s own port, such as 443, and not the grpc port of the management server that the route points to.
        export MGMT_SERVER_NETWORKING_DOMAIN=$(oc get route -n gloo-mesh gloo-mesh-mgmt-server --context $MGMT_CONTEXT -o jsonpath='{.status.ingress[0].host}')
export MGMT_SERVER_NETWORKING_ADDRESS=${MGMT_SERVER_NETWORKING_DOMAIN}:443
echo $MGMT_SERVER_NETWORKING_ADDRESS

  10. Save the external address and port that your cloud provider assigned to the Gloo OpenTelemetry (OTel) gateway service. The OTel collector agents in each workload cluster send metrics to this address.

      export TELEMETRY_GATEWAY_IP=$(kubectl get svc -n gloo-mesh gloo-telemetry-gateway --context $MGMT_CONTEXT -o jsonpath="{.status.loadBalancer.ingress[0]['hostname','ip']}")
export TELEMETRY_GATEWAY_PORT=$(kubectl get svc -n gloo-mesh gloo-telemetry-gateway --context $MGMT_CONTEXT -o jsonpath='{.spec.ports[?(@.name=="otlp")].port}')
export TELEMETRY_GATEWAY_ADDRESS=${TELEMETRY_GATEWAY_IP}:${TELEMETRY_GATEWAY_PORT}
echo $TELEMETRY_GATEWAY_ADDRESS
    1. Expose the telemetry gateway by using an OpenShift route. Your route might look like the following.
        oc apply --context $MGMT_CONTEXT -n gloo-mesh -f- <<EOF
kind: Route
apiVersion: route.openshift.io/v1
metadata:
  name: gloo-telemetry-gateway
  namespace: gloo-mesh
spec:
  host: gloo-telemetry-gateway.<your_domain>.com
  to:
    kind: Service
    name: gloo-telemetry-gateway
    weight: 100
  port:
    targetPort: otlp
  tls:
    termination: passthrough
    insecureEdgeTerminationPolicy: Redirect
  wildcardPolicy: None
EOF
    2. Save the telemetry gateway’s address, which consists of the route host and the route port. Note that the port is the route’s own port, such as 443, and not the otlp port of the telemetry gateway that the route points to.
        export TELEMETRY_GATEWAY_HOST=$(oc get route -n gloo-mesh gloo-telemetry-gateway --context $MGMT_CONTEXT -o jsonpath='{.status.ingress[0].host}')
export TELEMETRY_GATEWAY_ADDRESS=${TELEMETRY_GATEWAY_HOST}:443
echo $TELEMETRY_GATEWAY_ADDRESS

Data plane

Register each workload cluster with the Gloo management plane by deploying Gloo data plane components. A deployment named gloo-mesh-agent runs the Gloo agent in each workload cluster.

  1. For the workload cluster that you want to register with Gloo, set the following environment variables. You update these variables each time you follow these steps to register another workload cluster.

      export REMOTE_CLUSTER=<workload_cluster_name>
export REMOTE_CONTEXT=<workload_cluster_context>

  2. In the management cluster, create a KubernetesCluster resource to represent the workload cluster and store relevant data, such as the workload cluster’s local domain.

      kubectl apply --context $MGMT_CONTEXT -f- <<EOF
apiVersion: admin.gloo.solo.io/v2
kind: KubernetesCluster
metadata:
   name: ${REMOTE_CLUSTER}
   namespace: gloo-mesh
spec:
   clusterDomain: cluster.local
EOF

  3. In your workload cluster, apply the Gloo CRDs.

      helm upgrade -i gloo-platform-crds gloo-platform/gloo-platform-crds \
   --namespace=gloo-mesh \
   --create-namespace \
   --version=$GLOO_VERSION \
   --set installEnterpriseCrds=false \
   --kube-context $REMOTE_CONTEXT
  4. Prepare a Helm values file to provide your customizations. To get started, you can use the minimum settings in the following profile as a basis. These settings enable all components that are required for a Gloo data plane installation.
      curl https://storage.googleapis.com/gloo-platform/helm-profiles/$GLOO_VERSION/gloo-mesh-agent.yaml > data-plane.yaml
open data-plane.yaml

  5. Depending on the method you chose to secure the relay connection, prepare the Helm values for the data plane installation. For more information, see the Setup options.

