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Include Compatibility matrix and update the readme #486

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222 changes: 16 additions & 206 deletions README.md
Original file line number Diff line number Diff line change
Expand Up @@ -2,23 +2,6 @@
[![Releases](https://img.shields.io/badge/version-v0.0.1-orange.svg)](https://sigs.k8s.io/cluster-api-provider-ibmcloud/releases "Cluster API provider IBM Cloud latest release")
[![Go Report Card](https://goreportcard.com/badge/sigs.k8s.io/cluster-api-provider-ibmcloud)](https://goreportcard.com/report/sigs.k8s.io/cluster-api-provider-ibmcloud)

<!-- START doctoc generated TOC please keep comment here to allow auto update -->
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DO we still want to keep the toc? Why remove it?

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@mkumatag mkumatag Dec 14, 2021

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we hardly have any content here in the readme to maintain the index, wdys?

<!-- DON'T EDIT THIS SECTION, INSTEAD RE-RUN doctoc TO UPDATE -->
**Table of Contents** *generated with [DocToc](https://github.com/thlorenz/doctoc)*

- [Kubernetes Cluster API Provider IBM Cloud](#kubernetes-cluster-api-provider-ibm-cloud)
- [What is the Cluster API Provider IBM Cloud](#what-is-the-cluster-api-provider-ibm-cloud)
- [Getting Started](#getting-started)
- [Prerequisites](#prerequisites)
- [How to provision a simple workload cluster in IBM Cloud VPC Gen2 from local bootstrap cluster](#how-to-provision-a-simple-workload-cluster-in-ibm-cloud-vpc-gen2-from-local-bootstrap-cluster)
- [Build workload cluster image:](#build-workload-cluster-image)
- [Provision local boostrap management cluster:](#provision-local-boostrap-management-cluster)
- [Provision Workload Cluster in IBM Cloud VPC](#provision-workload-cluster-in-ibm-cloud-vpc)
- [Community, discussion, contribution, and support](#community-discussion-contribution-and-support)
- [Code of conduct](#code-of-conduct)

<!-- END doctoc generated TOC please keep comment here to allow auto update -->

# Kubernetes Cluster API Provider IBM Cloud

<a href="https://github.com/kubernetes-sigs/cluster-api"><img src="https://github.com/kubernetes/kubernetes/raw/master/logo/logo.png" width="100"></a><a href="https://www.ibm.com/cloud/"><img hspace="90px" src="./docs/images/ibm-cloud.svg" alt="Powered by IBM Cloud" height="100"></a>
Expand All @@ -31,204 +14,31 @@ This repository hosts a concrete implementation of an IBM Cloud provider for the

The [Cluster API](https://github.com/kubernetes-sigs/cluster-api) brings declarative, Kubernetes-style APIs to cluster creation, configuration and management. The API itself is shared across multiple cloud providers allowing for true IBM Cloud hybrid deployments of Kubernetes.

## Getting Started

### Prerequisites

1. Install `kubectl` (see [here](https://kubernetes.io/docs/tasks/tools/install-kubectl/#install-kubectl-binary-with-curl-on-linux)). Because `kustomize` was included into `kubectl` and it's used by `cluster-api-provider-ibmcloud` in generating yaml files, so version `1.14.0+` of `kubectl` is required, see [integrate kustomize into kubectl](https://github.com/kubernetes/enhancements/issues/633) for more info.
2. You can use either VM, container or existing Kubernetes cluster act as the bootstrap cluster.
- If you want to use container, install [kind](https://github.com/kubernetes-sigs/kind#installation-and-usage). This is preferred.
- If you want to use VM, install [minikube](https://kubernetes.io/docs/tasks/tools/install-minikube/), version 0.30.0 or greater.
- If you want to use existing Kubernetes cluster, prepare your kubeconfig.
3. Install a [driver](https://github.com/kubernetes/minikube/blob/master/docs/drivers.md) **if you are using minikube**. For Linux, we recommend kvm2. For MacOS, we recommend VirtualBox.
4. An appropriately configured [Go development environment](https://golang.org/doc/install)
5. Install `clusterctl` tool (see [here](https://cluster-api.sigs.k8s.io/user/quick-start.html#install-clusterctl))

## How to provision a simple workload cluster in IBM Cloud VPC Gen2 from local bootstrap cluster

### Build workload cluster image:

1. Build a qcow2 image suitable for use as a Kubernetes cluster machine as detailed in the image builder [book](https://image-builder.sigs.k8s.io/capi/providers/raw.html).

