Migration to the new policies

Kuma provides two set of policies to configure proxies. The original source/destination policies, while provided a lot of features, haven’t met users expectations in terms of flexibility and transparency. The new targetRef policies were designed to preserve what already worked well, and enhance the matching functionality and overall UX.

In this guide, we’re going to setup a demo with old policies and then perform a migration to the new policies.

Prerequisites

Helm - a package manager for Kubernetes
Kind - a tool for running local Kubernetes clusters
jq - a command-line JSON processor
jd - a command-line util to visualise JSONPatch

Start Kubernetes cluster

Start a new Kubernetes cluster on your local machine by executing:

kind create cluster --name=mesh-zone

You can skip this step if you already have a Kubernetes cluster running. It can be a cluster running locally or in a public cloud like AWS EKS, GCP GKE, etc.

Install Kuma

Install Kuma control plane with skipMeshCreation set to true by executing:

helm repo add kuma https://kumahq.github.io/charts
helm repo update
helm install --create-namespace --namespace kuma-system kuma kuma/kuma --set "controlPlane.defaults.skipMeshCreation=true"

Make sure the list of meshes is empty:

kubectl get meshes

Expected output:

No resources found

Setup demo with old policies

In the first half of this guide we’re going to deploy a demo app in the default mesh and configure it using old policies.

Create `default` mesh

echo 'apiVersion: kuma.io/v1alpha1
kind: Mesh
metadata:
  name: default
spec:
  # for the purpose of this guide we want to setup mesh with old policies first,
  # that is why we are skipping the default policies creation
  skipCreatingInitialPolicies: ["*"] ' | kubectl apply -f-

Deploy demo application

Deploy the application

kubectl apply -f https://raw.githubusercontent.com/kumahq/kuma-counter-demo/master/demo.yaml
kubectl wait -n kuma-demo --for=condition=ready pod --selector=app=demo-app --timeout=90s

Port-forward the service to the namespace on port 5000:

kubectl port-forward svc/demo-app -n kuma-demo 5000:5000

In a browser, go to 127.0.0.1:5000 and increment the counter.

Enable Mutual TLS and Traffic Permissions

echo 'apiVersion: kuma.io/v1alpha1
kind: Mesh
metadata:
  name: default
spec:
  skipCreatingInitialPolicies: ["*"]
  mtls:
    enabledBackend: ca-1
    backends:
      - name: ca-1
        type: builtin' | kubectl apply -f-

echo 'apiVersion: kuma.io/v1alpha1
kind: TrafficPermission
mesh: default
metadata:
  name: app-to-redis
spec:
  sources:
    - match:
        kuma.io/service: demo-app_kuma-demo_svc_5000
  destinations:
    - match:
        kuma.io/service: redis_kuma-demo_svc_6379' | kubectl apply -f -

Deploy TrafficRoute

echo 'apiVersion: kuma.io/v1alpha1
kind: TrafficRoute
mesh: default
metadata:
  name: route-all-default
spec:
  sources:
    - match:
        kuma.io/service: "*"
  destinations:
    - match:
        kuma.io/service: "*"
  conf:
    destination:
      kuma.io/service: "*"' | kubectl apply -f-

Deploy Timeouts

echo 'apiVersion: kuma.io/v1alpha1
kind: Timeout
mesh: default
metadata:
  name: timeout-global
spec:
  sources:
    - match:
        kuma.io/service: "*"
  destinations:
    - match:
        kuma.io/service: "*"
  conf:
    connectTimeout: 21s
    tcp: 
      idleTimeout: 22s
    http:
      idleTimeout: 22s
      requestTimeout: 23s
      streamIdleTimeout: 25s
      maxStreamDuration: 26s' | kubectl apply -f-

Deploy CircuitBreaker

echo 'apiVersion: kuma.io/v1alpha1
kind: CircuitBreaker
mesh: default
metadata:
  name: cb-global
spec:
  sources:
  - match:
      kuma.io/service: "*"
  destinations:
  - match:
      kuma.io/service: "*"
  conf:
    interval: 21s
    baseEjectionTime: 22s
    maxEjectionPercent: 23
    splitExternalAndLocalErrors: false
    thresholds:
      maxConnections: 24
      maxPendingRequests: 25
      maxRequests: 26
      maxRetries: 27
    detectors:
      totalErrors: 
        consecutive: 28
      gatewayErrors: 
        consecutive: 29
      localErrors: 
        consecutive: 30
      standardDeviation:
        requestVolume: 31
        minimumHosts: 32
        factor: 1.33
      failure:
        requestVolume: 34
        minimumHosts: 35
        threshold: 36' | kubectl apply -f-

Migration to the new policies

It’s time to migrate the demo app to the new policies.

