istio.io/content/en/docs/setup/install/helm/index.md

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Install with Helm Install with Helm Install and configure Istio for in-depth evaluation. 27
kubernetes
helm
istio/wg-environments-maintainers helm no

Follow this guide to install and configure an Istio mesh using Helm for in-depth evaluation. The Helm charts used in this guide are the same underlying charts used when installing Istio via Istioctl or the Operator.

This feature is currently considered alpha.

Prerequisites

  1. Download the Istio release.

  2. Perform any necessary platform-specific setup.

  3. Check the Requirements for Pods and Services.

  4. Install a Helm client with a version higher than 3.1.1.

    {{< warning >}} Helm 2 is not supported for installing Istio. {{< /warning >}}

The commands in this guide use the Helm charts that are included in the Istio release package.

Installation steps

Change directory to the root of the release package and then follow the instructions below.

  1. Create a namespace istio-system for Istio components:

    {{< text bash >}} $ kubectl create namespace istio-system {{< /text >}}

  2. Install the Istio base chart which contains cluster-wide resources used by the Istio control plane:

    {{< text bash >}} $ helm install --namespace istio-system istio-base manifests/charts/base {{< /text >}}

    {{< warning >}} The default chart configuration uses the secure third party tokens for service account token projections used by Istio proxies to authenticate with the Istio control plane. Before proceeding to install any of the charts below, you should verify if third party tokens are enabled in your cluster by following the steps describe here. If third party tokens are not enabled, you should add the option --set global.jwtPolicy=first-party-jwt to the Helm install commands. If the jwtPolicy is not set correctly, pods associated with istiod, gateways or workloads with injected Envoy proxies will not get deployed due to the missing istio-token volume. {{< /warning >}}

  3. Install the Istio discovery chart which deploys the istiod service:

    {{< text bash >}} $ helm install --namespace istio-system istiod manifests/charts/istio-control/istio-discovery
    --set global.hub="docker.io/istio" --set global.tag="{{< istio_full_version >}}" {{< /text >}}

  4. (Optional) Install the Istio ingress gateway chart which contains the ingress gateway components:

    {{< text bash >}} $ helm install --namespace istio-system istio-ingress manifests/charts/gateways/istio-ingress
    --set global.hub="docker.io/istio" --set global.tag="{{< istio_full_version >}}" {{< /text >}}

  5. (Optional) Install the Istio egress gateway chart which contains the egress gateway components:

    {{< text bash >}} $ helm install --namespace istio-system istio-egress manifests/charts/gateways/istio-egress
    --set global.hub="docker.io/istio" --set global.tag="{{< istio_full_version >}}" {{< /text >}}

Verifying the installation

  1. Ensure all Kubernetes pods in istio-system namespace are deployed and have a STATUS of Running:

    {{< text bash >}} $ kubectl get pods -n istio-system {{< /text >}}

Updating your Istio configuration

You can provide override settings specific to any Istio Helm chart used above and follow the Helm upgrade workflow to customize your Istio mesh installation. The available configurable options can be found by inspecting the top level values.yaml file associated with the Helm charts located at manifests/charts inside the Istio release package specific to your version.

{{< warning >}} Note that the Istio Helm chart values are under active development and considered experimental. Upgrading to newer versions of Istio can involve migrating your override values to follow the new API. {{< /warning >}}

For customizations that are supported via both ProxyConfig and Helm values, using ProxyConfig is recommended because it provides schema validation while unstructured Helm values do not.

Upgrading using Helm

Before upgrading Istio in your cluster, we recommend creating a backup of your custom configurations, and restoring it from backup if necessary:

{{< text bash >}} $ kubectl get crds | grep 'istio.io' | cut -f1-1 -d "." |
xargs -n1 -I{} sh -c "kubectl get --all-namespaces -o yaml {}; echo ---" > $HOME/ISTIO_RESOURCE_BACKUP.yaml {{< /text >}}

You can restore your custom configuration like this:

{{< text bash >}} $ kubectl apply -f $HOME/ISTIO_RESOURCE_BACKUP.yaml {{< /text >}}

Migrating from non-Helm installations

If you're migrating from a version of Istio installed using istioctl or Operator to Helm, you need to delete your current Istio control plane resources and and re-install Istio using Helm as described above. When deleting your current Istio installation, you must not remove the Istio Custom Resource Definitions (CRDs) as that can lead to loss of your custom Istio resources.

{{< warning >}} It is highly recommended to take a backup of your Istio resources using steps described above before deleting current Istio installation in your cluster. {{< /warning >}}

You can follow steps mentioned in the Istioctl uninstall guide or Operator uninstall guide depending upon your installation method.

You can install a canary version of Istio control plane to validate that the new version is compatible with your existing configuration and data plane using the steps below:

{{< warning >}} Note that when you install a canary version of the istiod service, the underlying cluster-wide resources from the base chart are shared across your primary and canary installations.

Currently, there is no support for canary upgrades for Istio ingress and egress gateways. {{< /warning >}}

  1. Install a canary version of the Istio discovery chart by setting the revision value:

    {{< text bash >}} $ helm install --namespace istio-system istiod-canary manifests/charts/istio-control/istio-discovery --set revision=canary
    --set global.hub="docker.io/istio" --set global.tag=<version_to_upgrade> {{< /text >}}

  2. Verify that you have two versions of istiod installed in your cluster:

    {{< text bash >}} $ kubectl get pods -n istio-system -l app=istiod -L istio.io/rev NAME READY STATUS RESTARTS AGE REV istiod-5649c48ddc-dlkh8 1/1 Running 0 71m default istiod-canary-9cc9fd96f-jpc7n 1/1 Running 0 34m canary {{< /text >}}

  3. Follow the steps here to test or migrate existing workloads to use the canary control plane.

  4. Once you have verified and migrated your workloads to use the canary control plane, you can uninstall your old control plane:

    {{< text bash >}} $ helm delete --namespace istio-system istiod {{< /text >}}

In place upgrade

You can perform an in place upgrade of Istio in your cluster using the Helm upgrade workflow.

{{< warning >}} This upgrade path is only supported from Istio version 1.8 and above.

Add your override values file or custom options to the commands below to preserve your custom configuration during Helm upgrades. {{< /warning >}}

  1. Upgrade the Istio base chart:

    {{< text bash >}} $ helm upgrade --namespace istio-system istio-base manifests/charts/base {{< /text >}}

  2. Upgrade the Istio discovery chart:

    {{< text bash >}} $ helm upgrade --namespace istio-system istiod manifests/charts/istio-control/istio-discovery
    --set global.hub="docker.io/istio" --set global.tag="<version_to_upgrade>" {{< /text >}}

  3. (Optional) Upgrade the Istio ingress or egress gateway charts if installed in your cluster:

    {{< text bash >}} $ helm upgrade --namespace istio-system istio-ingress manifests/charts/gateways/istio-ingress
    --set global.hub="docker.io/istio" --set "global.tag=<version_to_upgrade>" $ helm upgrade --namespace istio-system istio-egress manifests/charts/gateways/istio-egress
    --set global.hub="docker.io/istio" --set "global.tag=<version_to_upgrade>" {{< /text >}}

Uninstall

You can uninstall Istio and its components by uninstalling the charts installed above.

  1. List all the Istio charts installed in istio-system namespace:

    {{< text bash >}} $ helm ls --namespace istio-system {{< /text >}}

  2. (Optional) Delete Istio ingress/egress chart:

    {{< text bash >}} $ helm delete --namespace istio-system istio-egress $ helm delete --namespace istio-system istio-ingress {{< /text >}}

  3. Delete Istio discovery chart:

    {{< text bash >}} $ helm delete --namespace istio-system istiod {{< /text >}}

  4. Delete Istio base chart:

    {{< warning >}} By design, deleting a chart via Helm doesn't delete the installed Custom Resource Definitions (CRDs) installed via the chart. {{< /warning >}}

    {{< text bash >}} $ helm delete --namespace istio-system istio-base {{< /text >}}

  5. Delete the istio-system namespace:

    {{< text bash >}} $ kubectl delete namespace istio-system {{< /text >}}

(Optional) Deleting CRDs installed by Istio

Deleting CRDs permanently removes any Istio resources you have created in your cluster. To permanently delete Istio CRDs installed in your cluster:

{{< text bash >}}
$ kubectl get crd | grep --color=never 'istio.io' | awk '{print $1}' \
    | xargs -n1 kubectl delete crd
{{< /text >}}