**Note:** Rename the output image to add the `.qcow2` extension. This is required by the next step.


2. Create a VPC Gen2 custom image based on the qcow2 image built in the previous step as detailed in the VPC [documentation](https://cloud.ibm.com/docs/vpc?topic=vpc-planning-custom-images).

### Provision local boostrap management cluster:

1. Create simple, local bootstrap cluster with a control-plane and worker node

Using [kind](https://kind.sigs.k8s.io/docs/user/quick-start/):

```console
~ kind create cluster --name my-bootstrap --config bootstrap.yaml
```

Example bootstrap.yaml:
```yaml
kind: Cluster
apiVersion: kind.x-k8s.io/v1alpha4
nodes:
- role: control-plane
- role: worker
```

Make sure the nodes are in `Ready` state before moving on.

```console
~ kubectl get nodes
NAME STATUS ROLES AGE VERSION
my-bootstrap-control-plane Ready control-plane,master 46h v1.20.2
my-bootstrap-worker Ready <none> 46h v1.20.2
```

2. Apply IBM VPC CAPI CRDs

```console
~ kubectl apply -f config/crd/bases
```

Output:
```console
customresourcedefinition.apiextensions.k8s.io/ibmvpcclusters.infrastructure.cluster.x-k8s.io created
customresourcedefinition.apiextensions.k8s.io/ibmvpcmachines.infrastructure.cluster.x-k8s.io created
customresourcedefinition.apiextensions.k8s.io/ibmvpcmachinetemplates.infrastructure.cluster.x-k8s.io created
```

3. Initialize local bootstrap cluter as a management cluster

This cluster will be used to provision a workload cluster in IBM Cloud.

```console
~ clusterctl init
```

Output:
```console
Fetching providers
Installing cert-manager Version="v1.1.0"
Waiting for cert-manager to be available...
Installing Provider="cluster-api" Version="v0.3.16" TargetNamespace="capi-system"
Installing Provider="bootstrap-kubeadm" Version="v0.3.16" TargetNamespace="capi-kubeadm-bootstrap-system"
Installing Provider="control-plane-kubeadm" Version="v0.3.16" TargetNamespace="capi-kubeadm-control-plane-system"

Your management cluster has been initialized successfully!

You can now create your first workload cluster by running the following:

clusterctl config cluster [name] --kubernetes-version [version] | kubectl apply -f -
```

### Provision Workload Cluster in IBM Cloud VPC

1. Set workload cluster environment variables

The sample IAM_ENDPOINT below points to Production and the SERVICE_ENDPOINT points to the `us-east` VPC region. Make sure these values reflect your target VPC environment in IBM Cloud.

```console
export IAM_ENDPOINT=https://iam.cloud.ibm.com/identity/token
export SERVICE_ENDPOINT=https://us-south.iaas.cloud.ibm.com/v1
export API_KEY=<YOUR_API_KEY>
```

2. Run IBM provider controllers

The controllers will run against your local management bootstrap cluster.

```console
~ make run
```

3. Provision workload cluster in IBM Cloud

You can use clusterctl to render the yaml through templates.

**Note:** the `IBMVPC_IMAGE_ID` value below should reflect the ID of the custom qcow2 image

```console
IBMVPC_REGION=us-south \
IBMVPC_ZONE=us-south-1 \
IBMVPC_RESOURCEGROUP=4f15679623607b855b1a27a67f20e1c7 \
IBMVPC_NAME=ibm-vpc-0 \
IBMVPC_IMAGE_ID=r134-ea84bbec-7986-4ff5-8489-d9ec34611dd4 \
IBMVPC_PROFILE=bx2-4x16 \
IBMVPC_SSHKEY_ID=r134-2a82b725-e570-43d3-8b23-9539e8641944 \
clusterctl generate cluster ibm-vpc-0 --kubernetes-version v1.19.9 \
--target-namespace default \
--control-plane-machine-count=1 \
--worker-machine-count=2 \
--from ./templates/cluster-template.yaml | kubectl apply -f -
```