Each type of policy can be migrated separately; for example, once we have completely finished with the Timeouts, we will proceed to the next policy type, CircuitBreakers. It’s possible to migrate all policies at once, but small portions are preferable as they’re easily reversible.

The generalized migration process roughly consists of 4 steps:

Create a new targetRef policy as a replacement for exising source/destination policy. The corresponding new policy type can be found in the table. Deploy the policy in shadow mode to avoid any traffic disruptions.
Using Inspect API review the list of changes that are going to be created by the new policy.
Remove kuma.io/effect: shadow label so that policy is applied in a normal mode.
Observe metrics, traces and logs. If something goes wrong change policy’s mode back to shadow and return to the step 2. If everything is fine then remove the old policies.

The order of migrating policies generally doesn’t matter, except for the TrafficRoute policy, which should be the last one deleted when removing old policies. This is because many old policies, like Timeout and CircuitBreaker, depend on TrafficRoutes to function correctly.

TrafficPermission -> MeshTrafficPermission

Create a replacement policy for app-to-redis TrafficPermission and apply it with kuma.io/effect: shadow label:

echo 'apiVersion: kuma.io/v1alpha1
kind: MeshTrafficPermission
metadata:
  namespace: kuma-system
  name: app-to-redis
  labels:
    kuma.io/mesh: default
    kuma.io/effect: shadow
spec:
  targetRef:
    kind: MeshService
    name: redis_kuma-demo_svc_6379
  from:
    - targetRef:
        kind: MeshSubset
        tags: 
          kuma.io/service: demo-app_kuma-demo_svc_5000
      default:
        action: Allow' | kubectl apply -f -

Check the list of changes for redis_kuma-demo_svc_6379 pod in Envoy configuration using kumactl, jq and jd:

kumactl inspect dataplane redis-8fcbfc795-twlst.kuma-demo --type=config --shadow --include=diff | jq '.diff' | jd -t patch2jd

Expected output:

@ ["type.googleapis.com/envoy.config.listener.v3.Listener","inbound:10.42.0.13:6379","filterChains","0","filters","0","typedConfig","rules","policies","allow-all-default"]
- {"permissions":[{"any":true}],"principals":[{"authenticated":{"principalName":{"exact":"spiffe://default/demo-app_kuma-demo_svc_5000"}}}]}
@ ["type.googleapis.com/envoy.config.listener.v3.Listener","inbound:10.42.0.13:6379","filterChains","0","filters","0","typedConfig","rules","policies","MeshTrafficPermission"]
+ {"permissions":[{"any":true}],"principals":[{"authenticated":{"principalName":{"exact":"spiffe://default/demo-app_kuma-demo_svc_5000"}}}]}

As we can see, the only difference is the policy name “MeshTrafficPermission” instead of “allow-all-default”. The value of the policy is the same.

Remove the kuma.io/effect: shadow label:

echo 'apiVersion: kuma.io/v1alpha1
kind: MeshTrafficPermission
metadata:
  namespace: kuma-system
  name: app-to-redis
  labels:
    kuma.io/mesh: default
spec:
  targetRef:
    kind: MeshService
    name: redis_kuma-demo_svc_6379
  from:
    - targetRef:
        kind: MeshSubset
        tags: 
          kuma.io/service: demo-app_kuma-demo_svc_5000
      default:
        action: Allow' | kubectl apply -f -

Even though the old TrafficPermission and the new MeshTrafficPermission are both in use, the new policy takes precedence, making the old one ineffective.

Observe the demo app behaves as expected. If everything goes well, we can safely remove TrafficPermission and conclude the migration.

Timeout -> MeshTimeout

Create a replacement policy for timeout-global Timeout and apply it with kuma.io/effect: shadow label:

echo 'apiVersion: kuma.io/v1alpha1
kind: MeshTimeout
metadata:
  namespace: kuma-system
  name: timeout-global
  labels:
    kuma.io/mesh: default
    kuma.io/effect: shadow
spec:
  targetRef:
    kind: Mesh
  to:
  - targetRef:
      kind: Mesh
    default:
      connectionTimeout: 21s
      idleTimeout: 22s
      http:
        requestTimeout: 23s
        streamIdleTimeout: 25s
        maxStreamDuration: 26s
  from:
  - targetRef:
      kind: Mesh
    default:
      connectionTimeout: 10s
      idleTimeout: 2h
      http:
        requestTimeout: 0s
        streamIdleTimeout: 2h' | kubectl apply -f-

Check the list of changes for redis_kuma-demo_svc_6379 pod in Envoy configuration using kumactl, jq and jd:

kumactl inspect dataplane redis-8fcbfc795-twlst.kuma-demo --type=config --shadow --include=diff | jq '.diff' | jd -t patch2jd

Expected output:

