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docs(cloud): add comprehensive INIT_CONFIG YAML configuration documentation for self-hosted deployments #879
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Initial plan
Copilot fc66eaf
docs(cloud): add INIT_CONFIG environment variable documentation to de…
Copilot 723d23a
docs(cloud): add provider configuration planning guide for INIT_CONFIG
Copilot 8f443c7
fix(cloud): correct frontmatter structure in planning guide
Copilot 24df97a
Update content/en/cloud/self-hosted/deployment/_index.md
leecalcote 30615c4
Update content/en/cloud/self-hosted/deployment/_index.md
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docs(cloud): update deployment guide headings and add comprehensive Y…
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| Original file line number | Diff line number | Diff line change |
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| @@ -1,5 +1,136 @@ | ||
| --- | ||
| title: Planning Layer5 Cloud Deployment | ||
| title: Planning | ||
|
Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. @copilot don't change the title.
Contributor
Author
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Fixed in commit 8f443c7. The title is now preserved as "Planning" and the frontmatter structure is correct. |
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| description: Plan your self-hosted Layer5 Cloud deployment | ||
| weight: 2 | ||
| --- | ||
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| ## Provider Configuration Planning | ||
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| When planning your self-hosted Layer5 Cloud deployment, consider how you will initialize and configure your provider instance. The `INIT_CONFIG` environment variable enables you to automate provider configuration during deployment. | ||
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| ### Configuration Strategy | ||
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| Before deploying, plan your configuration approach: | ||
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| 1. **Provider Identity**: Define your provider name and identification | ||
| 2. **Initial Settings**: Determine which settings need to be configured at startup | ||
| 3. **Configuration Management**: Decide how configuration will be managed (environment variables, secrets, config files) | ||
| 4. **Update Strategy**: Plan for configuration updates and changes over time | ||
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| ### Provider Admin Organization Initialization | ||
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| The Provider Admin organization is a special organization identified by the hardcoded UUID `11111111-1111-1111-1111-111111111111`. It represents the root administrative organization for the cloud platform. | ||
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| #### Configuration Format | ||
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| The `INIT_CONFIG` environment variable accepts a YAML configuration with the following structure: | ||
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| ```yaml | ||
| organization: | ||
| name: "Layer5" | ||
| description: "The uber organization for all things Layer5." | ||
| country: "United States" | ||
| region: "North America" | ||
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| user: | ||
| first_name: "Admin" | ||
| last_name: "User" | ||
| email: "[email protected]" | ||
| username: "[email protected]" # Optional, defaults to email if not provided | ||
| password: "change-me-on-first-login" # Required | ||
| ``` | ||
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| #### Setting the Environment Variable | ||
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| To enable Provider Admin organization initialization, set the `INIT_CONFIG` environment variable with the entire YAML configuration as its value: | ||
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| ```bash | ||
| INIT_CONFIG='organization: | ||
| name: "Layer5" | ||
| description: "The uber organization for all things Layer5." | ||
| country: "United States" | ||
| region: "North America" | ||
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| user: | ||
| first_name: "Admin" | ||
| last_name: "User" | ||
| email: "[email protected]" | ||
| username: "[email protected]" | ||
| password: "change-me-on-first-login"' | ||
| ``` | ||
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| #### Required and Optional Fields | ||
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| **Organization:** | ||
| - `name`: Name of the provider organization (required) | ||
| - `description`: Description of the organization (optional) | ||
| - `country`: Country where the organization is located (optional) | ||
| - `region`: Region where the organization is located (optional) | ||
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| **User:** | ||
| - `first_name`: First name of the provider admin user (required) | ||
| - `last_name`: Last name of the provider admin user (required) | ||
| - `email`: Email address of the provider admin user (required) | ||
| - `username`: Username for the provider admin user (optional, defaults to email) | ||
| - `password`: Password for the provider admin user (required) | ||
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| #### Initialization Process | ||
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| When the server starts and `INIT_CONFIG` is set: | ||
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| 1. The YAML configuration is parsed and validated | ||
| 2. The system checks if the provider organization already exists (by UUID `11111111-1111-1111-1111-111111111111`) | ||
| 3. If the organization exists, initialization is skipped | ||
| 4. If the organization does not exist: | ||
| - Kratos identity is created with password credentials for authentication | ||
| - Provider admin user is created | ||
| - Admin and MeshMap roles are assigned to the user | ||
| - Provider organization is created with the hardcoded UUID | ||
| - User is added to the provider organization with organization admin role | ||
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| #### Idempotency | ||
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| The initialization process is idempotent: | ||
| - Running the server multiple times with the same configuration will not create duplicate organizations | ||
| - If the provider organization already exists, the initialization is skipped | ||
| - No errors are thrown if the organization already exists | ||
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| #### Error Handling | ||
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| If initialization fails: | ||
| - Errors are logged using MeshKit logger | ||
| - The server continues to start (non-fatal error) | ||
| - All database operations are wrapped in a transaction for atomicity | ||
| - If any step fails, all changes are rolled back | ||
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| ### Deployment Options | ||
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| You can set the `INIT_CONFIG` environment variable using several methods: | ||
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| **Option A (Helm with inline values)**: Include `initConfig` in the Helm `values.yaml` file with the YAML configuration as a multiline string | ||
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| **Option B (Helm with --set-file flag)**: Use `--set-file` to load configuration from a separate file: | ||
| ```bash | ||
| helm install meshery-cloud ./install/kubernetes/helm/layer5-cloud \ | ||
| --set-file env.initConfig=./config/provider-init.yaml.example | ||
| ``` | ||
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| **Option C (Direct environment variable)**: Set the `INIT_CONFIG` environment variable with the YAML content as a string | ||
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| ### Using INIT_CONFIG for Automated Setup | ||
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| The `INIT_CONFIG` environment variable allows you to pre-configure your provider during deployment, eliminating manual setup steps. This is particularly valuable for: | ||
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| - **Reproducible Deployments**: Ensure consistent configuration across environments | ||
| - **CI/CD Integration**: Automate deployments with predefined configurations | ||
| - **Infrastructure as Code**: Manage provider configuration alongside your infrastructure | ||
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| For detailed configuration options, see the configuration schema below. | ||
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| {{< alert type="warning" title="Important" >}} | ||
| Plan your INIT_CONFIG carefully as it is only processed during initial startup. Changes require redeployment or manual configuration updates. | ||
| {{< /alert >}} | ||
| Layer5 Cloud Deployment | ||
| description: "Understand deployment prerequisites and prepare your environment for a secure and scalable Layer5 Cloud deployment." | ||
| categories: [Self-Hosted] | ||
| #tags: [helm] | ||
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Added in commit b76bdfa. The Docker example now includes the "# example" comment.