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Istio upgrade guide

The steps are listed in this doc to perform an Istio version upgrade with the operator.

Istio Control Plane Upgrade

Let us suppose that we have a Kubernetes cluster with Istio 1.0.7, and we would like to upgrade our Istio components to Istio version 1.1.7. Here are the steps we need to perform to accomplish this with the operator:

  1. Deploy a version of the operator which supports Istio 1.1.x
  2. Apply a Custom Resource using Istio 1.1.7 components

What happens is that once the operator discerns that the Custom Resource it's watching has changed, it reconciles all Istio-related components in order to perform a control plane upgrade.

The upgrade process described above is between major Istio versions. Upgrading between minor Istio versions is even easier. You only need to perform the second of those two steps, i.e. apply a Custom Resource with the desired Istio version set for Istio's components, and the operator will do the rest for you.

Try it out!

Requirements:

  • Minikube v0.33.1+ or Kubernetes 1.10.0+
  • KUBECONFIG set to an existing Kubernetes cluster

If you already have Istio 1.0.x installed on your cluster you can skip the next section and can jump right to Deploy sample BookInfo application.

Install Istio 1.0.7

We install Istio with our operator, so first we need to check out the release-1.0 branch of our operator (this branch supports Istio versions before 1.1.0):

$ git clone [email protected]:banzaicloud/istio-operator.git
$ git checkout release-1.0

Install Istio Operator with make

Simply run the following make goal from the project root to install the operator:

$ make deploy

This command will install a Custom Resource Definition in the cluster, and will deploy the operator to the istio-system namespace. As is typical of operators, this will allow you to specify your Istio configurations to a Kubernetes Custom Resource.

Install Istio Operator with Helm

Alternatively, if you just can't let go of Helm completely, you can deploy the operator using a Helm chart, which is available in the Banzai Cloud stable Helm repo:

$ helm repo add banzaicloud-stable https://kubernetes-charts.banzaicloud.com
$ helm install --name=istio-operator --namespace=istio-system --set-string operator.image.tag=0.0.11 banzaicloud-stable/istio-operator

Note: As of now, the 0.0.11 tag is the latest version of our operator to support Istio versions 1.0.x.

Apply the Custom Resource

Once you've applied the Custom Resource to your cluster, the operator will start reconciling all of Istio's components.

There are some sample Custom Resource configurations in the config/samples folder. To deploy Istio 1.0.7 with its default configuration options, use the following command:

$ kubectl apply -n istio-system -f config/samples/istio_v1beta1_istio.yaml

After some time, you should see that the Istio pods are running:

$ kubectl get pods -n istio-system --watch
NAME                                      READY     STATUS    RESTARTS   AGE
istio-citadel-5b69bd4749-h24xk            1/1       Running   0          1m
istio-egressgateway-bb8b48cf8-w65hm       1/1       Running   0          1m
istio-galley-5ddd798686-jpdlm             1/1       Running   0          1m
istio-ingressgateway-678ff4cc87-gkdzt     1/1       Running   0          1m
istio-operator-controller-manager-0       2/2       Running   0          9m
istio-pilot-fc664fcbd-kgl2k               2/2       Running   0          1m
istio-policy-5cf55ff648-xfhf7             2/2       Running   0          1m
istio-sidecar-injector-596f8dddbb-gvzk9   1/1       Running   0          1m
istio-telemetry-7cbf75c5cf-wk4v8          2/2       Running   0          1m

The Istio Custom Resource is showing Available in its status field and the Istio components are using 1.0.7 images :