Output:
```console
cluster.cluster.x-k8s.io/ibm-vpc-5 created
ibmvpccluster.infrastructure.cluster.x-k8s.io/ibm-vpc-5 created
kubeadmcontrolplane.controlplane.cluster.x-k8s.io/ibm-vpc-5-control-plane created
ibmvpcmachinetemplate.infrastructure.cluster.x-k8s.io/ibm-vpc-5-control-plane created
machinedeployment.cluster.x-k8s.io/ibm-vpc-5-md-0 created
ibmvpcmachinetemplate.infrastructure.cluster.x-k8s.io/ibm-vpc-5-md-0 created
kubeadmconfigtemplate.bootstrap.cluster.x-k8s.io/ibm-vpc-5-md-0 created
```

4. Deploy Container Network Interface (CNI)

Example: calico
```console
kubectl apply -f https://docs.projectcalico.org/v3.15/manifests/calico.yaml
```


5. Check the state of the provisioned cluster and machine objects within the local management cluster

Clusters
```console
~ kubectl get clusters
NAME PHASE
ibm-vpc-0 Provisioned
```
## Documentation

Kubeadm Control Plane
```console
~ kubectl get kubeadmcontrolplane
NAME INITIALIZED API SERVER AVAILABLE VERSION REPLICAS READY UPDATED UNAVAILABLE
ibm-vpc-0-control-plane true true v1.19.9 1 1 1
```
Please see our [book](https://cluster-api-ibmcloud.sigs.k8s.io) for in-depth documentation.
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The book looks great, thanks @mkumatag !


Machines
```console
~ kubectl get machines
ibm-vpc-0-control-plane-vzz47 ibmvpc://ibm-vpc-0/ibm-vpc-0-control-plane-rg6xv Running v1.19.9
ibm-vpc-0-md-0-5444cfcbcd-6gg5z ibmvpc://ibm-vpc-0/ibm-vpc-0-md-0-dbxb7 Running v1.19.9
ibm-vpc-0-md-0-5444cfcbcd-7kr9x ibmvpc://ibm-vpc-0/ibm-vpc-0-md-0-k7blr Running v1.19.9
```
## Launching a Kubernetes cluster on IBMCloud

6. Check the state of the newly provisioned cluster within IBM Cloud
Check out the [Cluster API IBMCloud Quick Start](https://cluster-api-ibmcloud.sigs.k8s.io/getting-started.html) for launching a
cluster on IBMCloud.

```console
~ clusterctl get kubeconfig ibm-vpc-0 > ~/.kube/ibm-vpc-0
~ export KUBECONFIG=~/.kube/ibm-vpc-0
~ kubectl get nodes
NAME STATUS ROLES AGE VERSION
ibm-vpc-0-control-plane-rg6xv Ready master 41h v1.18.15
ibm-vpc-0-md-0-4dc5c Ready <none> 41h v1.18.15
ibm-vpc-0-md-0-dbxb7 Ready <none> 20h v1.18.15
```
## Compatibility with Cluster API and Kubernetes Versions

7. Experiment with machinedeployment alterations in your management cluster
This provider's versions are compatible with the following versions of Cluster API:

With your management *(local)* and workload *(IBM Cloud)* clusters successfully provisioned, you can now experiment with altering the number of machine deployment replicas in your management cluster and see the replica counts reconciled in your workload cluster.
| | v1alpha3 (v0.3) | v1alpha4 (v0.4) | v1beta1 (v1.0) |
|-----------------------------------| --------------- | --------------- | -------------- |
| IBMCloud Provider v1alpha4 (v0.1) | ✓ | ✓ | |
| IBMCloud Provider v1beta1 (v0.2) | | | ✓ |

```console
~ kubectl get machinedeployments
NAME PHASE REPLICAS READY UPDATED UNAVAILABLE
ibm-vpc-0-md-0 Running 2 2 2

~ kubectl scale machinedeployment ibm-vpc-0-md-0 --replicas 3
```
This provider's versions are able to install and manage the following versions of Kubernetes:

Increase / decrease the `replicas: 2` count in the spec section to see the machine replicas reconciled within the workload cluster.
| | v1.21 | v1.22 |
|-----------------------------------| ----- | ----- |
| IBMCloud Provider v1alpha4 (v0.1) | ✓ | ✓ |
| IBMCloud Provider v1beta1 (v0.2) | ✓ | ✓ |

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