    1. Make sure that the following Kubernetes secrets exist in the gloo-mesh namespace on each workload cluster.

      • relay-root-tls-secret that holds the root CA certificate
      • relay-identity-token-secret that holds the relay identity token value
      • telemetry-root-secret that holds the root CA certificate for the certificate chain

      You can use the steps in BYO server certificate with managed client certificate as a guidance for how to create these secrets in the workload cluster.

    2. In your Helm values file for the agent, add the following values.

        
glooAgent:
  enabled: true
  relay:
    authority: gloo-mesh-mgmt-server.gloo-mesh
    clientTlsSecretRotationGracePeriodRatio: ""
    rootTlsSecret:
      name: relay-root-tls-secret
      namespace: gloo-mesh
    tokenSecret:
      key: token
      name: relay-identity-token-secret
      namespace: gloo-mesh
telemetryCollector: 
  enabled: true
  extraVolumes: 
    - name: root-ca
      secret:
        defaultMode: 420
        optional: true
        secretName: telemetry-root-secret
    - configMap:
        items:
          - key: relay
            path: relay.yaml
        name: gloo-telemetry-collector-config
      name: telemetry-configmap
    - hostPath:
        path: /var/run/cilium
        type: DirectoryOrCreate
      name: cilium-run
      Helm valueDescription
      glooAgent.relay.rootTlsSecretAdd the name and namespace of the Kubernetes secret that holds the root CA credentials that you copied from the management cluster to the workload cluster.
      glooAgent.relay.tokenSecretAdd the name, namespace, and key of the Kubernetes secret that holds the relay identity token that you copied from the management cluster to the workload cluster.
      telemetryCollector.extraVolumesAdd the telemetry-root-secret Kubernetes secret that you created earlier to the root-ca volume. Make sure that you also add the other volumes to your telemetry collector configuration.

    1. Make sure that the following Kubernetes secrets exist in the gloo-mesh namespace on each workload cluster.

      • $REMOTE_CLUSTER1-tls-cert that holds the key, TLS certificate, and certificate chain information for the Gloo agent
      • telemetry-root-secret that holds the root CA certificate for the certificate chain

      You can use the steps in Create certificates with OpenSSL as a guidance for how to create these secrets in the workload cluster.

    2. In your Helm values file for the agent, add the following values. Replace <client-tls-secret-name> with the name of the Kubernetes secret that holds the client TLS certificate, and add the name of the Kubernetes secret that holds the telemetry gateway certificate to the root-ca telemetry collector volume.

        
glooAgent:
  enabled: true
  relay:
    authority: gloo-mesh-mgmt-server.gloo-mesh
    clientTlsSecretRotationGracePeriodRatio: ""
    clientTlsSecret: 
      name: <client-tls-secret-name>
      namespace: gloo-mesh
    tokenSecret:
      key: null
      name: null
      namespace: null
telemetryCollector:
  enabled: true
  extraVolumes: 
    - name: root-ca
      secret:
        defaultMode: 420
        optional: true
        secretName: telemetry-root-secret
    - configMap:
        items:
          - key: relay
            path: relay.yaml
        name: gloo-telemetry-collector-config
      name: telemetry-configmap
    - hostPath:
        path: /var/run/cilium
        type: DirectoryOrCreate
      name: cilium-run
      Helm valueDescription
      glooAgent.relay.clientTlsSecretAdd the name and namespace of the Kubernetes secret that holds the client TLS certificate for the Gloo agent that you created earlier.
      glooAgent.relay.tokenSecretSet all values to null to instruct the Gloo agent to not use identity tokens to establish initial trust with Gloo agents.
      telemetryCollector.extraVolumesAdd the name of the Kubernetes secret that holds the Gloo telemetry gateway certificate that you created earlier to the root-ca volume. Make sure that you also add the configMap and hostPath volumes to your configuration.