$ kubectl describe istio -n istio-system istio
Name:         istio-sample
Namespace:    istio-system
Labels:       controller-tools.k8s.io=1.0
Annotations:  kubectl.kubernetes.io/last-applied-configuration={"apiVersion":"istio.banzaicloud.io/v1beta1","kind":"Istio","metadata":{"annotations":{},"labels":{"controller-tools.k8s.io":"1.0"},"name":"istio-sampl...
API Version:  istio.banzaicloud.io/v1beta1
Kind:         Istio
Metadata:
  Creation Timestamp:  2019-03-31T10:07:22Z
  Finalizers:
    istio-operator.finializer.banzaicloud.io
  Generation:        2
  Resource Version:  13101
  Self Link:         /apis/istio.banzaicloud.io/v1beta1/namespaces/istio-system/istios/istio-sample
  UID:               c6a095da-539c-11e9-9080-42010a9a0136
Spec:
  Auto Injection Namespaces:
    default
  Citadel:
    Image:          istio/citadel:1.0.7
    Replica Count:  1
  Galley:
    Image:          istio/galley:1.0.7
    Replica Count:  1
  Gateways:
    Egress:
      Max Replicas:   5
      Min Replicas:   1
      Replica Count:  1
    Ingress:
      Max Replicas:   5
      Min Replicas:   1
      Replica Count:  1
  Include IP Ranges:  *
  Mixer:
    Image:          istio/mixer:1.0.7
    Max Replicas:   5
    Min Replicas:   1
    Replica Count:  1
  Mtls:             false
  Pilot:
    Image:           istio/pilot:1.0.7
    Max Replicas:    5
    Min Replicas:    1
    Replica Count:   1
    Trace Sampling:  1
  Proxy:
    Image:  istio/proxyv2:1.0.7
  Sidecar Injector:
    Image:          istio/sidecar_injector:1.0.7
    Replica Count:  1
  Tracing:
    Zipkin:
      Address:  zipkin.jaeger-system:9411
Status:
  Error Message:
  Status:         Available
Events:           <none>

Deploy sample BookInfo application

Let's make sure that Istio 1.0.7 is properly installed with Istio's BookInfo application:

$ kubectl -n default apply -f https://raw.githubusercontent.com/istio/istio/release-1.0/samples/bookinfo/platform/kube/bookinfo.yaml
service "details" created
deployment.extensions "details-v1" created
service "ratings" created
deployment.extensions "ratings-v1" created
service "reviews" created
deployment.extensions "reviews-v1" created
deployment.extensions "reviews-v2" created
deployment.extensions "reviews-v3" created
service "productpage" created
deployment.extensions "productpage-v1" created

$ kubectl -n default apply -f https://raw.githubusercontent.com/istio/istio/release-1.0/samples/bookinfo/networking/bookinfo-gateway.yaml
gateway.networking.istio.io "bookinfo-gateway" created
virtualservice.networking.istio.io "bookinfo" created

Determine the external hostname of the ingress gateway and open productpage in a browser:

$ INGRESS_HOST=$(kubectl -n istio-system get service istio-ingressgateway -o jsonpath='{.status.loadBalancer.ingress[0].ip}')
$ open http://$INGRESS_HOST/productpage

Install Istio 1.1.7

To install Istio 1.1.7, first we need to check out the release-1.1 branch of our operator (this branch supports the Istio 1.1.x versions):

$ git clone [email protected]:banzaicloud/istio-operator.git
$ git checkout release-1.1

If you installed Istio operator with make in the previous section go to to Install Istio Operator with make, if you installed it with helm go to Install Istio Operator with helm. If you haven't installed Istio operator so far you can choose whichever install option you like.

Install Istio Operator with make

Simply run the following make goal from the project root to install the operator:

$ make deploy

This command will install a Custom Resource Definition in the cluster, and will deploy the operator to the istio-system namespace.

Install Istio Operator with Helm

Alternatively, you can deploy the operator using a Helm chart, which is available in the Banzai Cloud stable Helm repo:

$ helm repo add banzaicloud-stable https://kubernetes-charts.banzaicloud.com
$ helm upgrade istio-operator --install --namespace=istio-system --set-string operator.image.tag=0.1.11 banzaicloud-stable/istio-operator

Note: As of now, the 0.1.11 tag is the latest version of our operator to support Istio versions 1.1.x.

Apply the new Custom Resource

If you've installed Istio 1.0.7 or earlier with the Istio operator, and if you check the logs of the operator pod at this point, you will see the following error message: intended Istio version is unsupported by this version of the operator. We need to update the Istio Custom Resource with Istio 1.1's components for the operator to be reconciled with the Istio control plane.