@ ["type.googleapis.com/envoy.config.cluster.v3.Cluster","demo-app_kuma-demo_svc_5000","typedExtensionProtocolOptions","envoy.extensions.upstreams.http.v3.HttpProtocolOptions","commonHttpProtocolOptions","maxConnectionDuration"]
+ "0s"
@ ["type.googleapis.com/envoy.config.listener.v3.Listener","outbound:10.43.146.6:5000","filterChains","0","filters","0","typedConfig","commonHttpProtocolOptions","idleTimeout"]
- "22s"
@ ["type.googleapis.com/envoy.config.listener.v3.Listener","outbound:10.43.146.6:5000","filterChains","0","filters","0","typedConfig","commonHttpProtocolOptions","idleTimeout"]
+ "0s"
@ ["type.googleapis.com/envoy.config.listener.v3.Listener","outbound:10.43.146.6:5000","filterChains","0","filters","0","typedConfig","routeConfig","virtualHosts","0","routes","0","route","idleTimeout"]
+ "25s"
@ ["type.googleapis.com/envoy.config.listener.v3.Listener","outbound:10.43.146.6:5000","filterChains","0","filters","0","typedConfig","requestHeadersTimeout"]
+ "0s"

Review the list and ensure the new MeshTimeout policy won’t change the important settings. The key differences between old and new timeout policies:

Previously, there was no way to specify requestHeadersTimeout, maxConnectionDuration and maxStreamDuration (on inbound). These timeouts were unset. With the new MeshTimeout policy we explicitly set them to 0s by default.
idleTimeout was configured both on the cluster and listener. MeshTimeout configures it only on the cluster.
route/idleTimeout is duplicated value of streamIdleTimeout but per-route. Previously we’ve set it only per-listener.

These 3 facts perfectly explain the list of changes we’re observing.

Remove the kuma.io/effect: shadow label. Even though the old Timeout and the new MeshTimeout are both in use, the new policy takes precedence, making the old one ineffective.
Observe the demo app behaves as expected. If everything goes well, we can safely remove Timeout and conclude the migration.

CircuitBreaker -> MeshCircuitBreaker

Create a replacement policy for cb-global CircutBreaker and apply it with kuma.io/effect: shadow label:

echo 'apiVersion: kuma.io/v1alpha1
kind: MeshCircuitBreaker
metadata:
  namespace: kuma-system
  name: cb-global
  labels:
    kuma.io/mesh: default
    kuma.io/effect: shadow
spec:
  targetRef:
    kind: Mesh
  to:
  - targetRef:
      kind: Mesh
    default:
      connectionLimits:
        maxConnections: 24
        maxPendingRequests: 25
        maxRequests: 26
        maxRetries: 27
      outlierDetection:
        interval: 21s
        baseEjectionTime: 22s
        maxEjectionPercent: 23
        splitExternalAndLocalErrors: false
        detectors:
          totalFailures:
            consecutive: 28
          gatewayFailures:
            consecutive: 29
          localOriginFailures:
            consecutive: 30
          successRate:
            requestVolume: 31
            minimumHosts: 32
            standardDeviationFactor: "1.33"
          failurePercentage:
            requestVolume: 34
            minimumHosts: 35
            threshold: 36' | kubectl apply -f-

Check the list of changes for redis_kuma-demo_svc_6379 pod in Envoy configuration using kumactl, jq and jd:
```
kumactl inspect dataplane demo-app-b4f98898-zxrqj.kuma-demo --type=config --shadow --include=diff | jq '.diff' | jd -t patch2jd
```
The expected output is empty. CircuitBreaker and MeshCircuitBreaker configures Envoy in the exact similar way.
Remove the kuma.io/effect: shadow label. Even though the old CircuitBreaker and the new MeshCircuitBreaker are both in use, the new policy takes precedence, making the old one ineffective.
Observe the demo app behaves as expected. If everything goes well, we can safely remove CircuitBreaker and conclude the migration.

TrafficRoute -> MeshTCPRoute

It’s safe to simply remove route-all-default TrafficRoute. Traffic will flow through the system even if there are neither TrafficRoutes nor MeshTCPRoutes/MeshHTTPRoutes.

Next steps

Further explore new policies

Migration to the new policies

Prerequisites

Start Kubernetes cluster

Install Kuma

Setup demo with old policies

Create default mesh

Deploy demo application

Enable Mutual TLS and Traffic Permissions

Deploy TrafficRoute

Deploy Timeouts

Deploy CircuitBreaker

Migration to the new policies

TrafficPermission -> MeshTrafficPermission

Timeout -> MeshTimeout

CircuitBreaker -> MeshCircuitBreaker

TrafficRoute -> MeshTCPRoute

Next steps

Create `default` mesh