    1. Get the value of the root CA certificate from the management cluster and create a secret in the workload cluster.

        kubectl get secret relay-root-tls-secret -n gloo-mesh --context $MGMT_CONTEXT -o jsonpath='{.data.ca\.crt}' | base64 -d > ca.crt
kubectl create secret generic relay-root-tls-secret -n gloo-mesh --context $REMOTE_CONTEXT1 --from-file ca.crt=ca.crt
rm ca.crt
  
        kubectl get secret relay-root-tls-secret -n gloo-mesh --context $MGMT_CONTEXT -o jsonpath='{.data.ca\.crt}' | base64 -d > ca.crt
kubectl create secret generic relay-root-tls-secret -n gloo-mesh --context $REMOTE_CONTEXT2 --from-file ca.crt=ca.crt
rm ca.crt

    2. Get the identity token from the management cluster and create a secret in the workload cluster.

        kubectl get secret relay-identity-token-secret -n gloo-mesh --context $MGMT_CONTEXT -o jsonpath='{.data.token}' | base64 -d > token
kubectl create secret generic relay-identity-token-secret -n gloo-mesh --context $REMOTE_CONTEXT1 --from-file token=token
rm token
  
        kubectl get secret relay-identity-token-secret -n gloo-mesh --context $MGMT_CONTEXT -o jsonpath='{.data.token}' | base64 -d > token
kubectl create secret generic relay-identity-token-secret -n gloo-mesh --context $REMOTE_CONTEXT2 --from-file token=token
rm token

    3. Make sure that the following Helm values are added to your values file.

        
glooAgent:
  enabled: true

    1. Make sure that the following Kubernetes secret exists in the gloo-mesh namespace on each workload cluster.

      • telemetry-root-secret that holds the root CA certificate for the certificate chain

      You can use the steps in BYO server certificate as a guidance for how to create this secret in the workload cluster.

    2. In your Helm values file for the workload cluster, add the following values.

        
glooAgent:
  enabled: true
  extraEnvs:
    RELAY_DISABLE_SERVER_CERTIFICATE_VALIDATION:
      value: "true"  
    RELAY_TOKEN: 
      value: "My token"
telemetryCollector: 
  enabled: true
  extraVolumes: 
    - name: root-ca
      secret:
        defaultMode: 420
        optional: true
        secretName: telemetry-root-secret
    - configMap:
        items:
          - key: relay
            path: relay.yaml
        name: gloo-telemetry-collector-config
      name: telemetry-configmap
    - hostPath:
        path: /var/run/cilium
        type: DirectoryOrCreate
      name: cilium-run
telemetryCollectorCustomization:
  skipVerify: true
      Helm valueDescription
      RELAY_TOKENThe relay token to establish initial trust between the Gloo management server and the agent. The relay token is saved in memory on the Gloo agent. You must set the same value that you set in glooMgmtServer.extraEnvs.RELAY_TOKEN.value when you installed the Gloo Mesh (OSS APIs) management plane to allow Gloo agents to connect to the Gloo management server.
      RELAY_DISABLE_SERVER_CERTIFICATE_VALIDATIONSet to true to skip validating the server TLS certificate that the Gloo management server presents. This setting is required to configure the relay connection for TLS.
      telemetryCollector.extraVolumesAdd the telemetry-root-secret Kubernetes secret that you created earlier to the root-ca volume. Make sure that you also add the other volumes to your telemetry collector configuration.
      telemetryCollectorCustomization.skipVerifySet to true to skip validation of the server certificate that the Gloo telemetry gateway presents. By default, the Gloo telemetry gateway uses the same TLS certificates that the Gloo management server uses for the relay connection. If you configure the relay connection for TLS, you must set skipVerify to true on the telemetry collector agent.