To deploy Istio 1.1.7 with its default configuration options, use the following command:

$ kubectl apply -n istio-system -f config/samples/istio_v1beta1_istio.yaml

After some time, you should see that new Istio pods are running:

$ kubectl get pods -n istio-system --watch
NAME                                      READY     STATUS    RESTARTS   AGE
istio-citadel-7664c58768-l8zgb            1/1       Running   0          7m
istio-egressgateway-8588c7c8d-wkpgk       1/1       Running   0          7m
istio-galley-78b8467b4d-b5dqs             1/1       Running   0          7m
istio-ingressgateway-5c48b96cb4-lnfsn     1/1       Running   0          7m
istio-operator-controller-manager-0       2/2       Running   0          16m
istio-pilot-84588fff4c-4lhq8              2/2       Running   0          7m
istio-policy-75f84689f5-78dxr             2/2       Running   0          7m
istio-sidecar-injector-66cd99d8c8-bp4j7   1/1       Running   0          7m
istio-telemetry-7b667c5fbb-2lfdc          2/2       Running   0          7m

The Istio Custom Resource is showing Available in its status field, and the Istio components are now using 1.1.7 images:

$ kubectl describe istio -n istio-system istio
Name:         istio-sample
Namespace:    istio-system
Labels:       controller-tools.k8s.io=1.0
Annotations:  kubectl.kubernetes.io/last-applied-configuration={"apiVersion":"istio.banzaicloud.io/v1beta1","kind":"Istio","metadata":{"annotations":{},"labels":{"controller-tools.k8s.io":"1.0"},"name":"istio-sampl...
API Version:  istio.banzaicloud.io/v1beta1
Kind:         Istio
Metadata:
  Creation Timestamp:  2019-03-31T10:07:22Z
  Finalizers:
    istio-operator.finializer.banzaicloud.io
  Generation:        3
  Resource Version:  21904
  Self Link:         /apis/istio.banzaicloud.io/v1beta1/namespaces/istio-system/istios/istio-sample
  UID:               c6a095da-539c-11e9-9080-42010a9a0136
Spec:
  Auto Injection Namespaces:
    default
  Citadel:
    Image:                         docker.io/istio/citadel:1.1.7
    Replica Count:                 1
  Control Plane Security Enabled:  false
  Default Pod Disruption Budget:
    Enabled:          true
  Exclude IP Ranges:
  Galley:
    Image:          docker.io/istio/galley:1.1.7
    Replica Count:  1
  Gateways:
    Egress:
      Max Replicas:   5
      Min Replicas:   1
      Replica Count:  1
      Service Annotations:
      Service Labels:
      Service Type:  ClusterIP
    Ingress:
      Max Replicas:   5
      Min Replicas:   1
      Replica Count:  1
      Service Annotations:
      Service Labels:
      Service Type:  LoadBalancer
    K8s ingress:
      Enabled:        false
  Include IP Ranges:  *
  Mixer:
    Image:          docker.io/istio/mixer:1.1.7
    Max Replicas:   5
    Min Replicas:   1
    Replica Count:  1
  Mtls:             false
  Node Agent:
    Enabled:  false
    Image:    docker.io/istio/node-agent-k8s:1.1.7
  Outbound Traffic Policy:
    Mode:  ALLOW_ANY
  Pilot:
    Image:           docker.io/istio/pilot:1.1.7
    Max Replicas:    5
    Min Replicas:    1
    Replica Count:   1
    Trace Sampling:  1
  Proxy:
    Enable Core Dump:  false
    Image:             docker.io/istio/proxyv2:1.1.7
  Proxy Init:
    Image:  docker.io/istio/proxy_init:1.1.7
  Sds:
    Enabled:  false
  Sidecar Injector:
    Image:                   docker.io/istio/sidecar_injector:1.1.7
    Replica Count:           1
    Rewrite App HTTP Probe:  true
  Tracing:
    Zipkin:
      Address:  zipkin.istio-system:9411
  Version:      1.1.7
Status:
  Error Message:
  Status:         Available
Events:           <none>

At this point, your Istio control plane is upgraded to Istio 1.1.7 and your BookInfo application should still be available at:

$ open http://$INGRESS_HOST/productpage

Istio Data Plane Upgrade

1. Sidecar upgrades

In order to change sidecars running older versions of the Istio proxy we need to perform a few manual steps (see sidecar-upgrade). We're already working on providing a seamless upgrade path through the operator for sidecars.

2. In-place upgrades

An in-place upgrade is impossible right now due to traffic disruptions. It is our plan to support this use-case as well, in the future.