    In your Helm values file for the workload cluster, add the following values.

      
glooAgent:
  enabled: true
  extraEnvs:
    RELAY_DISABLE_SERVER_CERTIFICATE_VALIDATION:
      value: "true"  
    RELAY_TOKEN: 
      value: "My token"
telemetryCollector:
  enabled: true
telemetryCollectorCustomization:
  skipVerify: true
    Helm valueDescription
    RELAY_TOKENThe relay token to establish initial trust between the Gloo management server and the agent. The relay token is saved in memory on the Gloo agent. You must set the same value that you set in glooMgmtServer.extraEnvs.RELAY_TOKEN.value when you installed the Gloo Mesh (OSS APIs) management plane to allow Gloo agents to connect to the Gloo management server.
    RELAY_DISABLE_SERVER_CERTIFICATE_VALIDATIONSet to true to skip validating the server TLS certificate that the Gloo management server presents. This setting is required to configure the relay connection for TLS.
    telemetryCollectorCustomization.skipVerifySet to true to skip validation of the server certificate that the Gloo telemetry gateway presents. By default, the Gloo telemetry gateway uses the same TLS certificates that the Gloo management server uses for the relay connection. If you configure the relay connection for TLS, you must set skipVerify to true on the telemetry collector agent.

  6. Edit the file to provide your own details for settings that are recommended for production deployments, such as the following settings.

    FieldDecription
    glooAgent.resources.limitsAdd resource limits for the gloo-mesh-mgmt-server pod, such as cpu: 500m and memory: 512Mi.

  7. Use the customizations in your Helm values file to install the Gloo data plane components in your workload cluster.

      helm upgrade -i gloo-platform gloo-platform/gloo-platform \
    --kube-context $REMOTE_CONTEXT \
    -n gloo-mesh \
    --version $GLOO_VERSION \
    --values data-plane.yaml \
    --set common.cluster=$REMOTE_CLUSTER \
    --set glooAgent.relay.serverAddress=$MGMT_SERVER_NETWORKING_ADDRESS \
    --set telemetryCollector.config.exporters.otlp.endpoint=$TELEMETRY_GATEWAY_ADDRESS

    1. Elevate the permissions of the gloo-mesh service account that will be created.

        oc adm policy add-scc-to-group anyuid system:serviceaccounts:gloo-mesh --context $REMOTE_CONTEXT

    2. Install the Gloo agent in your workload cluster.

        helm upgrade -i gloo-platform gloo-platform/gloo-platform \
    --kube-context $REMOTE_CONTEXT \
    -n gloo-mesh \
    --version $GLOO_VERSION \
    --values data-plane.yaml \
    --set common.cluster=$REMOTE_CLUSTER \
    --set glooAgent.relay.serverAddress=$MGMT_SERVER_NETWORKING_ADDRESS \
    --set telemetryCollector.config.exporters.otlp.endpoint=$TELEMETRY_GATEWAY_ADDRESS \
    --set glooAgent.floatingUserId=true

  8. Verify that the Gloo data plane component pods are running. If not, try debugging the agent.

      kubectl get pods -n gloo-mesh --context $REMOTE_CONTEXT

    Example output:

      NAME                                   READY   STATUS    RESTARTS   AGE
gloo-mesh-agent-8ffc775c4-tk2z5        2/2     Running   0          90s
gloo-telemetry-collector-agent-g8p7x   1/1     Running   0          90s
gloo-telemetry-collector-agent-mp2wd   1/1     Running   0          90s

  9. Repeat steps 1 - 8 to register each workload cluster with Gloo.

  10. Verify that your Gloo Mesh (OSS APIs) setup is correctly installed. If not, try debugging the relay connection. Note that this check might take a few seconds to verify that:

    • Your Gloo product licenses are valid and current.
    • The Gloo CRDs are installed at the correct version.
    • The management plane pods in the management cluster are running and healthy.
    • The agents in the workload clusters are successfully identified by the management server.
    • Any Istio installation versions are compatible with the installed Gloo version.
      meshctl check --kubecontext $MGMT_CONTEXT

    Example output:

      🟢 License status

INFO  gloo-mesh enterprise license expiration is 25 Aug 24 10:38 CDT

🟢 CRD version check

🟢 Gloo deployment status

Namespace | Name                           | Ready | Status
gloo-mesh | gloo-mesh-mgmt-server          | 1/1   | Healthy
gloo-mesh | gloo-mesh-redis                | 1/1   | Healthy
gloo-mesh | gloo-mesh-ui                   | 1/1   | Healthy
gloo-mesh | gloo-telemetry-gateway         | 1/1   | Healthy
gloo-mesh | prometheus-server              | 1/1   | Healthy
gloo-mesh | gloo-telemetry-collector-agent | 2/2   | Healthy

🟢 Mgmt server connectivity to workload agents

Cluster  | Registered | Connected Pod                                   
cluster1 | true       | gloo-mesh/gloo-mesh-mgmt-server-65bd557b95-v8qq6
cluster2 | true       | gloo-mesh/gloo-mesh-mgmt-server-65bd557b95-v8qq6

Connected Pod                                    | Clusters
gloo-mesh/gloo-mesh-mgmt-server-65bd557b95-v8qq6 | 2

🟢 Istio compatibility check

All Istio versions found are compatible

  11. If you have not installed Istio in each workload cluster yet, see the guides for installing Istio in sidecar or ambient mode.

Explore the UI

Now that the management plane is up and running, launch the Gloo UI to evaluate the health and efficiency of your service mesh. You can review the analysis and insights for your service mesh, such as recommendations to harden your Istio environment and steps to implement them in your environment.

Launch the dashboard

  1. Open the Gloo UI. The Gloo UI is served from the gloo-mesh-ui service on port 8090. You can connect by using the meshctl or kubectl CLIs.

    For more information, see the CLI documentation.

      meshctl dashboard --kubecontext $MGMT_CONTEXT
    1. Port-forward the gloo-mesh-ui service on 8090.
        kubectl port-forward -n gloo-mesh --context $MGMT_CONTEXT svc/gloo-mesh-ui 8090:8090
    2. Open your browser and connect to http://localhost:8090.

  2. Review your Dashboard for an at-a-glance overview of your Gloo Mesh (OSS APIs) environment. Environment insights, health, status, inventories, security, and more are summarized in the dashboard cards. For more information about all available features, see Explore the UI.


    Figure: Gloo UI dashboard
    Figure: Gloo UI dashboard
    Figure: Gloo UI dashboard
    Figure: Gloo UI dashboard

Check insights

Review the insights for your environment. Gloo Mesh (OSS APIs) comes with an insights engine that automatically analyzes your Istio setups for health issues. These issues are displayed in the UI along with recommendations to harden your Istio setups. The insights give you a checklist to address issues that might otherwise be hard to detect across your environment.

  1. From the Dashboard, click on any of the insights cards to open the Insights page, or go to the Insights page directly.

  2. On the Insights page, you can view recommendations to harden your Istio setup, and steps to implement them in your environment. Gloo Mesh (OSS APIs) analyzes your setup, and returns individual insights that contain information about errors and warnings in your environment, best practices you can use to improve your configuration and security, and more.

    Figure: Insights page
    Figure: Insights page
    Figure: Insights page
    Figure: Insights page

  3. Select the insight that you want to resolve. The details modal shows more data about the insight, such as the time when it was last observed in your environment, and if applicable, the extended settings or configuration that the insight applies to.

    Figure: Example insight
    Figure: Example insight

  4. Click the Target YAML tab to see the resource file that the insight references, and click the Resolution Steps tab to see guidance such as steps for fixing warnings and errors in your resource configuration or recommendations for improving your security and setup.

Next steps

Check out some of the following resources to learn more about Gloo Mesh (OSS APIs) and expand your service mesh capabilities.

Gloo Mesh (OSS APIs):

  • Explore the Gloo UI.
  • Review insights to review and improve your setup’s health and security posture.
  • When it’s time to upgrade Gloo Mesh (OSS APIs), see the upgrade guide.

Istio:

  • If you have not installed Istio yet, see the guides for installing an ambient mesh.

Help and support: