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Deploying and Upgrading AMQ Streams on OpenShift

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Red Hat AMQ Streams 2.3

Deploy AMQ Streams 2.3 on OpenShift Container Platform

Abstract

Deploy AMQ Streams to an OpenShift cluster using the OperatorHub or installation artifacts. Use the AMQ Streams Cluster Operator to deploy and manage Kafka components. Upgrade AMQ Streams to take advantage of new features. As part of the upgrade, upgrade Kafka to the latest supported version.

Making open source more inclusive

Red Hat is committed to replacing problematic language in our code, documentation, and web properties. We are beginning with these four terms: master, slave, blacklist, and whitelist. Because of the enormity of this endeavor, these changes will be implemented gradually over several upcoming releases. For more details, see our CTO Chris Wright’s message.

Chapter 1. Deployment overview

AMQ Streams simplifies the process of running Apache Kafka in an OpenShift cluster.

This guide provides instructions on all the options available for deploying and upgrading AMQ Streams, describing what is deployed, and the order of deployment required to run Apache Kafka in an OpenShift cluster.

As well as describing the deployment steps, the guide also provides pre- and post-deployment instructions to prepare for and verify a deployment. The guide also describes additional deployment options for introducing metrics.

Upgrade instructions are provided for AMQ Streams and Kafka upgrades.

AMQ Streams is designed to work on all types of OpenShift cluster regardless of distribution, from public and private clouds to local deployments intended for development.

1.1. Configuring a deployment

The deployment procedures in this guide are designed to help you set up the initial structure of your deployment. After setting up the structure, you can use custom resources to configure the deployment to your precise needs. The deployment procedures use the example installation files provided with AMQ Streams. The procedures highlight any important configuration considerations, but they do not describe all the configuration options available.

You might want to review the configuration options available for Kafka components before you deploy AMQ Streams. For more information on the configuration options, see Configuring AMQ Streams on OpenShift.

1.1.1. Securing Kafka

On deployment, the Cluster Operator automatically sets up TLS certificates for data encryption and authentication within your cluster.

AMQ Streams provides additional configuration options for encryption, authentication and authorization:

1.1.2. Monitoring a deployment

AMQ Streams supports additional deployment options to monitor your deployment.

1.1.3. CPU and memory resource limits and requests

By default, the AMQ Streams Cluster Operator does not specify requests and limits for CPU and memory resources for any operands it deploys.

Having sufficient resources is important for applications like Kafka to be stable and deliver good performance.

The right amount of resources you should use depends on the specific requirements and use-cases.

You should consider configuring the CPU and memory resources. You can set resource requests and limits for each container in the AMQ Streams custom resources.

1.2. AMQ Streams custom resources

A deployment of Kafka components to an OpenShift cluster using AMQ Streams is highly configurable through the application of custom resources. Custom resources are created as instances of APIs added by Custom resource definitions (CRDs) to extend OpenShift resources.

CRDs act as configuration instructions to describe the custom resources in an OpenShift cluster, and are provided with AMQ Streams for each Kafka component used in a deployment, as well as users and topics. CRDs and custom resources are defined as YAML files. Example YAML files are provided with the AMQ Streams distribution.

CRDs also allow AMQ Streams resources to benefit from native OpenShift features like CLI accessibility and configuration validation.

1.2.1. AMQ Streams custom resource example

CRDs require a one-time installation in a cluster to define the schemas used to instantiate and manage AMQ Streams-specific resources.

After a new custom resource type is added to your cluster by installing a CRD, you can create instances of the resource based on its specification.

Depending on the cluster setup, installation typically requires cluster admin privileges.

Note

Access to manage custom resources is limited to AMQ Streams administrators. For more information, see Designating AMQ Streams administrators.

A CRD defines a new kind of resource, such as kind:Kafka, within an OpenShift cluster.

The Kubernetes API server allows custom resources to be created based on the kind and understands from the CRD how to validate and store the custom resource when it is added to the OpenShift cluster.

Warning

When CRDs are deleted, custom resources of that type are also deleted. Additionally, the resources created by the custom resource, such as pods and statefulsets are also deleted.

Each AMQ Streams-specific custom resource conforms to the schema defined by the CRD for the resource’s kind. The custom resources for AMQ Streams components have common configuration properties, which are defined under spec.

To understand the relationship between a CRD and a custom resource, let’s look at a sample of the CRD for a Kafka topic.

Kafka topic CRD

apiVersion: kafka.strimzi.io/v1beta2
kind: CustomResourceDefinition
metadata: 1
  name: kafkatopics.kafka.strimzi.io
  labels:
    app: strimzi
spec: 2
  group: kafka.strimzi.io
  versions:
    v1beta2
  scope: Namespaced
  names:
    # ...
    singular: kafkatopic
    plural: kafkatopics
    shortNames:
    - kt 3
  additionalPrinterColumns: 4
      # ...
  subresources:
    status: {} 5
  validation: 6
    openAPIV3Schema:
      properties:
        spec:
          type: object
          properties:
            partitions:
              type: integer
              minimum: 1
            replicas:
              type: integer
              minimum: 1
              maximum: 32767
      # ...

1
The metadata for the topic CRD, its name and a label to identify the CRD.
2
The specification for this CRD, including the group (domain) name, the plural name and the supported schema version, which are used in the URL to access the API of the topic. The other names are used to identify instance resources in the CLI. For example, oc get kafkatopic my-topic or oc get kafkatopics.
3
The shortname can be used in CLI commands. For example, oc get kt can be used as an abbreviation instead of oc get kafkatopic.
4
The information presented when using a get command on the custom resource.
5
The current status of the CRD as described in the schema reference for the resource.
6
openAPIV3Schema validation provides validation for the creation of topic custom resources. For example, a topic requires at least one partition and one replica.
Note

You can identify the CRD YAML files supplied with the AMQ Streams installation files, because the file names contain an index number followed by ‘Crd’.

Here is a corresponding example of a KafkaTopic custom resource.

Kafka topic custom resource

apiVersion: kafka.strimzi.io/v1beta2
kind: KafkaTopic 1
metadata:
  name: my-topic
  labels:
    strimzi.io/cluster: my-cluster 2
spec: 3
  partitions: 1
  replicas: 1
  config:
    retention.ms: 7200000
    segment.bytes: 1073741824
status:
  conditions: 4
    lastTransitionTime: "2019-08-20T11:37:00.706Z"
    status: "True"
    type: Ready
  observedGeneration: 1
  / ...

1
The kind and apiVersion identify the CRD of which the custom resource is an instance.
2
A label, applicable only to KafkaTopic and KafkaUser resources, that defines the name of the Kafka cluster (which is same as the name of the Kafka resource) to which a topic or user belongs.
3
The spec shows the number of partitions and replicas for the topic as well as the configuration parameters for the topic itself. In this example, the retention period for a message to remain in the topic and the segment file size for the log are specified.
4
Status conditions for the KafkaTopic resource. The type condition changed to Ready at the lastTransitionTime.

Custom resources can be applied to a cluster through the platform CLI. When the custom resource is created, it uses the same validation as the built-in resources of the Kubernetes API.

After a KafkaTopic custom resource is created, the Topic Operator is notified and corresponding Kafka topics are created in AMQ Streams.

1.3. Using the Kafka Bridge to connect with a Kafka cluster

You can use the AMQ Streams Kafka Bridge API to create and manage consumers and send and receive records over HTTP rather than the native Kafka protocol.

When you set up the Kafka Bridge you configure HTTP access to the Kafka cluster. You can then use the Kafka Bridge to produce and consume messages from the cluster, as well as performing other operations through its REST interface.

Additional resources

1.4. Document Conventions

User-replaced values

User-replaced values, also known as replaceables, are shown in italics with angle brackets (< >). Underscores ( _ ) are used for multi-word values. If the value refers to code or commands, monospace is also used.

For example, in the following code, you will want to replace <my_namespace> with the name of your namespace:

sed -i 's/namespace: .*/namespace: <my_namespace>/' install/cluster-operator/*RoleBinding*.yaml

1.5. Additional resources

Chapter 2. AMQ Streams installation methods

You can install AMQ Streams on OpenShift 4.8 to 4.12 in two ways.

Installation methodDescription

Installation artifacts (YAML files)

Download Red Hat AMQ Streams 2.3 OpenShift Installation and Example Files from the AMQ Streams software downloads page. Deploy the YAML installation artifacts to your OpenShift cluster using oc. You start by deploying the Cluster Operator from install/cluster-operator to a single namespace, multiple namespaces, or all namespaces.

You can also use the install/ artifacts to deploy the following:

  • AMQ Streams administrator roles (strimzi-admin)
  • A standalone Topic Operator (topic-operator)
  • A standalone User Operator (user-operator)
  • AMQ Streams Drain Cleaner (drain-cleaner)

OperatorHub

Use the Red Hat Integration - AMQ Streams in the OperatorHub to deploy AMQ Streams to a single namespace or all namespaces.

For the greatest flexibility, choose the installation artifacts method. The OperatorHub method provides a standard configuration and allows you to take advantage of automatic updates.

Note

Installation of AMQ Streams using Helm is not supported.

Chapter 3. What is deployed with AMQ Streams

Apache Kafka components are provided for deployment to OpenShift with the AMQ Streams distribution. The Kafka components are generally run as clusters for availability.

A typical deployment incorporating Kafka components might include:

  • Kafka cluster of broker nodes
  • ZooKeeper cluster of replicated ZooKeeper instances
  • Kafka Connect cluster for external data connections
  • Kafka MirrorMaker cluster to mirror the Kafka cluster in a secondary cluster
  • Kafka Exporter to extract additional Kafka metrics data for monitoring
  • Kafka Bridge to make HTTP-based requests to the Kafka cluster

Not all of these components are mandatory, though you need Kafka and ZooKeeper as a minimum. Some components can be deployed without Kafka, such as MirrorMaker or Kafka Connect.

3.1. Order of deployment

The required order of deployment to an OpenShift cluster is as follows:

  1. Deploy the Cluster Operator to manage your Kafka cluster
  2. Deploy the Kafka cluster with the ZooKeeper cluster, and include the Topic Operator and User Operator in the deployment
  3. Optionally deploy:

    • The Topic Operator and User Operator standalone if you did not deploy them with the Kafka cluster
    • Kafka Connect
    • Kafka MirrorMaker
    • Kafka Bridge
    • Components for the monitoring of metrics

The Cluster Operator creates OpenShift resources for the components, such as Deployment, Service, and Pod resources. The names of the OpenShift resources are appended with the name specified for a component when it’s deployed. For example, a Kafka cluster named my-kafka-cluster has a service named my-kafka-cluster-kafka.

Chapter 4. Preparing for your AMQ Streams deployment

This section shows how you prepare for an AMQ Streams deployment, describing:

Note

To run the commands in this guide, your cluster user must have the rights to manage role-based access control (RBAC) and CRDs.

4.1. Deployment prerequisites

To deploy AMQ Streams, you will need the following:

  • An OpenShift 4.8 to 4.12 cluster.

    AMQ Streams is based on Strimzi 0.32.x.

  • The oc command-line tool is installed and configured to connect to the running cluster.

4.2. Downloading AMQ Streams release artifacts

To use deployment files to install AMQ Streams, download and extract the files from the AMQ Streams software downloads page.

AMQ Streams release artifacts include sample YAML files to help you deploy the components of AMQ Streams to OpenShift, perform common operations, and configure your Kafka cluster.

Use oc to deploy the Cluster Operator from the install/cluster-operator folder of the downloaded ZIP file. For more information about deploying and configuring the Cluster Operator, see Section 6.2, “Deploying the Cluster Operator”.

In addition, if you want to use standalone installations of the Topic and User Operators with a Kafka cluster that is not managed by the AMQ Streams Cluster Operator, you can deploy them from the install/topic-operator and install/user-operator folders.

Note

Additionally, AMQ Streams container images are available through the Red Hat Ecosystem Catalog. However, we recommend that you use the YAML files provided to deploy AMQ Streams.

4.3. Example configuration and deployment files

Use the example configuration and deployment files provided with AMQ Streams to deploy Kafka components with different configurations and monitor your deployment. Example configuration files for custom resources contain important properties and values, which you can extend with additional supported configuration properties for your own deployment.

4.3.1. Example files location

The example files are provided with the downloadable release artifacts from the AMQ Streams software downloads page.

You can download and apply the examples using the oc command-line tool. The examples can serve as a starting point when building your own Kafka component configuration for deployment.

Note

If you installed AMQ Streams using the Operator, you can still download the example files and use them to upload configuration.

4.3.2. Example files provided with AMQ Streams

The release artifacts include an examples directory that contains the configuration examples.

Examples directory

examples
├── user 1
├── topic 2
├── security 3
│   ├── tls-auth
│   ├── scram-sha-512-auth
│   └── keycloak-authorization
├── mirror-maker 4
├── metrics 5
├── kafka 6
├── cruise-control 7
├── connect 8
└── bridge 9

1
KafkaUser custom resource configuration, which is managed by the User Operator.
2
KafkaTopic custom resource configuration, which is managed by Topic Operator.
3
Authentication and authorization configuration for Kafka components. Includes example configuration for TLS and SCRAM-SHA-512 authentication. The Red Hat Single Sign-On example includes Kafka custom resource configuration and a Red Hat Single Sign-On realm specification. You can use the example to try Red Hat Single Sign-On authorization services. There is also an example with enabled oauth authentication and keycloak authorization metrics.
4
Kafka custom resource configuration for a deployment of Mirror Maker. Includes example configuration for replication policy and synchronization frequency.
5
Metrics configuration, including Prometheus installation and Grafana dashboard files.
6
Kafka custom resource configuration for a deployment of Kafka. Includes example configuration for an ephemeral or persistent single or multi-node deployment.
7
Kafka custom resource with a deployment configuration for Cruise Control. Includes KafkaRebalance custom resources to generate optimizations proposals from Cruise Control, with example configurations to use the default or user optimization goals.
8
KafkaConnect and KafkaConnector custom resource configuration for a deployment of Kafka Connect. Includes example configuration for a single or multi-node deployment.
9
KafkaBridge custom resource configuration for a deployment of Kafka Bridge.

4.4. Pushing container images to your own registry

Container images for AMQ Streams are available in the Red Hat Ecosystem Catalog. The installation YAML files provided by AMQ Streams will pull the images directly from the Red Hat Ecosystem Catalog.

If you do not have access to the Red Hat Ecosystem Catalog or want to use your own container repository, do the following:

  1. Pull all container images listed here
  2. Push them into your own registry
  3. Update the image names in the installation YAML files
Note

Each Kafka version supported for the release has a separate image.

Container imageNamespace/RepositoryDescription

Kafka

  • registry.redhat.io/amq7/amq-streams-kafka-33-rhel8:2.3.0
  • registry.redhat.io/amq7/amq-streams-kafka-32-rhel8:2.3.0

AMQ Streams image for running Kafka, including:

  • Kafka Broker
  • Kafka Connect
  • Kafka MirrorMaker
  • ZooKeeper
  • TLS Sidecars

Operator

  • registry.redhat.io/amq7/amq-streams-rhel8-operator:2.3.0

AMQ Streams image for running the operators:

  • Cluster Operator
  • Topic Operator
  • User Operator
  • Kafka Initializer

Kafka Bridge

  • registry.redhat.io/amq7/amq-streams-bridge-rhel8:2.3.0

AMQ Streams image for running the AMQ Streams Kafka Bridge

AMQ Streams Drain Cleaner

  • registry.redhat.io/amq7/amq-streams-drain-cleaner-rhel8:2.3.0

AMQ Streams image for running the AMQ Streams Drain Cleaner

4.5. Creating a pull secret for authentication to the container image registry

The installation YAML files provided by AMQ Streams pull container images directly from the Red Hat Ecosystem Catalog. If an AMQ Streams deployment requires authentication, configure authentication credentials in a secret and add it to the installation YAML.

Note

Authentication is not usually required, but might be requested on certain platforms.

Prerequisites

  • You need your Red Hat username and password or the login details from your Red Hat registry service account.
Note

You can use your Red Hat subscription to create a registry service account from the Red Hat Customer Portal.

Procedure

  1. Create a pull secret containing your login details and the container registry where the AMQ Streams image is pulled from:

    oc create secret docker-registry <pull_secret_name> \
        --docker-server=registry.redhat.io \
        --docker-username=<user_name> \
        --docker-password=<password> \
        --docker-email=<email>

    Add your user name and password. The email address is optional.

  2. Edit the install/cluster-operator/060-Deployment-strimzi-cluster-operator.yaml deployment file to specify the pull secret using the STRIMZI_IMAGE_PULL_SECRET environment variable:

    apiVersion: apps/v1
    kind: Deployment
    metadata:
      name: strimzi-cluster-operator
    spec:
      # ...
      template:
        spec:
          serviceAccountName: strimzi-cluster-operator
          containers:
            # ...
            env:
              - name: STRIMZI_IMAGE_PULL_SECRETS
                value: "<pull_secret_name>"
    # ...

    The secret applies to all pods created by the Cluster Operator.

4.6. Designating AMQ Streams administrators

AMQ Streams provides custom resources for configuration of your deployment. By default, permission to view, create, edit, and delete these resources is limited to OpenShift cluster administrators. AMQ Streams provides two cluster roles that you can use to assign these rights to other users:

  • strimzi-view allows users to view and list AMQ Streams resources.
  • strimzi-admin allows users to also create, edit or delete AMQ Streams resources.

When you install these roles, they will automatically aggregate (add) these rights to the default OpenShift cluster roles. strimzi-view aggregates to the view role, and strimzi-admin aggregates to the edit and admin roles. Because of the aggregation, you might not need to assign these roles to users who already have similar rights.

The following procedure shows how to assign a strimzi-admin role that allows non-cluster administrators to manage AMQ Streams resources.

A system administrator can designate AMQ Streams administrators after the Cluster Operator is deployed.

Prerequisites

Procedure

  1. Create the strimzi-view and strimzi-admin cluster roles in OpenShift.

    oc create -f install/strimzi-admin
  2. If needed, assign the roles that provide access rights to users that require them.

    oc create clusterrolebinding strimzi-admin --clusterrole=strimzi-admin --user=user1 --user=user2

Chapter 5. Installing AMQ Streams from the OperatorHub using the web console

Install the Red Hat Integration - AMQ Streams operator from the OperatorHub in the OpenShift Container Platform web console.

The procedures in this section show how to:

5.1. Using the Red Hat Integration Operator to install the AMQ Streams operator

The Red Hat Integration operator (deprecated) allows you to choose and install the Operators that manage your Red Hat Integration components. If you have more than one Red Hat Integration subscription, you can use the Red Hat Integration operator to install and update the AMQ Streams operator, as well as the Operators for all subscribed Red Hat Integration components.

As with the AMQ Streams operator, you can use the Operator Lifecycle Manager (OLM) to install the Red Hat Integration operator on an OpenShift Container Platform (OCP) cluster from the OperatorHub in the OCP console.

Note

The Red Hat Integration operator has been deprecated and will be removed in the future. It is available from the OperatorHub in OpenShift 4.6 to 4.10.

Additional resources

For more information on installing and using the Red Hat Integration operator, see Installing the Red Hat Integration Operator

5.2. Installing the AMQ Streams operator from the OperatorHub

You can install and subscribe to the AMQ Streams operator using the OperatorHub in the OpenShift Container Platform web console.

This procedure describes how to create a project and install the AMQ Streams operator to that project. A project is a representation of a namespace. For manageability, it is a good practice to use namespaces to separate functions.

Warning

Make sure you use the appropriate update channel. If you are on a supported version of OpenShift, installing AMQ Streams from the default stable channel is generally safe. However, we do not recommend enabling automatic updates on the stable channel. An automatic upgrade will skip any necessary steps prior to upgrade. Use automatic upgrades only on version-specific channels.

Prerequisites

  • Access to an OpenShift Container Platform web console using an account with cluster-admin or strimzi-admin permissions.

Procedure

  1. Navigate in the OpenShift web console to the Home > Projects page and create a project (namespace) for the installation.

    We use a project named amq-streams-kafka in this example.

  2. Navigate to the Operators > OperatorHub page.
  3. Scroll or type a keyword into the Filter by keyword box to find the Red Hat Integration - AMQ Streams operator.

    The operator is located in the Streaming & Messaging category.

  4. Click Red Hat Integration - AMQ Streams to display the operator information.
  5. Read the information about the operator and click Install.
  6. On the Install Operator page, choose from the following installation and update options:

    • Update Channel: Choose the update channel for the operator.

      • The (default) stable channel contains all the latest updates and releases, including major, minor, and micro releases, which are assumed to be well tested and stable.
      • An amq-streams-X.x channel contains the minor and micro release updates for a major release, where X is the major release version number.
      • An amq-streams-X.Y.x channel contains the micro release updates for a minor release, where X is the major release version number and Y is the minor release version number.
    • Installation Mode: Choose the project you created to install the operator on a specific namespace.

      You can install the AMQ Streams operator to all namespaces in the cluster (the default option) or a specific namespace. We recommend that you dedicate a specific namespace to the Kafka cluster and other AMQ Streams components.

    • Update approval: By default, the AMQ Streams operator is automatically upgraded to the latest AMQ Streams version by the Operator Lifecycle Manager (OLM). Optionally, select Manual if you want to manually approve future upgrades. For more information, see the Operators guide in the OpenShift documentation.
  7. Click Install to install the operator to your selected namespace.

    The AMQ Streams operator deploys the Cluster Operator, CRDs, and role-based access control (RBAC) resources to the selected namespace.

  8. After the operator is ready for use, navigate to Operators > Installed Operators to verify that the operator has installed to the selected namespace.

    The status will show as Succeeded.

    You can now use the AMQ Streams operator to deploy Kafka components, starting with a Kafka cluster.

Note

If you navigate to Workloads > Deployments, you can see the deployment details for the Cluster Operator and Entity Operator. The name of the Cluster Operator includes a version number: amq-streams-cluster-operator-<version>. The name is different when deploying the Cluster Operator using the AMQ Streams installation artifacts. In this case, the name is strimzi-cluster-operator.

5.3. Deploying Kafka components using the AMQ Streams operator

When installed on Openshift, the AMQ Streams operator makes Kafka components available for installation from the user interface.

The following Kafka components are available for installation:

  • Kafka
  • Kafka Connect
  • Kafka MirrorMaker
  • Kafka MirrorMaker 2
  • Kafka Topic
  • Kafka User
  • Kafka Bridge
  • Kafka Connector
  • Kafka Rebalance

You select the component and create an instance. As a minimum, you create a Kafka instance. This procedure describes how to create a Kafka instance using the default settings. You can configure the default installation specification before you perform the installation.

The process is the same for creating instances of other Kafka components.

Prerequisites

Procedure

  1. Navigate in the web console to the Operators > Installed Operators page and click Red Hat Integration - AMQ Streams to display the operator details.

    From Provided APIs, you can create instances of Kafka components.

  2. Click Create instance under Kafka to create a Kafka instance.

    By default, you’ll create a Kafka cluster called my-cluster with three Kafka broker nodes and three ZooKeeper nodes. The cluster uses ephemeral storage.

  3. Click Create to start the installation of Kafka.

    Wait until the status changes to Ready.

Chapter 6. Deploying AMQ Streams using installation artifacts

Having prepared your environment for a deployment of AMQ Streams, you can deploy AMQ Streams to an OpenShift cluster. Use the installation files provided with the release artifacts.

AMQ Streams is based on Strimzi 0.32.x. You can deploy AMQ Streams 2.3 on OpenShift 4.8 to 4.12.

The steps to deploy AMQ Streams using the installation files are as follows:

  1. Deploy the Cluster Operator
  2. Use the Cluster Operator to deploy the following:

  3. Optionally, deploy the following Kafka components according to your requirements:

Note

To run the commands in this guide, an OpenShift user must have the rights to manage role-based access control (RBAC) and CRDs.

6.1. Basic deployment path

You can set up a deployment where AMQ Streams manages a single Kafka cluster in the same namespace. You might use this configuration for development or testing. Or you can use AMQ Streams in a production environment to manage a number of Kafka clusters in different namespaces.

The first step for any deployment of AMQ Streams is to install the Cluster Operator using the install/cluster-operator files.

A single command applies all the installation files in the cluster-operator folder: oc apply -f ./install/cluster-operator.

The command sets up everything you need to be able to create and manage a Kafka deployment, including the following:

  • Cluster Operator (Deployment, ConfigMap)
  • AMQ Streams CRDs (CustomResourceDefinition)
  • RBAC resources (ClusterRole, ClusterRoleBinding, RoleBinding)
  • Service account (ServiceAccount)

The basic deployment path is as follows:

  1. Download the release artifacts
  2. Create an OpenShift namespace in which to deploy the Cluster Operator
  3. Deploy the Cluster Operator

    1. Update the install/cluster-operator files to use the namespace created for the Cluster Operator
    2. Install the Cluster Operator to watch one, multiple, or all namespaces
  4. Create a Kafka cluster

After which, you can deploy other Kafka components and set up monitoring of your deployment.

6.2. Deploying the Cluster Operator

The Cluster Operator is responsible for deploying and managing Kafka clusters within an OpenShift cluster.

When the Cluster Operator is running, it starts to watch for updates of Kafka resources.

By default, a single replica of the Cluster Operator is deployed. You can add replicas with leader election so that additional Cluster Operators are on standby in case of disruption. For more information, see Running multiple Cluster Operator replicas with leader election.

6.2.1. Specifying the namespaces the Cluster Operator watches

The Cluster Operator watches for updates in the namespaces where the Kafka resources are deployed. When you deploy the Cluster Operator, you specify which namespaces to watch. You can specify the following namespaces:

Note

The Cluster Operator can watch one, multiple, or all namespaces in an OpenShift cluster. The Topic Operator and User Operator watch for KafkaTopic and KafkaUser resources in a single namespace. For more information, see Watching namespaces with AMQ Streams operators.

The Cluster Operator watches for changes to the following resources:

  • Kafka for the Kafka cluster.
  • KafkaConnect for the Kafka Connect cluster.
  • KafkaConnector for creating and managing connectors in a Kafka Connect cluster.
  • KafkaMirrorMaker for the Kafka MirrorMaker instance.
  • KafkaMirrorMaker2 for the Kafka MirrorMaker 2.0 instance.
  • KafkaBridge for the Kafka Bridge instance.
  • KafkaRebalance for the Cruise Control optimization requests.

When one of these resources is created in the OpenShift cluster, the operator gets the cluster description from the resource and starts creating a new cluster for the resource by creating the necessary OpenShift resources, such as StatefulSets, Services and ConfigMaps.

Each time a Kafka resource is updated, the operator performs corresponding updates on the OpenShift resources that make up the cluster for the resource.

Resources are either patched or deleted, and then recreated in order to make the cluster for the resource reflect the desired state of the cluster. This operation might cause a rolling update that might lead to service disruption.

When a resource is deleted, the operator undeploys the cluster and deletes all related OpenShift resources.

6.2.2. Deploying the Cluster Operator to watch a single namespace

This procedure shows how to deploy the Cluster Operator to watch AMQ Streams resources in a single namespace in your OpenShift cluster.

Prerequisites

  • You need an account with permission to create and manage CustomResourceDefinition and RBAC (ClusterRole, and RoleBinding) resources.

Procedure

  1. Edit the AMQ Streams installation files to use the namespace the Cluster Operator is going to be installed into.

    For example, in this procedure the Cluster Operator is installed into the namespace my-cluster-operator-namespace.

    On Linux, use:

    sed -i 's/namespace: .*/namespace: my-cluster-operator-namespace/' install/cluster-operator/*RoleBinding*.yaml

    On MacOS, use:

    sed -i '' 's/namespace: .*/namespace: my-cluster-operator-namespace/' install/cluster-operator/*RoleBinding*.yaml
  2. Deploy the Cluster Operator:

    oc create -f install/cluster-operator -n my-cluster-operator-namespace
  3. Check the status of the deployment:

    oc get deployments -n my-cluster-operator-namespace

    Output shows the deployment name and readiness

    NAME                      READY  UP-TO-DATE  AVAILABLE
    strimzi-cluster-operator  1/1    1           1

    READY shows the number of replicas that are ready/expected. The deployment is successful when the AVAILABLE output shows 1.

6.2.3. Deploying the Cluster Operator to watch multiple namespaces

This procedure shows how to deploy the Cluster Operator to watch AMQ Streams resources across multiple namespaces in your OpenShift cluster.

Prerequisites

  • You need an account with permission to create and manage CustomResourceDefinition and RBAC (ClusterRole, and RoleBinding) resources.

Procedure

  1. Edit the AMQ Streams installation files to use the namespace the Cluster Operator is going to be installed into.

    For example, in this procedure the Cluster Operator is installed into the namespace my-cluster-operator-namespace.

    On Linux, use:

    sed -i 's/namespace: .*/namespace: my-cluster-operator-namespace/' install/cluster-operator/*RoleBinding*.yaml

    On MacOS, use:

    sed -i '' 's/namespace: .*/namespace: my-cluster-operator-namespace/' install/cluster-operator/*RoleBinding*.yaml
  2. Edit the install/cluster-operator/060-Deployment-strimzi-cluster-operator.yaml file to add a list of all the namespaces the Cluster Operator will watch to the STRIMZI_NAMESPACE environment variable.

    For example, in this procedure the Cluster Operator will watch the namespaces watched-namespace-1, watched-namespace-2, watched-namespace-3.

    apiVersion: apps/v1
    kind: Deployment
    spec:
      # ...
      template:
        spec:
          serviceAccountName: strimzi-cluster-operator
          containers:
          - name: strimzi-cluster-operator
            image: registry.redhat.io/amq7/amq-streams-rhel8-operator:2.3.0
            imagePullPolicy: IfNotPresent
            env:
            - name: STRIMZI_NAMESPACE
              value: watched-namespace-1,watched-namespace-2,watched-namespace-3
  3. For each namespace listed, install the RoleBindings.

    In this example, we replace watched-namespace in these commands with the namespaces listed in the previous step, repeating them for watched-namespace-1, watched-namespace-2, watched-namespace-3:

    oc create -f install/cluster-operator/020-RoleBinding-strimzi-cluster-operator.yaml -n <watched_namespace>
    oc create -f install/cluster-operator/023-RoleBinding-strimzi-cluster-operator.yaml -n <watched_namespace>
    oc create -f install/cluster-operator/031-RoleBinding-strimzi-cluster-operator-entity-operator-delegation.yaml -n <watched_namespace>
  4. Deploy the Cluster Operator:

    oc create -f install/cluster-operator -n my-cluster-operator-namespace
  5. Check the status of the deployment:

    oc get deployments -n my-cluster-operator-namespace

    Output shows the deployment name and readiness

    NAME                      READY  UP-TO-DATE  AVAILABLE
    strimzi-cluster-operator  1/1    1           1

    READY shows the number of replicas that are ready/expected. The deployment is successful when the AVAILABLE output shows 1.

6.2.4. Deploying the Cluster Operator to watch all namespaces

This procedure shows how to deploy the Cluster Operator to watch AMQ Streams resources across all namespaces in your OpenShift cluster.

When running in this mode, the Cluster Operator automatically manages clusters in any new namespaces that are created.

Prerequisites

  • You need an account with permission to create and manage CustomResourceDefinition and RBAC (ClusterRole, and RoleBinding) resources.

Procedure

  1. Edit the AMQ Streams installation files to use the namespace the Cluster Operator is going to be installed into.

    For example, in this procedure the Cluster Operator is installed into the namespace my-cluster-operator-namespace.

    On Linux, use:

    sed -i 's/namespace: .*/namespace: my-cluster-operator-namespace/' install/cluster-operator/*RoleBinding*.yaml

    On MacOS, use:

    sed -i '' 's/namespace: .*/namespace: my-cluster-operator-namespace/' install/cluster-operator/*RoleBinding*.yaml
  2. Edit the install/cluster-operator/060-Deployment-strimzi-cluster-operator.yaml file to set the value of the STRIMZI_NAMESPACE environment variable to *.

    apiVersion: apps/v1
    kind: Deployment
    spec:
      # ...
      template:
        spec:
          # ...
          serviceAccountName: strimzi-cluster-operator
          containers:
          - name: strimzi-cluster-operator
            image: registry.redhat.io/amq7/amq-streams-rhel8-operator:2.3.0
            imagePullPolicy: IfNotPresent
            env:
            - name: STRIMZI_NAMESPACE
              value: "*"
            # ...
  3. Create ClusterRoleBindings that grant cluster-wide access for all namespaces to the Cluster Operator.

    oc create clusterrolebinding strimzi-cluster-operator-namespaced --clusterrole=strimzi-cluster-operator-namespaced --serviceaccount my-cluster-operator-namespace:strimzi-cluster-operator
    oc create clusterrolebinding strimzi-cluster-operator-watched --clusterrole=strimzi-cluster-operator-watched --serviceaccount my-cluster-operator-namespace:strimzi-cluster-operator
    oc create clusterrolebinding strimzi-cluster-operator-entity-operator-delegation --clusterrole=strimzi-entity-operator --serviceaccount my-cluster-operator-namespace:strimzi-cluster-operator
  4. Deploy the Cluster Operator to your OpenShift cluster.

    oc create -f install/cluster-operator -n my-cluster-operator-namespace
  5. Check the status of the deployment:

    oc get deployments -n my-cluster-operator-namespace

    Output shows the deployment name and readiness

    NAME                      READY  UP-TO-DATE  AVAILABLE
    strimzi-cluster-operator  1/1    1           1

    READY shows the number of replicas that are ready/expected. The deployment is successful when the AVAILABLE output shows 1.

6.3. Deploying Kafka

To be able to manage a Kafka cluster with the Cluster Operator, you must deploy it as a Kafka resource. AMQ Streams provides example deployment files to do this. You can use these files to deploy the Topic Operator and User Operator at the same time.

After you have deployed the Cluster Operator, use a Kafka resource to deploy the following components:

When installing Kafka, AMQ Streams also installs a ZooKeeper cluster and adds the necessary configuration to connect Kafka with ZooKeeper.

If you haven’t deployed a Kafka cluster as a Kafka resource, you can’t use the Cluster Operator to manage it. This applies, for example, to a Kafka cluster running outside of OpenShift. However, you can use the Topic Operator and User Operator with a Kafka cluster that is not managed by AMQ Streams, by deploying them as standalone components. You can also deploy and use other Kafka components with a Kafka cluster not managed by AMQ Streams.

6.3.1. Deploying the Kafka cluster

This procedure shows how to deploy a Kafka cluster to your OpenShift cluster using the Cluster Operator.

The deployment uses a YAML file to provide the specification to create a Kafka resource.

AMQ Streams provides the following example files you can use to create a Kafka cluster:

kafka-persistent.yaml
Deploys a persistent cluster with three ZooKeeper and three Kafka nodes.
kafka-jbod.yaml
Deploys a persistent cluster with three ZooKeeper and three Kafka nodes (each using multiple persistent volumes).
kafka-persistent-single.yaml
Deploys a persistent cluster with a single ZooKeeper node and a single Kafka node.
kafka-ephemeral.yaml
Deploys an ephemeral cluster with three ZooKeeper and three Kafka nodes.
kafka-ephemeral-single.yaml
Deploys an ephemeral cluster with three ZooKeeper nodes and a single Kafka node.

In this procedure, we use the examples for an ephemeral and persistent Kafka cluster deployment.

Ephemeral cluster
In general, an ephemeral (or temporary) Kafka cluster is suitable for development and testing purposes, not for production. This deployment uses emptyDir volumes for storing broker information (for ZooKeeper) and topics or partitions (for Kafka). Using an emptyDir volume means that its content is strictly related to the pod life cycle and is deleted when the pod goes down.
Persistent cluster

A persistent Kafka cluster uses persistent volumes to store ZooKeeper and Kafka data. A PersistentVolume is acquired using a PersistentVolumeClaim to make it independent of the actual type of the PersistentVolume. The PersistentVolumeClaim can use a StorageClass to trigger automatic volume provisioning. When no StorageClass is specified, OpenShift will try to use the default StorageClass.

The following examples show some common types of persistent volumes:

  • If your OpenShift cluster runs on Amazon AWS, OpenShift can provision Amazon EBS volumes
  • If your OpenShift cluster runs on Microsoft Azure, OpenShift can provision Azure Disk Storage volumes
  • If your OpenShift cluster runs on Google Cloud, OpenShift can provision Persistent Disk volumes
  • If your OpenShift cluster runs on bare metal, OpenShift can provision local persistent volumes

The example YAML files specify the latest supported Kafka version, and configuration for its supported log message format version and inter-broker protocol version. The inter.broker.protocol.version property for the Kafka config must be the version supported by the specified Kafka version (spec.kafka.version). The property represents the version of Kafka protocol used in a Kafka cluster.

From Kafka 3.0.0, when the inter.broker.protocol.version is set to 3.0 or higher, the log.message.format.version option is ignored and doesn’t need to be set.

An update to the inter.broker.protocol.version is required when upgrading Kafka.

The example clusters are named my-cluster by default. The cluster name is defined by the name of the resource and cannot be changed after the cluster has been deployed. To change the cluster name before you deploy the cluster, edit the Kafka.metadata.name property of the Kafka resource in the relevant YAML file.

Default cluster name and specified Kafka versions

apiVersion: kafka.strimzi.io/v1beta2
kind: Kafka
metadata:
  name: my-cluster
spec:
  kafka:
    version: 3.3.1
    #...
    config:
      #...
      log.message.format.version: "3.3"
      inter.broker.protocol.version: "3.3"
  # ...

Procedure

  1. Create and deploy an ephemeral or persistent cluster.

    • To create and deploy an ephemeral cluster:

      oc apply -f examples/kafka/kafka-ephemeral.yaml
    • To create and deploy a persistent cluster:

      oc apply -f examples/kafka/kafka-persistent.yaml
  2. Check the status of the deployment:

    oc get pods -n <my_cluster_operator_namespace>

    Output shows the pod names and readiness

    NAME                        READY   STATUS    RESTARTS
    my-cluster-entity-operator  3/3     Running   0
    my-cluster-kafka-0          1/1     Running   0
    my-cluster-kafka-1          1/1     Running   0
    my-cluster-kafka-2          1/1     Running   0
    my-cluster-zookeeper-0      1/1     Running   0
    my-cluster-zookeeper-1      1/1     Running   0
    my-cluster-zookeeper-2      1/1     Running   0

    my-cluster is the name of the Kafka cluster.

    With the default deployment, you install an Entity Operator cluster, 3 Kafka pods, and 3 ZooKeeper pods.

    READY shows the number of replicas that are ready/expected. The deployment is successful when the STATUS shows as Running.

Additional resources

Kafka cluster configuration

6.3.2. Deploying the Topic Operator using the Cluster Operator

This procedure describes how to deploy the Topic Operator using the Cluster Operator.

You configure the entityOperator property of the Kafka resource to include the topicOperator. By default, the Topic Operator watches for KafkaTopic resources in the namespace of the Kafka cluster deployed by the Cluster Operator. You can also specify a namespace using watchedNamespace in the Topic Operator spec. A single Topic Operator can watch a single namespace. One namespace should be watched by only one Topic Operator.

If you use AMQ Streams to deploy multiple Kafka clusters into the same namespace, enable the Topic Operator for only one Kafka cluster or use the watchedNamespace property to configure the Topic Operators to watch other namespaces.

If you want to use the Topic Operator with a Kafka cluster that is not managed by AMQ Streams, you must deploy the Topic Operator as a standalone component.

For more information about configuring the entityOperator and topicOperator properties, see Configuring the Entity Operator.

Procedure

  1. Edit the entityOperator properties of the Kafka resource to include topicOperator:

    apiVersion: kafka.strimzi.io/v1beta2
    kind: Kafka
    metadata:
      name: my-cluster
    spec:
      #...
      entityOperator:
        topicOperator: {}
        userOperator: {}
  2. Configure the Topic Operator spec using the properties described in EntityTopicOperatorSpec schema reference.

    Use an empty object ({}) if you want all properties to use their default values.

  3. Create or update the resource:

    oc apply -f <kafka_configuration_file>
  4. Check the status of the deployment:

    oc get pods -n <my_cluster_operator_namespace>

    Output shows the pod name and readiness

    NAME                        READY   STATUS    RESTARTS
    my-cluster-entity-operator  3/3     Running   0
    # ...

    my-cluster is the name of the Kafka cluster.

    READY shows the number of replicas that are ready/expected. The deployment is successful when the STATUS shows as Running.

6.3.3. Deploying the User Operator using the Cluster Operator

This procedure describes how to deploy the User Operator using the Cluster Operator.

You configure the entityOperator property of the Kafka resource to include the userOperator. By default, the User Operator watches for KafkaUser resources in the namespace of the Kafka cluster deployment. You can also specify a namespace using watchedNamespace in the User Operator spec. A single User Operator can watch a single namespace. One namespace should be watched by only one User Operator.

If you want to use the User Operator with a Kafka cluster that is not managed by AMQ Streams, you must deploy the User Operator as a standalone component.

For more information about configuring the entityOperator and userOperator properties, see Configuring the Entity Operator.

Procedure

  1. Edit the entityOperator properties of the Kafka resource to include userOperator:

    apiVersion: kafka.strimzi.io/v1beta2
    kind: Kafka
    metadata:
      name: my-cluster
    spec:
      #...
      entityOperator:
        topicOperator: {}
        userOperator: {}
  2. Configure the User Operator spec using the properties described in EntityUserOperatorSpec schema reference.

    Use an empty object ({}) if you want all properties to use their default values.

  3. Create or update the resource:

    oc apply -f <kafka_configuration_file>
  4. Check the status of the deployment:

    oc get pods -n <my_cluster_operator_namespace>

    Output shows the pod name and readiness

    NAME                        READY   STATUS    RESTARTS
    my-cluster-entity-operator  3/3     Running   0
    # ...

    my-cluster is the name of the Kafka cluster.

    READY shows the number of replicas that are ready/expected. The deployment is successful when the STATUS shows as Running.

6.4. Deploying Kafka Connect

Kafka Connect is a tool for streaming data between Apache Kafka and external systems.

In AMQ Streams, Kafka Connect is deployed in distributed mode. Kafka Connect can also work in standalone mode, but this is not supported by AMQ Streams.

Using the concept of connectors, Kafka Connect provides a framework for moving large amounts of data into and out of your Kafka cluster while maintaining scalability and reliability.

Kafka Connect is typically used to integrate Kafka with external databases and storage and messaging systems.

The Cluster Operator manages Kafka Connect clusters deployed using the KafkaConnect resource and connectors created using the KafkaConnector resource.

The following procedures show how to deploy Kafka Connect and set up connectors for streaming data:

Note

The term connector is used interchangeably to mean a connector instance running within a Kafka Connect cluster, or a connector class. In this guide, the term connector is used when the meaning is clear from the context.

6.4.1. Deploying Kafka Connect to your OpenShift cluster

This procedure shows how to deploy a Kafka Connect cluster to your OpenShift cluster using the Cluster Operator.

A Kafka Connect cluster is implemented as a Deployment with a configurable number of nodes (also called workers) that distribute the workload of connectors as tasks so that the message flow is highly scalable and reliable.

The deployment uses a YAML file to provide the specification to create a KafkaConnect resource.

AMQ Streams provides example configuration files. In this procedure, we use the following example file:

  • examples/connect/kafka-connect.yaml

Procedure

  1. Deploy Kafka Connect to your OpenShift cluster. Use the examples/connect/kafka-connect.yaml file to deploy Kafka Connect.

    oc apply -f examples/connect/kafka-connect.yaml
  2. Check the status of the deployment:

    oc get deployments -n <my_cluster_operator_namespace>

    Output shows the deployment name and readiness

    NAME                        READY  UP-TO-DATE  AVAILABLE
    my-connect-cluster-connect  1/1    1           1

    my-connect-cluster is the name of the Kafka Connect cluster.

    READY shows the number of replicas that are ready/expected. The deployment is successful when the AVAILABLE output shows 1.

6.4.2. Kafka Connect configuration for multiple instances

If you are running multiple instances of Kafka Connect, you have to change the default configuration of the following config properties:

apiVersion: kafka.strimzi.io/v1beta2
kind: KafkaConnect
metadata:
  name: my-connect
spec:
  # ...
  config:
    group.id: connect-cluster 1
    offset.storage.topic: connect-cluster-offsets 2
    config.storage.topic: connect-cluster-configs 3
    status.storage.topic: connect-cluster-status  4
    # ...
# ...
1
The Kafka Connect cluster ID within Kafka.
2
Kafka topic that stores connector offsets.
3
Kafka topic that stores connector and task status configurations.
4
Kafka topic that stores connector and task status updates.
Note

Values for the three topics must be the same for all Kafka Connect instances with the same group.id.

Unless you change the default settings, each Kafka Connect instance connecting to the same Kafka cluster is deployed with the same values. What happens, in effect, is all instances are coupled to run in a cluster and use the same topics.

If multiple Kafka Connect clusters try to use the same topics, Kafka Connect will not work as expected and generate errors.

If you wish to run multiple Kafka Connect instances, change the values of these properties for each instance.

6.4.3. Extending Kafka Connect with connector plugins

Kafka Connect uses connector instances to integrate with other systems to stream data. Connectors can be one of the following type:

  • Source connectors that push data into Kafka
  • Sink connectors that extract data out of Kafka

The procedures in this section describe how you can add connectors by doing one of the following:

Important

You create the configuration for connectors directly using the Kafka Connect REST API or KafkaConnector custom resources.

You can use your own connectors or try the example FileStreamSourceConnector and FileStreamSinkConnector connectors for moving file-based data into and out of a Kafka cluster. For information on deploying the example file connectors as KafkaConnector resources, see Section 6.4.4.2, “Deploying example KafkaConnector resources”.

Note

Up until Apache Kafka 3.1.0, the AMQ Streams container images for Kafka Connect included the example file connectors. From Apache Kafka 3.1.1 and 3.2.0, these connectors are no longer included and must be deployed like any connector.

6.4.3.1. Creating a new container image automatically using AMQ Streams

This procedure shows how to configure Kafka Connect so that AMQ Streams automatically builds a new container image with additional connectors. You define the connector plugins using the .spec.build.plugins property of the KafkaConnect custom resource. AMQ Streams will automatically download and add the connector plugins into a new container image. The container is pushed into the container repository specified in .spec.build.output and automatically used in the Kafka Connect deployment.

Prerequisites

You need to provide your own container registry where images can be pushed to, stored, and pulled from. AMQ Streams supports private container registries as well as public registries such as Quay or Docker Hub.

Procedure

  1. Configure the KafkaConnect custom resource by specifying the container registry in .spec.build.output, and additional connectors in .spec.build.plugins:

    apiVersion: kafka.strimzi.io/v1beta2
    kind: KafkaConnect
    metadata:
      name: my-connect-cluster
    spec: 1
      #...
      build:
        output: 2
          type: docker
          image: my-registry.io/my-org/my-connect-cluster:latest
          pushSecret: my-registry-credentials
        plugins: 3
          - name: debezium-postgres-connector
            artifacts:
              - type: tgz
                url: https://repo1.maven.org/maven2/io/debezium/debezium-connector-postgres/1.3.1.Final/debezium-connector-postgres-1.3.1.Final-plugin.tar.gz
                sha512sum: 962a12151bdf9a5a30627eebac739955a4fd95a08d373b86bdcea2b4d0c27dd6e1edd5cb548045e115e33a9e69b1b2a352bee24df035a0447cb820077af00c03
          - name: camel-telegram
            artifacts:
              - type: tgz
                url: https://repo.maven.apache.org/maven2/org/apache/camel/kafkaconnector/camel-telegram-kafka-connector/0.7.0/camel-telegram-kafka-connector-0.7.0-package.tar.gz
                sha512sum: a9b1ac63e3284bea7836d7d24d84208c49cdf5600070e6bd1535de654f6920b74ad950d51733e8020bf4187870699819f54ef5859c7846ee4081507f48873479
      #...
    1
    2
    (Required) Configuration of the container registry where new images are pushed.
    3
    (Required) List of connector plugins and their artifacts to add to the new container image. Each plugin must be configured with at least one artifact.
  2. Create or update the resource:

    $ oc apply -f KAFKA-CONNECT-CONFIG-FILE
  3. Wait for the new container image to build, and for the Kafka Connect cluster to be deployed.
  4. Use the Kafka Connect REST API or the KafkaConnector custom resources to use the connector plugins you added.

Additional resources

See the Using Strimzi guide for more information on:

6.4.3.2. Creating a Docker image from the Kafka Connect base image

This procedure shows how to create a custom image and add it to the /opt/kafka/plugins directory.

You can use the Kafka container image on Red Hat Ecosystem Catalog as a base image for creating your own custom image with additional connector plugins.

At startup, the AMQ Streams version of Kafka Connect loads any third-party connector plugins contained in the /opt/kafka/plugins directory.

Procedure

  1. Create a new Dockerfile using registry.redhat.io/amq7/amq-streams-kafka-33-rhel8:2.3.0 as the base image:

    FROM registry.redhat.io/amq7/amq-streams-kafka-33-rhel8:2.3.0
    USER root:root
    COPY ./my-plugins/ /opt/kafka/plugins/
    USER 1001

    Example plug-in file

    $ tree ./my-plugins/
    ./my-plugins/
    ├── debezium-connector-mongodb
    │   ├── bson-3.4.2.jar
    │   ├── CHANGELOG.md
    │   ├── CONTRIBUTE.md
    │   ├── COPYRIGHT.txt
    │   ├── debezium-connector-mongodb-0.7.1.jar
    │   ├── debezium-core-0.7.1.jar
    │   ├── LICENSE.txt
    │   ├── mongodb-driver-3.4.2.jar
    │   ├── mongodb-driver-core-3.4.2.jar
    │   └── README.md
    ├── debezium-connector-mysql
    │   ├── CHANGELOG.md
    │   ├── CONTRIBUTE.md
    │   ├── COPYRIGHT.txt
    │   ├── debezium-connector-mysql-0.7.1.jar
    │   ├── debezium-core-0.7.1.jar
    │   ├── LICENSE.txt
    │   ├── mysql-binlog-connector-java-0.13.0.jar
    │   ├── mysql-connector-java-5.1.40.jar
    │   ├── README.md
    │   └── wkb-1.0.2.jar
    └── debezium-connector-postgres
        ├── CHANGELOG.md
        ├── CONTRIBUTE.md
        ├── COPYRIGHT.txt
        ├── debezium-connector-postgres-0.7.1.jar
        ├── debezium-core-0.7.1.jar
        ├── LICENSE.txt
        ├── postgresql-42.0.0.jar
        ├── protobuf-java-2.6.1.jar
        └── README.md

    Note

    This example uses the Debezium connectors for MongoDB, MySQL, and PostgreSQL. Debezium running in Kafka Connect looks the same as any other Kafka Connect task.

  2. Build the container image.
  3. Push your custom image to your container registry.
  4. Point to the new container image.

    You can either:

    • Edit the KafkaConnect.spec.image property of the KafkaConnect custom resource.

      If set, this property overrides the STRIMZI_KAFKA_CONNECT_IMAGES variable in the Cluster Operator.

      apiVersion: kafka.strimzi.io/v1beta2
      kind: KafkaConnect
      metadata:
        name: my-connect-cluster
      spec: 1
        #...
        image: my-new-container-image 2
        config: 3
          #...
      1
      2
      The docker image for the pods.
      3
      Configuration of the Kafka Connect workers (not connectors).

      or

    • In the install/cluster-operator/060-Deployment-strimzi-cluster-operator.yaml file, edit the STRIMZI_KAFKA_CONNECT_IMAGES variable to point to the new container image, and then reinstall the Cluster Operator.

6.4.4. Creating and managing connectors

When you have created a container image for your connector plug-in, you need to create a connector instance in your Kafka Connect cluster. You can then configure, monitor, and manage a running connector instance.

A connector is an instance of a particular connector class that knows how to communicate with the relevant external system in terms of messages. Connectors are available for many external systems, or you can create your own.

You can create source and sink types of connector.

Source connector
A source connector is a runtime entity that fetches data from an external system and feeds it to Kafka as messages.
Sink connector
A sink connector is a runtime entity that fetches messages from Kafka topics and feeds them to an external system.
6.4.4.1. APIs for creating and managing connectors

AMQ Streams provides two APIs for creating and managing connectors:

  • KafkaConnector custom resources (referred to as KafkaConnectors)
  • The Kafka Connect REST API

Using the APIs, you can:

  • Check the status of a connector instance
  • Reconfigure a running connector
  • Increase or decrease the number of connector tasks for a connector instance
  • Restart connectors
  • Restart connector tasks, including failed tasks
  • Pause a connector instance
  • Resume a previously paused connector instance
  • Delete a connector instance

KafkaConnector custom resources

KafkaConnectors allow you to create and manage connector instances for Kafka Connect in an OpenShift-native way, so an HTTP client such as cURL is not required. Like other Kafka resources, you declare a connector’s desired state in a KafkaConnector YAML file that is deployed to your OpenShift cluster to create the connector instance. KafkaConnector resources must be deployed to the same namespace as the Kafka Connect cluster they link to.

You manage a running connector instance by updating its corresponding KafkaConnector resource, and then applying the updates. You remove a connector by deleting its corresponding KafkaConnector.

To ensure compatibility with earlier versions of AMQ Streams, KafkaConnectors are disabled by default. To enable KafkaConnectors for a Kafka Connect cluster, you set the strimzi.io/use-connector-resources annotation to true in the KafkaConnect resource. For instructions, see Configuring Kafka Connect.

When KafkaConnectors are enabled, the Cluster Operator begins to watch for them. It updates the configurations of running connector instances to match the configurations defined in their KafkaConnectors.

AMQ Streams provides an example KafkaConnector configuration file, which you can use to create and manage a FileStreamSourceConnector and a FileStreamSinkConnector.

Note

You can restart a connector or restart a connector task by annotating a KafkaConnector resource.

Kafka Connect API

The operations supported by the Kafka Connect REST API are described in the Apache Kafka Connect API documentation.

Switching from using the Kafka Connect API to using KafkaConnectors

You can switch from using the Kafka Connect API to using KafkaConnectors to manage your connectors. To make the switch, do the following in the order shown:

  1. Deploy KafkaConnector resources with the configuration to create your connector instances.
  2. Enable KafkaConnectors in your Kafka Connect configuration by setting the strimzi.io/use-connector-resources annotation to true.
Warning

If you enable KafkaConnectors before creating the resources, you will delete all your connectors.

To switch from using KafkaConnectors to using the Kafka Connect API, first remove the annotation that enables the KafkaConnectors from your Kafka Connect configuration. Otherwise, manual changes made directly using the Kafka Connect REST API are reverted by the Cluster Operator.

6.4.4.2. Deploying example KafkaConnector resources

The KafkaConnector resource offers an OpenShift-native approach to management of connectors by the Cluster Operator. AMQ Streams provides example configuration files. In this procedure, we use the examples/connect/source-connector.yaml file to create the following connector instances as KafkaConnector resources:

  • A FileStreamSourceConnector instance that reads each line from the Kafka license file (the source) and writes the data as messages to a single Kafka topic.
  • A FileStreamSinkConnector instance that reads messages from the Kafka topic and writes the messages to a temporary file (the sink).

Alternatively, you can use the examples/connect/kafka-connect-build.yaml file to build a new Kafka Connect image with the file connectors.

Up until Apache Kafka 3.1.0, the example file connector plugins were included with Apache Kafka. Starting from the 3.1.1 and 3.2.0 releases of Apache Kafka, the examples need to be added to the plugin path as any other connector. See Extending Kafka Connect with connector plugins for more details.

Note

In a production environment, you prepare container images with the required Kafka Connect connectors, as described in Section 6.4.3, “Extending Kafka Connect with connector plugins”.

The FileStreamSourceConnector and FileStreamSinkConnector are provided as examples. Running these connectors in containers as described here is unlikely to be suitable for production use cases.

Prerequisites

Procedure

  1. Edit the examples/connect/source-connector.yaml file:

    apiVersion: kafka.strimzi.io/v1beta2
    kind: KafkaConnector
    metadata:
      name: my-source-connector 1
      labels:
        strimzi.io/cluster: my-connect-cluster 2
    spec:
      class: org.apache.kafka.connect.file.FileStreamSourceConnector 3
      tasksMax: 2 4
      config: 5
        file: "/opt/kafka/LICENSE" 6
        topic: my-topic 7
        # ...
    1
    Name of the KafkaConnector resource, which is used as the name of the connector. Use any name that is valid for an OpenShift resource.
    2
    Name of the Kafka Connect cluster to create the connector instance in. Connectors must be deployed to the same namespace as the Kafka Connect cluster they link to.
    3
    Full name or alias of the connector class. This should be present in the image being used by the Kafka Connect cluster.
    4
    Maximum number of Kafka Connect Tasks that the connector can create.
    5
    Connector configuration as key-value pairs.
    6
    This example source connector configuration reads data from the /opt/kafka/LICENSE file.
    7
    Kafka topic to publish the source data to.
  2. Create the source KafkaConnector in your OpenShift cluster:

    oc apply -f examples/connect/source-connector.yaml
  3. Create an examples/connect/sink-connector.yaml file:

    touch examples/connect/sink-connector.yaml
  4. Paste the following YAML into the sink-connector.yaml file:

    apiVersion: kafka.strimzi.io/v1beta2
    kind: KafkaConnector
    metadata:
      name: my-sink-connector
      labels:
        strimzi.io/cluster: my-connect
    spec:
      class: org.apache.kafka.connect.file.FileStreamSinkConnector 1
      tasksMax: 2
      config: 2
        file: "/tmp/my-file" 3
        topics: my-topic 4
    1
    Full name or alias of the connector class. This should be present in the image being used by the Kafka Connect cluster.
    2
    Connector configuration as key-value pairs.
    3
    Temporary file to publish the source data to.
    4
    Kafka topic to read the source data from.
  5. Create the sink KafkaConnector in your OpenShift cluster:

    oc apply -f examples/connect/sink-connector.yaml
  6. Check that the connector resources were created:

    oc get kctr --selector strimzi.io/cluster=MY-CONNECT-CLUSTER -o name
    
    my-source-connector
    my-sink-connector

    Replace MY-CONNECT-CLUSTER with your Kafka Connect cluster.

  7. In the container, execute kafka-console-consumer.sh to read the messages that were written to the topic by the source connector:

    oc exec MY-CLUSTER-kafka-0 -i -t -- bin/kafka-console-consumer.sh --bootstrap-server MY-CLUSTER-kafka-bootstrap.NAMESPACE.svc:9092 --topic my-topic --from-beginning
Source and sink connector configuration options

The connector configuration is defined in the spec.config property of the KafkaConnector resource.

The FileStreamSourceConnector and FileStreamSinkConnector classes support the same configuration options as the Kafka Connect REST API. Other connectors support different configuration options.

Table 6.1. Configuration options for the FileStreamSource connector class
NameTypeDefault valueDescription

file

String

Null

Source file to write messages to. If not specified, the standard input is used.

topic

List

Null

The Kafka topic to publish data to.

Table 6.2. Configuration options for FileStreamSinkConnector class
NameTypeDefault valueDescription

file

String

Null

Destination file to write messages to. If not specified, the standard output is used.

topics

List

Null

One or more Kafka topics to read data from.

topics.regex

String

Null

A regular expression matching one or more Kafka topics to read data from.

6.4.4.3. Performing a restart of a Kafka connector

This procedure describes how to manually trigger a restart of a Kafka connector by using an OpenShift annotation.

Prerequisites

  • The Cluster Operator is running.

Procedure

  1. Find the name of the KafkaConnector custom resource that controls the Kafka connector you want to restart:

    oc get KafkaConnector
  2. To restart the connector, annotate the KafkaConnector resource in OpenShift. For example, using oc annotate:

    oc annotate KafkaConnector KAFKACONNECTOR-NAME strimzi.io/restart=true
  3. Wait for the next reconciliation to occur (every two minutes by default).

    The Kafka connector is restarted, as long as the annotation was detected by the reconciliation process. When Kafka Connect accepts the restart request, the annotation is removed from the KafkaConnector custom resource.

6.4.4.4. Performing a restart of a Kafka connector task

This procedure describes how to manually trigger a restart of a Kafka connector task by using an OpenShift annotation.

Prerequisites

  • The Cluster Operator is running.

Procedure

  1. Find the name of the KafkaConnector custom resource that controls the Kafka connector task you want to restart:

    oc get KafkaConnector
  2. Find the ID of the task to be restarted from the KafkaConnector custom resource. Task IDs are non-negative integers, starting from 0.

    oc describe KafkaConnector KAFKACONNECTOR-NAME
  3. To restart the connector task, annotate the KafkaConnector resource in OpenShift. For example, using oc annotate to restart task 0:

    oc annotate KafkaConnector KAFKACONNECTOR-NAME strimzi.io/restart-task=0
  4. Wait for the next reconciliation to occur (every two minutes by default).

    The Kafka connector task is restarted, as long as the annotation was detected by the reconciliation process. When Kafka Connect accepts the restart request, the annotation is removed from the KafkaConnector custom resource.

6.4.4.5. Exposing the Kafka Connect API

Use the Kafka Connect REST API as an alternative to using KafkaConnector resources to manage connectors. The Kafka Connect REST API is available as a service running on <connect_cluster_name>-connect-api:8083, where <connect_cluster_name> is the name of your Kafka Connect cluster. The service is created when you create a Kafka Connect instance.

Note

The strimzi.io/use-connector-resources annotation enables KafkaConnectors. If you applied the annotation to your KafkaConnect resource configuration, you need to remove it to use the Kafka Connect API. Otherwise, manual changes made directly using the Kafka Connect REST API are reverted by the Cluster Operator.

You can add the connector configuration as a JSON object.

Example curl request to add connector configuration

curl -X POST \
  http://my-connect-cluster-connect-api:8083/connectors \
  -H 'Content-Type: application/json' \
  -d '{ "name": "my-source-connector",
    "config":
    {
      "connector.class":"org.apache.kafka.connect.file.FileStreamSourceConnector",
      "file": "/opt/kafka/LICENSE",
      "topic":"my-topic",
      "tasksMax": "4",
      "type": "source"
    }
}'

The API is only accessible within the OpenShift cluster. If you want to make the Kafka Connect API accessible to applications running outside of the OpenShift cluster, you can expose it manually by creating one of the following features:

  • LoadBalancer or NodePort type services
  • Ingress resources
  • OpenShift routes
Note

The connection is insecure, so allow external access advisedly.

If you decide to create services, use the labels from the selector of the <connect_cluster_name>-connect-api service to configure the pods to which the service will route the traffic:

Selector configuration for the service

# ...
selector:
  strimzi.io/cluster: my-connect-cluster 1
  strimzi.io/kind: KafkaConnect
  strimzi.io/name: my-connect-cluster-connect 2
#...

1
Name of the Kafka Connect custom resource in your OpenShift cluster.
2
Name of the Kafka Connect deployment created by the Cluster Operator.

You must also create a NetworkPolicy that allows HTTP requests from external clients.

Example NetworkPolicy to allow requests to the Kafka Connect API

apiVersion: networking.k8s.io/v1
kind: NetworkPolicy
metadata:
  name: my-custom-connect-network-policy
spec:
  ingress:
  - from:
    - podSelector: 1
        matchLabels:
          app: my-connector-manager
    ports:
    - port: 8083
      protocol: TCP
  podSelector:
    matchLabels:
      strimzi.io/cluster: my-connect-cluster
      strimzi.io/kind: KafkaConnect
      strimzi.io/name: my-connect-cluster-connect
  policyTypes:
  - Ingress

1
The label of the pod that is allowed to connect to the API.

To add the connector configuration outside the cluster, use the URL of the resource that exposes the API in the curl command.

6.4.4.6. Limiting access to the Kafka Connect API

It is crucial to restrict access to the Kafka Connect API only to trusted users to prevent unauthorized actions and potential security issues. The Kafka Connect API provides extensive capabilities for altering connector configurations, which makes it all the more important to take security precautions. Someone with access to the Kafka Connect API could potentially obtain sensitive information that an administrator may assume is secure.

The Kafka Connect REST API can be accessed by anyone who has authenticated access to the OpenShift cluster and knows the endpoint URL, which includes the hostname/IP address and port number.

For example, suppose an organization uses a Kafka Connect cluster and connectors to stream sensitive data from a customer database to a central database. The administrator uses a configuration provider plugin to store store sensitive information related to connecting to the customer database and the central database, such as database connection details and authentication credentials. The configuration provider protects this sensitive information from being exposed to unauthorized users. However, someone who has access to the Kafka Connect API can still obtain access to the customer database without the consent of the administrator. They can do this by setting up a fake database and configuring a connector to connect to it. They then modify the connector configuration to point to the customer database, but instead of sending the data to the central database, they send it to the fake database. By configuring the connector to connect to the fake database, the login details and credentials for connecting to the customer database are intercepted, even though they are stored securely in the configuration provider.

If you are using the KafkaConnector custom resources, then by default the OpenShift RBAC rules permit only OpenShift cluster administrators to make changes to connectors. You can also designate non-cluster administrators to manage AMQ Streams resources. With KafkaConnector resources enabled in your Kafka Connect configuration, changes made directly using the Kafka Connect REST API are reverted by the Cluster Operator. If you are not using the KafkaConnector resource, the default RBAC rules do not limit access to the Kafka Connect API. If you want to limit direct access to the Kafka Connect REST API using OpenShift RBAC, you need to enable and use the KafkaConnector resources.

For improved security, we recommend configuring the following property for the Kafka Connect API:

connector.client.config.override.policy

Set the connector.client.config.override.policy property to None (default) to prevent connector configurations from overriding the Kafka Connect configuration and the consumers and producers it uses.

Example configuration to specify connector override policy

apiVersion: kafka.strimzi.io/v1beta2
kind: KafkaConnect
metadata:
  name: my-connect-cluster
  annotations:
    strimzi.io/use-connector-resources: "true"
spec:
  # ...
  config:
    connector.client.config.override.policy: None
# ...

6.5. Deploying Kafka MirrorMaker

The Cluster Operator deploys one or more Kafka MirrorMaker replicas to replicate data between Kafka clusters. This process is called mirroring to avoid confusion with the Kafka partitions replication concept. MirrorMaker consumes messages from the source cluster and republishes those messages to the target cluster.

6.5.1. Deploying Kafka MirrorMaker to your OpenShift cluster

This procedure shows how to deploy a Kafka MirrorMaker cluster to your OpenShift cluster using the Cluster Operator.

The deployment uses a YAML file to provide the specification to create a KafkaMirrorMaker or KafkaMirrorMaker2 resource depending on the version of MirrorMaker deployed.

Important

Kafka MirrorMaker 1 (referred to as just MirrorMaker in the documentation) has been deprecated in Apache Kafka 3.0.0 and will be removed in Apache Kafka 4.0.0. As a result, the KafkaMirrorMaker custom resource which is used to deploy Kafka MirrorMaker 1 has been deprecated in AMQ Streams as well. The KafkaMirrorMaker resource will be removed from AMQ Streams when we adopt Apache Kafka 4.0.0. As a replacement, use the KafkaMirrorMaker2 custom resource with the IdentityReplicationPolicy.

AMQ Streams provides example configuration files. In this procedure, we use the following example files:

  • examples/mirror-maker/kafka-mirror-maker.yaml
  • examples/mirror-maker/kafka-mirror-maker-2.yaml

Procedure

  1. Deploy Kafka MirrorMaker to your OpenShift cluster:

    For MirrorMaker:

    oc apply -f examples/mirror-maker/kafka-mirror-maker.yaml

    For MirrorMaker 2.0:

    oc apply -f examples/mirror-maker/kafka-mirror-maker-2.yaml
  2. Check the status of the deployment:

    oc get deployments -n <my_cluster_operator_namespace>

    Output shows the deployment name and readiness

    NAME                          READY  UP-TO-DATE  AVAILABLE
    my-mirror-maker-mirror-maker  1/1    1           1
    my-mm2-cluster-mirrormaker2   1/1    1           1

    my-mirror-maker is the name of the Kafka MirrorMaker cluster. my-mm2-cluster is the name of the Kafka MirrorMaker 2.0 cluster.

    READY shows the number of replicas that are ready/expected. The deployment is successful when the AVAILABLE output shows 1.

6.6. Deploying Kafka Bridge

The Cluster Operator deploys one or more Kafka bridge replicas to send data between Kafka clusters and clients via HTTP API.

6.6.1. Deploying Kafka Bridge to your OpenShift cluster

This procedure shows how to deploy a Kafka Bridge cluster to your OpenShift cluster using the Cluster Operator.

The deployment uses a YAML file to provide the specification to create a KafkaBridge resource.

AMQ Streams provides example configuration files. In this procedure, we use the following example file:

  • examples/bridge/kafka-bridge.yaml

Procedure

  1. Deploy Kafka Bridge to your OpenShift cluster:

    oc apply -f examples/bridge/kafka-bridge.yaml
  2. Check the status of the deployment:

    oc get deployments -n <my_cluster_operator_namespace>

    Output shows the deployment name and readiness

    NAME              READY  UP-TO-DATE  AVAILABLE
    my-bridge-bridge  1/1    1           1

    my-bridge is the name of the Kafka Bridge cluster.

    READY shows the number of replicas that are ready/expected. The deployment is successful when the AVAILABLE output shows 1.

6.6.2. Exposing the Kafka Bridge service to your local machine

Use port forwarding to expose the AMQ Streams Kafka Bridge service to your local machine on http://localhost:8080.

Note

Port forwarding is only suitable for development and testing purposes.

Procedure

  1. List the names of the pods in your OpenShift cluster:

    oc get pods -o name
    
    pod/kafka-consumer
    # ...
    pod/my-bridge-bridge-7cbd55496b-nclrt
  2. Connect to the Kafka Bridge pod on port 8080:

    oc port-forward pod/my-bridge-bridge-7cbd55496b-nclrt 8080:8080 &
    Note

    If port 8080 on your local machine is already in use, use an alternative HTTP port, such as 8008.

API requests are now forwarded from port 8080 on your local machine to port 8080 in the Kafka Bridge pod.

6.6.3. Accessing the Kafka Bridge outside of OpenShift

After deployment, the AMQ Streams Kafka Bridge can only be accessed by applications running in the same OpenShift cluster. These applications use the <kafka_bridge_name>-bridge-service service to access the API.

If you want to make the Kafka Bridge accessible to applications running outside of the OpenShift cluster, you can expose it manually by creating one of the following features:

  • LoadBalancer or NodePort type services
  • Ingress resources
  • OpenShift routes

If you decide to create Services, use the labels from the selector of the <kafka_bridge_name>-bridge-service service to configure the pods to which the service will route the traffic:

  # ...
  selector:
    strimzi.io/cluster: kafka-bridge-name 1
    strimzi.io/kind: KafkaBridge
  #...
1
Name of the Kafka Bridge custom resource in your OpenShift cluster.

6.7. Alternative standalone deployment options for AMQ Streams operators

You can perform a standalone deployment of the Topic Operator and User Operator. Consider a standalone deployment of these operators if you are using a Kafka cluster that is not managed by the Cluster Operator.

You deploy the operators to OpenShift. Kafka can be running outside of OpenShift. For example, you might be using a Kafka as a managed service. You adjust the deployment configuration for the standalone operator to match the address of your Kafka cluster.

6.7.1. Deploying the standalone Topic Operator

This procedure shows how to deploy the Topic Operator as a standalone component for topic management. You can use a standalone Topic Operator with a Kafka cluster that is not managed by the Cluster Operator.

A standalone deployment can operate with any Kafka cluster.

Standalone deployment files are provided with AMQ Streams. Use the 05-Deployment-strimzi-topic-operator.yaml deployment file to deploy the Topic Operator. Add or set the environment variables needed to make a connection to a Kafka cluster.

The Topic Operator watches for KafkaTopic resources in a single namespace. You specify the namespace to watch, and the connection to the Kafka cluster, in the Topic Operator configuration. A single Topic Operator can watch a single namespace. One namespace should be watched by only one Topic Operator. If you want to use more than one Topic Operator, configure each of them to watch different namespaces. In this way, you can use Topic Operators with multiple Kafka clusters.

Prerequisites

  • You are running a Kafka cluster for the Topic Operator to connect to.

    As long as the standalone Topic Operator is correctly configured for connection, the Kafka cluster can be running on a bare-metal environment, a virtual machine, or as a managed cloud application service.

Procedure

  1. Edit the env properties in the install/topic-operator/05-Deployment-strimzi-topic-operator.yaml standalone deployment file.

    Example standalone Topic Operator deployment configuration

    apiVersion: apps/v1
    kind: Deployment
    metadata:
      name: strimzi-topic-operator
      labels:
        app: strimzi
    spec:
      # ...
      template:
        # ...
        spec:
          # ...
          containers:
            - name: strimzi-topic-operator
              # ...
              env:
                - name: STRIMZI_NAMESPACE 1
                  valueFrom:
                    fieldRef:
                      fieldPath: metadata.namespace
                - name: STRIMZI_KAFKA_BOOTSTRAP_SERVERS 2
                  value: my-kafka-bootstrap-address:9092
                - name: STRIMZI_RESOURCE_LABELS 3
                  value: "strimzi.io/cluster=my-cluster"
                - name: STRIMZI_ZOOKEEPER_CONNECT 4
                  value: my-cluster-zookeeper-client:2181
                - name: STRIMZI_ZOOKEEPER_SESSION_TIMEOUT_MS 5
                  value: "18000"
                - name: STRIMZI_FULL_RECONCILIATION_INTERVAL_MS 6
                  value: "120000"
                - name: STRIMZI_TOPIC_METADATA_MAX_ATTEMPTS 7
                  value: "6"
                - name: STRIMZI_LOG_LEVEL 8
                  value: INFO
                - name: STRIMZI_TLS_ENABLED 9
                  value: "false"
                - name: STRIMZI_JAVA_OPTS 10
                  value: "-Xmx=512M -Xms=256M"
                - name: STRIMZI_JAVA_SYSTEM_PROPERTIES 11
                  value: "-Djavax.net.debug=verbose -DpropertyName=value"
                - name: STRIMZI_PUBLIC_CA 12
                  value: "false"
                - name: STRIMZI_TLS_AUTH_ENABLED 13
                  value: "false"
                - name: STRIMZI_SASL_ENABLED 14
                  value: "false"
                - name: STRIMZI_SASL_USERNAME 15
                  value: "admin"
                - name: STRIMZI_SASL_PASSWORD 16
                  value: "password"
                - name: STRIMZI_SASL_MECHANISM 17
                  value: "scram-sha-512"
                - name: STRIMZI_SECURITY_PROTOCOL 18
                  value: "SSL"

    1
    The OpenShift namespace for the Topic Operator to watch for KafkaTopic resources. Specify the namespace of the Kafka cluster.
    2
    The host and port pair of the bootstrap broker address to discover and connect to all brokers in the Kafka cluster. Use a comma-separated list to specify two or three broker addresses in case a server is down.
    3
    The label to identify the KafkaTopic resources managed by the Topic Operator. This does not have to be the name of the Kafka cluster. It can be the label assigned to the KafkaTopic resource. If you deploy more than one Topic Operator, the labels must be unique for each. That is, the operators cannot manage the same resources.
    4
    The host and port pair of the address to connect to the ZooKeeper cluster. This must be the same ZooKeeper cluster that your Kafka cluster is using.
    5
    The ZooKeeper session timeout, in milliseconds. The default is 18000 (18 seconds).
    6
    The interval between periodic reconciliations, in milliseconds. The default is 120000 (2 minutes).
    7
    The number of attempts at getting topic metadata from Kafka. The time between each attempt is defined as an exponential backoff. Consider increasing this value when topic creation takes more time due to the number of partitions or replicas. The default is 6 attempts.
    8
    The level for printing logging messages. You can set the level to ERROR, WARNING, INFO, DEBUG, or TRACE.
    9
    Enables TLS support for encrypted communication with the Kafka brokers.
    10
    (Optional) The Java options used by the JVM running the Topic Operator.
    11
    (Optional) The debugging (-D) options set for the Topic Operator.
    12
    (Optional) Skips the generation of trust store certificates if TLS is enabled through STRIMZI_TLS_ENABLED. If this environment variable is enabled, the brokers must use a public trusted certificate authority for their TLS certificates. The default is false.
    13
    (Optional) Generates key store certificates for mTLS authentication. Setting this to false disables client authentication with mTLS to the Kafka brokers. The default is true.
    14
    (Optional) Enables SASL support for client authentication when connecting to Kafka brokers. The default is false.
    15
    (Optional) The SASL username for client authentication. Mandatory only if SASL is enabled through STRIMZI_SASL_ENABLED.
    16
    (Optional) The SASL password for client authentication. Mandatory only if SASL is enabled through STRIMZI_SASL_ENABLED.
    17
    (Optional) The SASL mechanism for client authentication. Mandatory only if SASL is enabled through STRIMZI_SASL_ENABLED. You can set the value to plain, scram-sha-256, or scram-sha-512.
    18
    (Optional) The security protocol used for communication with Kafka brokers. The default value is "PLAINTEXT". You can set the value to PLAINTEXT, SSL, SASL_PLAINTEXT, or SASL_SSL.
  2. If you want to connect to Kafka brokers that are using certificates from a public certificate authority, set STRIMZI_PUBLIC_CA to true. Set this property to true, for example, if you are using Amazon AWS MSK service.
  3. If you enabled mTLS with the STRIMZI_TLS_ENABLED environment variable, specify the keystore and truststore used to authenticate connection to the Kafka cluster.

    Example mTLS configuration

    # ....
    env:
      - name: STRIMZI_TRUSTSTORE_LOCATION 1
        value: "/path/to/truststore.p12"
      - name: STRIMZI_TRUSTSTORE_PASSWORD 2
        value: "TRUSTSTORE-PASSWORD"
      - name: STRIMZI_KEYSTORE_LOCATION 3
        value: "/path/to/keystore.p12"
      - name: STRIMZI_KEYSTORE_PASSWORD 4
        value: "KEYSTORE-PASSWORD"
    # ...

    1
    The truststore contains the public keys of the Certificate Authorities used to sign the Kafka and ZooKeeper server certificates.
    2
    The password for accessing the truststore.
    3
    The keystore contains the private key for mTLS authentication.
    4
    The password for accessing the keystore.
  4. Deploy the Topic Operator.

    oc create -f install/topic-operator
  5. Check the status of the deployment:

    oc get deployments

    Output shows the deployment name and readiness

    NAME                    READY  UP-TO-DATE  AVAILABLE
    strimzi-topic-operator  1/1    1           1

    READY shows the number of replicas that are ready/expected. The deployment is successful when the AVAILABLE output shows 1.

6.7.2. Deploying the standalone User Operator

This procedure shows how to deploy the User Operator as a standalone component for user management. You can use a standalone User Operator with a Kafka cluster that is not managed by the Cluster Operator.

A standalone deployment can operate with any Kafka cluster.

Standalone deployment files are provided with AMQ Streams. Use the 05-Deployment-strimzi-user-operator.yaml deployment file to deploy the User Operator. Add or set the environment variables needed to make a connection to a Kafka cluster.

The User Operator watches for KafkaUser resources in a single namespace. You specify the namespace to watch, and the connection to the Kafka cluster, in the User Operator configuration. A single User Operator can watch a single namespace. One namespace should be watched by only one User Operator. If you want to use more than one User Operator, configure each of them to watch different namespaces. In this way, you can use the User Operator with multiple Kafka clusters.

Prerequisites

  • You are running a Kafka cluster for the User Operator to connect to.

    As long as the standalone User Operator is correctly configured for connection, the Kafka cluster can be running on a bare-metal environment, a virtual machine, or as a managed cloud application service.

Procedure

  1. Edit the following env properties in the install/user-operator/05-Deployment-strimzi-user-operator.yaml standalone deployment file.

    Example standalone User Operator deployment configuration

    apiVersion: apps/v1
    kind: Deployment
    metadata:
      name: strimzi-user-operator
      labels:
        app: strimzi
    spec:
      # ...
      template:
        # ...
        spec:
          # ...
          containers:
            - name: strimzi-user-operator
              # ...
              env:
                - name: STRIMZI_NAMESPACE 1
                  valueFrom:
                    fieldRef:
                      fieldPath: metadata.namespace
                - name: STRIMZI_KAFKA_BOOTSTRAP_SERVERS 2
                  value: my-kafka-bootstrap-address:9092
                - name: STRIMZI_CA_CERT_NAME 3
                  value: my-cluster-clients-ca-cert
                - name: STRIMZI_CA_KEY_NAME 4
                  value: my-cluster-clients-ca
                - name: STRIMZI_LABELS 5
                  value: "strimzi.io/cluster=my-cluster"
                - name: STRIMZI_FULL_RECONCILIATION_INTERVAL_MS 6
                  value: "120000"
                - name: STRIMZI_WORK_QUEUE_SIZE 7
                  value: 10000
                - name: STRIMZI_CONTROLLER_THREAD_POOL_SIZE 8
                  value: 10
                - name: STRIMZI_LOG_LEVEL 9
                  value: INFO
                - name: STRIMZI_GC_LOG_ENABLED 10
                  value: "true"
                - name: STRIMZI_CA_VALIDITY 11
                  value: "365"
                - name: STRIMZI_CA_RENEWAL 12
                  value: "30"
                - name: STRIMZI_JAVA_OPTS 13
                  value: "-Xmx=512M -Xms=256M"
                - name: STRIMZI_JAVA_SYSTEM_PROPERTIES 14
                  value: "-Djavax.net.debug=verbose -DpropertyName=value"
                - name: STRIMZI_SECRET_PREFIX 15
                  value: "kafka-"
                - name: STRIMZI_ACLS_ADMIN_API_SUPPORTED 16
                  value: "true"
                - name: STRIMZI_MAINTENANCE_TIME_WINDOWS 17
                  value: '* * 8-10 * * ?;* * 14-15 * * ?'
                - name: STRIMZI_KAFKA_ADMIN_CLIENT_CONFIGURATION 18
                  value: |
                    default.api.timeout.ms=120000
                    request.timeout.ms=60000

    1
    The OpenShift namespace for the User Operator to watch for KafkaUser resources. Only one namespace can be specified.
    2
    The host and port pair of the bootstrap broker address to discover and connect to all brokers in the Kafka cluster. Use a comma-separated list to specify two or three broker addresses in case a server is down.
    3
    The OpenShift Secret that contains the public key (ca.crt) value of the Certificate Authority that signs new user certificates for mTLS authentication.
    4
    The OpenShift Secret that contains the private key (ca.key) value of the Certificate Authority that signs new user certificates for mTLS authentication.
    5
    The label to identify the KafkaUser resources managed by the User Operator. This does not have to be the name of the Kafka cluster. It can be the label assigned to the KafkaUser resource. If you deploy more than one User Operator, the labels must be unique for each. That is, the operators cannot manage the same resources.
    6
    The interval between periodic reconciliations, in milliseconds. The default is 120000 (2 minutes).
    7
    The size of the controller event queue. The size of the queue should be at least as big as the maximal amount of users you expect the User Operator to operate. The default is 1024.
    8
    The size of the worker pool for reconciling the users. Bigger pool might require more resources, but it will also handle more KafkaUser resources The default is 50.
    9
    The level for printing logging messages. You can set the level to ERROR, WARNING, INFO, DEBUG, or TRACE.
    10
    Enables garbage collection (GC) logging. The default is true.
    11
    The validity period for the Certificate Authority. The default is 365 days.
    12
    The renewal period for the Certificate Authority. The renewal period is measured backwards from the expiry date of the current certificate. The default is 30 days to initiate certificate renewal before the old certificates expire.
    13
    (Optional) The Java options used by the JVM running the User Operator
    14
    (Optional) The debugging (-D) options set for the User Operator
    15
    (Optional) Prefix for the names of OpenShift secrets created by the User Operator.
    16
    (Optional) Indicates whether the Kafka cluster supports management of authorization ACL rules using the Kafka Admin API. When set to false, the User Operator will reject all resources with simple authorization ACL rules. This helps to avoid unnecessary exceptions in the Kafka cluster logs. The default is true.
    17
    (Optional) Semi-colon separated list of Cron Expressions defining the maintenance time windows during which the expiring user certificates will be renewed.
    18
    (Optional) Configuration options for configuring the Kafka Admin client used by the User Operator in the properties format.
  2. If you are using mTLS to connect to the Kafka cluster, specify the secrets used to authenticate connection. Otherwise, go to the next step.

    Example mTLS configuration

    # ....
    env:
      - name: STRIMZI_CLUSTER_CA_CERT_SECRET_NAME 1
        value: my-cluster-cluster-ca-cert
      - name: STRIMZI_EO_KEY_SECRET_NAME 2
        value: my-cluster-entity-operator-certs
    # ..."

    1
    The OpenShift Secret that contains the public key (ca.crt) value of the CA that signs Kafka broker certificates.
    2
    The OpenShift Secret that contains the keystore (entity-operator.p12) with the private key and certificate for mTLS authentication against the Kafka cluster. The Secret must also contain the password (entity-operator.password) for accessing the keystore.
  3. Deploy the User Operator.

    oc create -f install/user-operator
  4. Check the status of the deployment:

    oc get deployments

    Output shows the deployment name and readiness

    NAME                   READY  UP-TO-DATE  AVAILABLE
    strimzi-user-operator  1/1    1           1

    READY shows the number of replicas that are ready/expected. The deployment is successful when the AVAILABLE output shows 1.

Chapter 7. Setting up client access to a Kafka cluster

After you have deployed AMQ Streams, the procedures in this section explain how to:

  • Deploy example producer and consumer clients, which you can use to verify your deployment
  • Set up client access to a Kafka cluster using listeners

    The steps to set up access to the Kafka cluster for a client outside OpenShift are more complex, and require familiarity with the Kafka component configuration procedures.

7.1. Deploying example clients

This procedure shows how to deploy example producer and consumer clients that use the Kafka cluster you created to send and receive messages.

Prerequisites

  • The Kafka cluster is available for the clients.

Procedure

  1. Deploy a Kafka producer.

    oc run kafka-producer -ti --image=registry.redhat.io/amq7/amq-streams-kafka-33-rhel8:2.3.0 --rm=true --restart=Never -- bin/kafka-console-producer.sh --bootstrap-server cluster-name-kafka-bootstrap:9092 --topic my-topic
  2. Type a message into the console where the producer is running.
  3. Press Enter to send the message.
  4. Deploy a Kafka consumer.

    oc run kafka-consumer -ti --image=registry.redhat.io/amq7/amq-streams-kafka-33-rhel8:2.3.0 --rm=true --restart=Never -- bin/kafka-console-consumer.sh --bootstrap-server cluster-name-kafka-bootstrap:9092 --topic my-topic --from-beginning
  5. Confirm that you see the incoming messages in the consumer console.

7.2. Setting up client access to a Kafka cluster using listeners

Using the address of the Kafka cluster, you can provide access to a client in the same OpenShift cluster; or provide external access to a client on a different OpenShift namespace or outside OpenShift entirely. This procedure shows how to configure client access to a Kafka cluster from outside OpenShift or from another OpenShift cluster.

Kafka listeners provide access. The following listener types are supported:

  • internal to connect within the same OpenShift cluster
  • route to use OpenShift Route and the default HAProxy router
  • loadbalancer to use loadbalancer services
  • nodeport to use ports on OpenShift nodes
  • ingress to use OpenShift Ingress and the Ingress NGINX Controller for Kubernetes
  • cluster-ip to expose Kafka using per-broker ClusterIP services

The type chosen depends on your requirements, and your environment and infrastructure. For example, loadbalancers might not be suitable for certain infrastructure, such as bare metal, where node ports provide a better option.

In this procedure:

  1. An external listener is configured for the Kafka cluster, with TLS encryption and mTLS authentication, and Kafka simple authorization enabled.
  2. A KafkaUser is created for the client, with mTLS authentication, and Access Control Lists (ACLs) defined for simple authorization.

You can configure your listener to use mutual tls, scram-sha-512, or oauth authentication. mTLS always uses encryption, but encryption is also recommended when using SCRAM-SHA-512 and OAuth 2.0 authentication.

You can configure simple, oauth, opa, or custom authorization for Kafka brokers. When enabled, authorization is applied to all enabled listeners.

When you configure the KafkaUser authentication and authorization mechanisms, ensure they match the equivalent Kafka configuration:

  • KafkaUser.spec.authentication matches Kafka.spec.kafka.listeners[*].authentication
  • KafkaUser.spec.authorization matches Kafka.spec.kafka.authorization

You should have at least one listener supporting the authentication you want to use for the KafkaUser.

Note

Authentication between Kafka users and Kafka brokers depends on the authentication settings for each. For example, it is not possible to authenticate a user with mTLS if it is not also enabled in the Kafka configuration.

AMQ Streams operators automate the configuration process and create the certificates required for authentication:

  • The Cluster Operator creates the listeners and sets up the cluster and client certificate authority (CA) certificates to enable authentication with the Kafka cluster.
  • The User Operator creates the user representing the client and the security credentials used for client authentication, based on the chosen authentication type.

You add the certificates to your client configuration.

In this procedure, the CA certificates generated by the Cluster Operator are used, but you can replace them by installing your own certificates. You can also configure your listener to use a Kafka listener certificate managed by an external CA (certificate authority).

Certificates are available in PEM (.crt) and PKCS #12 (.p12) formats. This procedure uses PEM certificates. Use PEM certificates with clients that use certificates in X.509 format.

Note

For internal clients in the same OpenShift cluster and namespace, you can mount the cluster CA certificate in the pod specification. For more information, see Configuring internal clients to trust the cluster CA.

Prerequisites

  • The Kafka cluster is available for connection by a client running outside the OpenShift cluster
  • The Cluster Operator and User Operator are running in the cluster

Procedure

  1. Configure the Kafka cluster with a Kafka listener.

    • Define the authentication required to access the Kafka broker through the listener.
    • Enable authorization on the Kafka broker.

      Example listener configuration

      apiVersion: kafka.strimzi.io/v1beta2
      kind: Kafka
      metadata:
        name: my-cluster
        namespace: myproject
      spec:
        kafka:
          # ...
          listeners: 1
          - name: external 2
            port: 9094 3
            type: <listener_type> 4
            tls: true 5
            authentication:
              type: tls 6
            configuration: 7
              #...
          authorization: 8
            type: simple
            superUsers:
              - super-user-name 9
        # ...

      1
      Configuration options for enabling external listeners are described in the Generic Kafka listener schema reference.
      2
      Name to identify the listener. Must be unique within the Kafka cluster.
      3
      Port number used by the listener inside Kafka. The port number has to be unique within a given Kafka cluster. Allowed port numbers are 9092 and higher with the exception of ports 9404 and 9999, which are already used for Prometheus and JMX. Depending on the listener type, the port number might not be the same as the port number that connects Kafka clients.
      4
      External listener type specified as route, loadbalancer, nodeport or ingress. An internal listener is specified as internal or cluster-ip.
      5
      Required. TLS encryption on the listener. For route and ingress type listeners it must be set to true. For mTLS authentication, also use the authentication property.
      6
      Client authentication mechanism on the listener. For server and client authentication using mTLS, you specify tls: true and authentication.type: tls.
      7
      (Optional) Depending on the requirements of the listener type, you can specify additional listener configuration.
      8
      Authorization specified as simple, which uses the AclAuthorizer Kafka plugin.
      9
      (Optional) Super users can access all brokers regardless of any access restrictions defined in ACLs.
      Warning

      An OpenShift Route address comprises the name of the Kafka cluster, the name of the listener, and the name of the namespace it is created in. For example, my-cluster-kafka-listener1-bootstrap-myproject (CLUSTER-NAME-kafka-LISTENER-NAME-bootstrap-NAMESPACE). If you are using a route listener type, be careful that the whole length of the address does not exceed a maximum limit of 63 characters.

  2. Create or update the Kafka resource.

    oc apply -f <kafka_configuration_file>

    The Kafka cluster is configured with a Kafka broker listener using mTLS authentication.

    A service is created for each Kafka broker pod.

    A service is created to serve as the bootstrap address for connection to the Kafka cluster.

    A service is also created as the external bootstrap address for external connection to the Kafka cluster using nodeport listeners.

    The cluster CA certificate to verify the identity of the kafka brokers is also created in the secret <cluster_name>-cluster-ca-cert.

    Note

    If you scale your Kafka cluster while using external listeners, it might trigger a rolling update of all Kafka brokers. This depends on the configuration.

  3. Retrieve the bootstrap address you can use to access the Kafka cluster from the status of the Kafka resource.

    oc get kafka <kafka_cluster_name> -o=jsonpath='{.status.listeners[?(@.name=="<listener_name>")].bootstrapServers}{"\n"}'

    For example:

    oc get kafka my-cluster -o=jsonpath='{.status.listeners[?(@.name=="external")].bootstrapServers}{"\n"}'

    Use the bootstrap address in your Kafka client to connect to the Kafka cluster.

  4. Create or modify a user representing the client that requires access to the Kafka cluster.

    • Specify the same authentication type as the Kafka listener.
    • Specify the authorization ACLs for simple authorization.

      Example user configuration

      apiVersion: kafka.strimzi.io/v1beta2
      kind: KafkaUser
      metadata:
        name: my-user
        labels:
          strimzi.io/cluster: my-cluster 1
      spec:
        authentication:
          type: tls 2
        authorization:
          type: simple
          acls: 3
            - resource:
                type: topic
                name: my-topic
                patternType: literal
              operations:
                - Describe
                - Read
            - resource:
                type: group
                name: my-group
                patternType: literal
              operations:
                - Read

      1
      The label must match the label of the Kafka cluster.
      2
      Authentication specified as mutual tls.
      3
      Simple authorization requires an accompanying list of ACL rules to apply to the user. The rules define the operations allowed on Kafka resources based on the username (my-user).
  5. Create or modify the KafkaUser resource.

    oc apply -f USER-CONFIG-FILE

    The user is created, as well as a secret with the same name as the KafkaUser resource. The secret contains a public and private key for mTLS authentication.

    Example secret

    apiVersion: v1
    kind: Secret
    metadata:
      name: my-user
      labels:
        strimzi.io/kind: KafkaUser
        strimzi.io/cluster: my-cluster
    type: Opaque
    data:
      ca.crt: <public_key> # Public key of the clients CA
      user.crt: <user_certificate> # Public key of the user
      user.key: <user_private_key> # Private key of the user
      user.p12: <store> # PKCS #12 store for user certificates and keys
      user.password: <password_for_store> # Protects the PKCS #12 store

  6. Extract the cluster CA certificate from the <cluster_name>-cluster-ca-cert secret of the Kafka cluster.

    oc get secret <cluster_name>-cluster-ca-cert -o jsonpath='{.data.ca\.crt}' | base64 -d > ca.crt
  7. Extract the user CA certificate from the <user_name> secret.

    oc get secret <user_name> -o jsonpath='{.data.user\.crt}' | base64 -d > user.crt
  8. Extract the private key of the user from the <user_name> secret.

    oc get secret <user_name> -o jsonpath='{.data.user\.key}' | base64 -d > user.key
  9. Configure your client with the bootstrap address hostname and port for connecting to the Kafka cluster:

    props.put(ConsumerConfig.BOOTSTRAP_SERVERS_CONFIG, "<hostname>:<port>");
  10. Configure your client with the truststore credentials to verify the identity of the Kafka cluster.

    Specify the public cluster CA certificate.

    Example truststore configuration

    props.put(CommonClientConfigs.SECURITY_PROTOCOL_CONFIG, "SSL");
    props.put(SslConfigs.SSL_TRUSTSTORE_TYPE_CONFIG, "PEM");
    props.put(SslConfigs.SSL_TRUSTSTORE_CERTIFICATES_CONFIG, "<ca.crt_file_content>");

    SSL is the specified security protocol for mTLS authentication. Specify SASL_SSL for SCRAM-SHA-512 authentication over TLS. PEM is the file format of the truststore.

  11. Configure your client with the keystore credentials to verify the user when connecting to the Kafka cluster.

    Specify the public certificate and private key.

    Example keystore configuration

    props.put(CommonClientConfigs.SECURITY_PROTOCOL_CONFIG, "SSL");
    props.put(SslConfigs.SSL_KEYSTORE_TYPE_CONFIG, "PEM");
    props.put(SslConfigs.SSL_KEYSTORE_CERTIFICATE_CHAIN_CONFIG, "<user.crt_file_content>");
    props.put(SslConfigs.SSL_KEYSTORE_KEY_CONFIG, "<user.key_file_content>");

    Add the keystore certificate and the private key directly to the configuration. Add as a single-line format. Between the BEGIN CERTIFICATE and END CERTIFICATE delimiters, start with a newline character (\n). End each line from the original certificate with \n too.

    Example keystore configuration

    props.put(SslConfigs.SSL_KEYSTORE_CERTIFICATE_CHAIN_CONFIG, "-----BEGIN CERTIFICATE----- \n<user_certificate_content_line_1>\n<user_certificate_content_line_n>\n-----END CERTIFICATE---");
    props.put(SslConfigs.SSL_KEYSTORE_KEY_CONFIG, "----BEGIN PRIVATE KEY-----\n<user_key_content_line_1>\n<user_key_content_line_n>\n-----END PRIVATE KEY-----");

    Additional resources

Chapter 8. Setting up metrics and dashboards for AMQ Streams

You can use Prometheus and Grafana to monitor your AMQ Streams deployment.

You can monitor your AMQ Streams deployment by viewing key metrics on dashboards and setting up alerts that trigger under certain conditions. Metrics are available for each of the components of AMQ Streams.

You can also collect metrics specific to oauth authentication and opa or keycloak authorization. You do this by setting the enableMetrics property to true in the listener configuration of the Kafka resource. For example, set enableMetrics to true in spec.kafka.listeners.authentication and spec.kafka.authorization. Similarly, you can enable metrics for oauth authentication in the KafkaBridge, KafkaConnect, KafkaMirrorMaker, and KafkaMirrorMaker2 custom resources.

To provide metrics information, AMQ Streams uses Prometheus rules and Grafana dashboards.

When configured with a set of rules for each component of AMQ Streams, Prometheus consumes key metrics from the pods that are running in your cluster. Grafana then visualizes those metrics on dashboards. AMQ Streams includes example Grafana dashboards that you can customize to suit your deployment.

AMQ Streams employs monitoring for user-defined projects (an OpenShift feature) to simplify the Prometheus setup process.

Depending on your requirements, you can:

With Prometheus and Grafana set up, you can use the example Grafana dashboards provided by AMQ Streams for monitoring.

Additionally, you can configure your deployment to track messages end-to-end by setting up distributed tracing.

Note

AMQ Streams provides example installation files for Prometheus and Grafana. You can use these files as a starting point when trying out monitoring of AMQ Streams. For further support, try engaging with the Prometheus and Grafana developer communities.

Supporting documentation for metrics and monitoring tools

For more information on the metrics and monitoring tools, refer to the supporting documentation:

8.1. Monitoring consumer lag with Kafka Exporter

Kafka Exporter is an open source project to enhance monitoring of Apache Kafka brokers and clients. You can configure the Kafka resource to deploy Kafka Exporter with your Kafka cluster. Kafka Exporter extracts additional metrics data from Kafka brokers related to offsets, consumer groups, consumer lag, and topics. The metrics data is used, for example, to help identify slow consumers. Lag data is exposed as Prometheus metrics, which can then be presented in Grafana for analysis.

Kafka Exporter reads from the __consumer_offsets topic, which stores information on committed offsets for consumer groups. For Kafka Exporter to be able to work properly, consumer groups needs to be in use.

A Grafana dashboard for Kafka Exporter is one of a number of example Grafana dashboards provided by AMQ Streams.

Important

Kafka Exporter provides only additional metrics related to consumer lag and consumer offsets. For regular Kafka metrics, you have to configure the Prometheus metrics in Kafka brokers.

Consumer lag indicates the difference in the rate of production and consumption of messages. Specifically, consumer lag for a given consumer group indicates the delay between the last message in the partition and the message being currently picked up by that consumer.

The lag reflects the position of the consumer offset in relation to the end of the partition log.

Consumer lag between the producer and consumer offset

Consumer lag

This difference is sometimes referred to as the delta between the producer offset and consumer offset: the read and write positions in the Kafka broker topic partitions.

Suppose a topic streams 100 messages a second. A lag of 1000 messages between the producer offset (the topic partition head) and the last offset the consumer has read means a 10-second delay.

The importance of monitoring consumer lag

For applications that rely on the processing of (near) real-time data, it is critical to monitor consumer lag to check that it does not become too big. The greater the lag becomes, the further the process moves from the real-time processing objective.

Consumer lag, for example, might be a result of consuming too much old data that has not been purged, or through unplanned shutdowns.

Reducing consumer lag

Use the Grafana charts to analyze lag and to check if actions to reduce lag are having an impact on an affected consumer group. If, for example, Kafka brokers are adjusted to reduce lag, the dashboard will show the Lag by consumer group chart going down and the Messages consumed per minute chart going up.

Typical actions to reduce lag include:

  • Scaling-up consumer groups by adding new consumers
  • Increasing the retention time for a message to remain in a topic
  • Adding more disk capacity to increase the message buffer

Actions to reduce consumer lag depend on the underlying infrastructure and the use cases AMQ Streams is supporting. For instance, a lagging consumer is less likely to benefit from the broker being able to service a fetch request from its disk cache. And in certain cases, it might be acceptable to automatically drop messages until a consumer has caught up.

8.2. Monitoring Cruise Control operations

Cruise Control monitors Kafka brokers in order to track the utilization of brokers, topics, and partitions. Cruise Control also provides a set of metrics for monitoring its own performance.

The Cruise Control metrics reporter collects raw metrics data from Kafka brokers. The data is produced to topics that are automatically created by Cruise Control. The metrics are used to generate optimization proposals for Kafka clusters.

Cruise Control metrics are available for real-time monitoring of Cruise Control operations. For example, you can use Cruise Control metrics to monitor the status of rebalancing operations that are running or provide alerts on any anomalies that are detected in an operation’s performance.

You expose Cruise Control metrics by enabling the Prometheus JMX Exporter in the Cruise Control configuration.

Note

For a full list of available Cruise Control metrics, which are known as sensors, see the Cruise Control documentation.

8.2.1. Exposing Cruise Control metrics

If you want to expose metrics on Cruise Control operations, configure the Kafka resource to deploy Cruise Control and enable Prometheus metrics in the deployment. You can use your own configuration or use the example kafka-cruise-control-metrics.yaml file provided by AMQ Streams.

You add the configuration to the metricsConfig of the CruiseControl property in the Kafka resource. The configuration enables the Prometheus JMX Exporter to expose Cruise Control metrics through an HTTP endpoint. The HTTP endpoint is scraped by the Prometheus server.

Example metrics configuration for Cruise Control

  apiVersion: kafka.strimzi.io/v1beta2
  kind: Kafka
  metadata:
    name: my-cluster
  Spec:
    # ...
    cruiseControl:
      # ...
      metricsConfig:
        type: jmxPrometheusExporter
        valueFrom:
          configMapKeyRef:
            name: cruise-control-metrics
            key: metrics-config.yml
  ---
  kind: ConfigMap
  apiVersion: v1
  metadata:
    name: cruise-control-metrics
    labels:
      app: strimzi
  data:
    metrics-config.yml: |
    # metrics configuration...

8.2.2. Viewing Cruise Control metrics

After you expose the Cruise Control metrics, you can use Prometheus or another suitable monitoring system to view information on the metrics data. AMQ Streams provides an example Grafana dashboard to display visualizations of Cruise Control metrics. The dashboard is a JSON file called strimzi-cruise-control.json. The exposed metrics provide the monitoring data when you enable the Grafana dashboard.

8.2.2.1. Monitoring balancedness scores

Cruise Control metrics include a balancedness score. Balancedness is the measure of how evenly a workload is distributed in a Kafka cluster.

The Cruise Control metric for balancedness score (balancedness-score) might differ from the balancedness score in the KafkaRebalance resource. Cruise Control calculates each score using anomaly.detection.goals which might not be the same as the default.goals used in the KafkaRebalance resource. The anomaly.detection.goals are specified in the spec.cruiseControl.config of the Kafka custom resource.

Note

Refreshing the KafkaRebalance resource fetches an optimization proposal. The latest cached optimization proposal is fetched if one of the following conditions applies:

  • KafkaRebalance goals match the goals configured in the default.goals section of the Kafka resource
  • KafkaRebalance goals are not specified

Otherwise, Cruise Control generates a new optimization proposal based on KafkaRebalance goals. If new proposals are generated with each refresh, this can impact performance monitoring.

8.2.2.2. Alerts on anomaly detection

Cruise control’s anomaly detector provides metrics data for conditions that block the generation of optimization goals, such as broker failures. If you want more visibility, you can use the metrics provided by the anomaly detector to set up alerts and send out notifications. You can set up Cruise Control’s anomaly notifier to route alerts based on these metrics through a specified notification channel. Alternatively, you can set up Prometheus to scrape the metrics data provided by the anomaly detector and generate alerts. Prometheus Alertmanager can then route the alerts generated by Prometheus.

The Cruise Control documentation provides information on AnomalyDetector metrics and the anomaly notifier.

8.3. Example metrics files

You can find example Grafana dashboards and other metrics configuration files in the example configuration files provided by AMQ Streams.

Example metrics files provided with AMQ Streams

metrics
├── grafana-dashboards 1
│   ├── strimzi-cruise-control.json
│   ├── strimzi-kafka-bridge.json
│   ├── strimzi-kafka-connect.json
│   ├── strimzi-kafka-exporter.json
│   ├── strimzi-kafka-mirror-maker-2.json
│   ├── strimzi-kafka.json
│   ├── strimzi-operators.json
│   └── strimzi-zookeeper.json
├── grafana-install
│   └── grafana.yaml 2
├── prometheus-additional-properties
│   └── prometheus-additional.yaml 3
├── prometheus-alertmanager-config
│   └── alert-manager-config.yaml 4
├── prometheus-install
│    ├── alert-manager.yaml 5
│    ├── prometheus-rules.yaml 6
│    ├── prometheus.yaml 7
│    ├── strimzi-pod-monitor.yaml 8
├── kafka-bridge-metrics.yaml 9
├── kafka-connect-metrics.yaml 10
├── kafka-cruise-control-metrics.yaml 11
├── kafka-metrics.yaml 12
└── kafka-mirror-maker-2-metrics.yaml 13

1
Example Grafana dashboards for the different AMQ Streams components.
2
Installation file for the Grafana image.
3
Additional configuration to scrape metrics for CPU, memory and disk volume usage, which comes directly from the OpenShift cAdvisor agent and kubelet on the nodes.
4
Hook definitions for sending notifications through Alertmanager.
5
Resources for deploying and configuring Alertmanager.
6
Alerting rules examples for use with Prometheus Alertmanager (deployed with Prometheus).
7
Installation resource file for the Prometheus image.
8
PodMonitor definitions translated by the Prometheus Operator into jobs for the Prometheus server to be able to scrape metrics data directly from pods.
9
Kafka Bridge resource with metrics enabled.
10
Metrics configuration that defines Prometheus JMX Exporter relabeling rules for Kafka Connect.
11
Metrics configuration that defines Prometheus JMX Exporter relabeling rules for Cruise Control.
12
Metrics configuration that defines Prometheus JMX Exporter relabeling rules for Kafka and ZooKeeper.
13
Metrics configuration that defines Prometheus JMX Exporter relabeling rules for Kafka Mirror Maker 2.0.

8.3.1. Example Prometheus metrics configuration

AMQ Streams uses the Prometheus JMX Exporter to expose metrics through an HTTP endpoint, which can be scraped by the Prometheus server.

Grafana dashboards are dependent on Prometheus JMX Exporter relabeling rules, which are defined for AMQ Streams components in the custom resource configuration.

A label is a name-value pair. Relabeling is the process of writing a label dynamically. For example, the value of a label may be derived from the name of a Kafka server and client ID.

AMQ Streams provides example custom resource configuration YAML files with relabeling rules. When deploying Prometheus metrics configuration, you can can deploy the example custom resource or copy the metrics configuration to your own custom resource definition.

Table 8.1. Example custom resources with metrics configuration
ComponentCustom resourceExample YAML file

Kafka and ZooKeeper

Kafka

kafka-metrics.yaml

Kafka Connect

KafkaConnect

kafka-connect-metrics.yaml

Kafka MirrorMaker 2.0

KafkaMirrorMaker2

kafka-mirror-maker-2-metrics.yaml

Kafka Bridge

KafkaBridge

kafka-bridge-metrics.yaml

Cruise Control

Kafka

kafka-cruise-control-metrics.yaml

8.3.2. Example Prometheus rules for alert notifications

Example Prometheus rules for alert notifications are provided with the example metrics configuration files provided by AMQ Streams. The rules are specified in the example prometheus-rules.yaml file for use in a Prometheus deployment.

Alerting rules provide notifications about specific conditions observed in metrics. Rules are declared on the Prometheus server, but Prometheus Alertmanager is responsible for alert notifications.

Prometheus alerting rules describe conditions using PromQL expressions that are continuously evaluated.

When an alert expression becomes true, the condition is met and the Prometheus server sends alert data to the Alertmanager. Alertmanager then sends out a notification using the communication method configured for its deployment.

General points about the alerting rule definitions:

  • A for property is used with the rules to determine the period of time a condition must persist before an alert is triggered.
  • A tick is a basic ZooKeeper time unit, which is measured in milliseconds and configured using the tickTime parameter of Kafka.spec.zookeeper.config. For example, if ZooKeeper tickTime=3000, 3 ticks (3 x 3000) equals 9000 milliseconds.
  • The availability of the ZookeeperRunningOutOfSpace metric and alert is dependent on the OpenShift configuration and storage implementation used. Storage implementations for certain platforms may not be able to supply the information on available space required for the metric to provide an alert.

Alertmanager can be configured to use email, chat messages or other notification methods. Adapt the default configuration of the example rules according to your specific needs.

8.3.2.1. Example altering rules

The prometheus-rules.yaml file contains example rules for the following components:

  • Kafka
  • ZooKeeper
  • Entity Operator
  • Kafka Connect
  • Kafka Bridge
  • MirrorMaker
  • Kafka Exporter

A description of each of the example rules is provided in the file.

8.3.3. Example Grafana dashboards

If you deploy Prometheus to provide metrics, you can use the example Grafana dashboards provided with AMQ Streams to monitor AMQ Streams components.

Example dashboards are provided in the examples/metrics/grafana-dashboards directory as JSON files.

All dashboards provide JVM metrics, as well as metrics specific to the component. For example, the Grafana dashboard for AMQ Streams operators provides information on the number of reconciliations or custom resources they are processing.

The example dashboards don’t show all the metrics supported by Kafka. The dashboards are populated with a representative set of metrics for monitoring.

Table 8.2. Example Grafana dashboard files
ComponentExample JSON file

AMQ Streams operators

strimzi-operators.json

Kafka

strimzi-kafka.json

ZooKeeper

strimzi-zookeeper.json

Kafka Connect

strimzi-kafka-connect.json

Kafka MirrorMaker 2.0

strimzi-kafka-mirror-maker-2.json

Kafka Bridge

strimzi-kafka-bridge.json

Cruise Control

strimzi-cruise-control.json

Kafka Exporter

strimzi-kafka-exporter.json

Note

When metrics are not available to the Kafka Exporter, because there is no traffic in the cluster yet, the Kafka Exporter Grafana dashboard will show N/A for numeric fields and No data to show for graphs.

8.4. Deploying Prometheus metrics configuration

Deploy Prometheus metrics configuration to use Prometheus with AMQ Streams. Use the metricsConfig property to enable and configure Prometheus metrics.

You can use your own configuration or the example custom resource configuration files provided with AMQ Streams.

  • kafka-metrics.yaml
  • kafka-connect-metrics.yaml
  • kafka-mirror-maker-2-metrics.yaml
  • kafka-bridge-metrics.yaml
  • kafka-cruise-control-metrics.yaml

The example configuration files have relabeling rules and the configuration required to enable Prometheus metrics. Prometheus scrapes metrics from target HTTP endpoints. The example files are a good way to try Prometheus with AMQ Streams.

To apply the relabeling rules and metrics configuration, do one of the following:

  • Copy the example configuration to your own custom resources
  • Deploy the custom resource with the metrics configuration

If you want to include Kafka Exporter metrics, add kafkaExporter configuration to your Kafka resource.

Important

Kafka Exporter provides only additional metrics related to consumer lag and consumer offsets. For regular Kafka metrics, you have to configure the Prometheus metrics in Kafka brokers.

This procedure shows how to deploy Prometheus metrics configuration in the Kafka resource. The process is the same when using the example files for other resources.

Procedure

  1. Deploy the example custom resource with the Prometheus configuration.

    For example, for each Kafka resource you apply the kafka-metrics.yaml file.

    Deploying the example configuration

    oc apply -f kafka-metrics.yaml

    Alternatively, you can copy the example configuration in kafka-metrics.yaml to your own Kafka resource.

    Copying the example configuration

    oc edit kafka <kafka-configuration-file>

    Copy the metricsConfig property and the ConfigMap it references to your Kafka resource.

    Example metrics configuration for Kafka

    apiVersion: kafka.strimzi.io/v1beta2
    kind: Kafka
    metadata:
      name: my-cluster
    spec:
      kafka:
        # ...
        metricsConfig: 1
          type: jmxPrometheusExporter
          valueFrom:
            configMapKeyRef:
              name: kafka-metrics
              key: kafka-metrics-config.yml
    ---
    kind: ConfigMap 2
    apiVersion: v1
    metadata:
      name: kafka-metrics
      labels:
        app: strimzi
    data:
      kafka-metrics-config.yml: |
      # metrics configuration...

    1
    Copy the metricsConfig property that references the ConfigMap that contains metrics configuration.
    2
    Copy the whole ConfigMap that specifies the metrics configuration.
    Note

    For Kafka Bridge, you specify the enableMetrics property and set it to true.

    apiVersion: kafka.strimzi.io/v1beta2
    kind: KafkaBridge
    metadata:
      name: my-bridge
    spec:
      # ...
      bootstrapServers: my-cluster-kafka:9092
      http:
        # ...
      enableMetrics: true
      # ...
  2. To deploy Kafka Exporter, add kafkaExporter configuration.

    kafkaExporter configuration is only specified in the Kafka resource.

    Example configuration for deploying Kafka Exporter

    apiVersion: kafka.strimzi.io/v1beta2
    kind: Kafka
    metadata:
      name: my-cluster
    spec:
      # ...
      kafkaExporter:
        image: my-registry.io/my-org/my-exporter-cluster:latest 1
        groupRegex: ".*" 2
        topicRegex: ".*" 3
        resources: 4
          requests:
            cpu: 200m
            memory: 64Mi
          limits:
            cpu: 500m
            memory: 128Mi
        logging: debug 5
        enableSaramaLogging: true 6
        template: 7
          pod:
            metadata:
              labels:
                label1: value1
            imagePullSecrets:
              - name: my-docker-credentials
            securityContext:
              runAsUser: 1000001
              fsGroup: 0
            terminationGracePeriodSeconds: 120
        readinessProbe: 8
          initialDelaySeconds: 15
          timeoutSeconds: 5
        livenessProbe: 9
          initialDelaySeconds: 15
          timeoutSeconds: 5
    # ...

    1
    ADVANCED OPTION: Container image configuration, which is recommended only in special situations.
    2
    A regular expression to specify the consumer groups to include in the metrics.
    3
    A regular expression to specify the topics to include in the metrics.
    4
    5
    Logging configuration, to log messages with a given severity (debug, info, warn, error, fatal) or above.
    6
    Boolean to enable Sarama logging, a Go client library used by Kafka Exporter.
    7
    8
    9
Note

For Kafka Exporter to be able to work properly, consumer groups need to be in use.

8.5. Viewing Kafka metrics and dashboards in OpenShift

When AMQ Streams is deployed to OpenShift Container Platform, metrics are provided through monitoring for user-defined projects. This OpenShift feature gives developers access to a separate Prometheus instance for monitoring their own projects (for example, a Kafka project).

If monitoring for user-defined projects is enabled, the openshift-user-workload-monitoring project contains the following components:

  • A Prometheus Operator
  • A Prometheus instance (automatically deployed by the Prometheus Operator)
  • A Thanos Ruler instance

AMQ Streams uses these components to consume metrics.

A cluster administrator must enable monitoring for user-defined projects and then grant developers and other users permission to monitor applications within their own projects.

Grafana deployment

You can deploy a Grafana instance to the project containing your Kafka cluster. The example Grafana dashboards can then be used to visualize Prometheus metrics for AMQ Streams in the Grafana user interface.

Important

The openshift-monitoring project provides monitoring for core platform components. Do not use the Prometheus and Grafana components in this project to configure monitoring for AMQ Streams on OpenShift Container Platform 4.x.

Procedure outline

To set up AMQ Streams monitoring in OpenShift Container Platform, follow these procedures in order:

8.5.1. Prerequisites

  • You have deployed the Prometheus metrics configuration using the example YAML files.
  • Monitoring for user-defined projects is enabled. A cluster administrator has created a cluster-monitoring-config config map in your OpenShift cluster.
  • A cluster administrator has assigned you a monitoring-rules-edit or monitoring-edit role.

For more information on creating a cluster-monitoring-config config map and granting users permission to monitor user-defined projects, see OpenShift Container Platform Monitoring.

8.5.2. Additional resources

8.5.3. Deploying the Prometheus resources

Use Prometheus to obtain monitoring data in your Kafka cluster.

You can use your own Prometheus deployment or deploy Prometheus using the example metrics configuration files provided by AMQ Streams. To use the example files, you configure and deploy the PodMonitor resources. The PodMonitors scrape data directly from pods for Apache Kafka, ZooKeeper, Operators, the Kafka Bridge, and Cruise Control.

Then, you deploy the example alerting rules for Alertmanager.

Prerequisites

Procedure

  1. Check that monitoring for user-defined projects is enabled:

    oc get pods -n openshift-user-workload-monitoring

    If enabled, pods for the monitoring components are returned. For example:

    NAME                                   READY   STATUS    RESTARTS   AGE
    prometheus-operator-5cc59f9bc6-kgcq8   1/1     Running   0          25s
    prometheus-user-workload-0             5/5     Running   1          14s
    prometheus-user-workload-1             5/5     Running   1          14s
    thanos-ruler-user-workload-0           3/3     Running   0          14s
    thanos-ruler-user-workload-1           3/3     Running   0          14s

    If no pods are returned, monitoring for user-defined projects is disabled. See the Prerequisites in Section 8.5, “Viewing Kafka metrics and dashboards in OpenShift”.

  2. Multiple PodMonitor resources are defined in examples/metrics/prometheus-install/strimzi-pod-monitor.yaml.

    For each PodMonitor resource, edit the spec.namespaceSelector.matchNames property:

    apiVersion: monitoring.coreos.com/v1
    kind: PodMonitor
    metadata:
      name: cluster-operator-metrics
      labels:
        app: strimzi
    spec:
      selector:
        matchLabels:
          strimzi.io/kind: cluster-operator
      namespaceSelector:
        matchNames:
          - <project-name> 1
      podMetricsEndpoints:
      - path: /metrics
        port: http
    # ...
    1
    The project where the pods to scrape the metrics from are running, for example, Kafka.
  3. Deploy the strimzi-pod-monitor.yaml file to the project where your Kafka cluster is running:

    oc apply -f strimzi-pod-monitor.yaml -n MY-PROJECT
  4. Deploy the example Prometheus rules to the same project:

    oc apply -f prometheus-rules.yaml -n MY-PROJECT

8.5.4. Creating a service account for Grafana

A Grafana instance for AMQ Streams needs to run with a service account that is assigned the cluster-monitoring-view role.

Create a service account if you are using Grafana to present metrics for monitoring.

Procedure

  1. Create a ServiceAccount for Grafana. Here the resource is named grafana-serviceaccount.

    apiVersion: v1
    kind: ServiceAccount
    metadata:
      name: grafana-serviceaccount
      labels:
        app: strimzi
  2. Deploy the ServiceAccount to the project containing your Kafka cluster:

    oc apply -f GRAFANA-SERVICEACCOUNT -n MY-PROJECT
  3. Create a ClusterRoleBinding resource that assigns the cluster-monitoring-view role to the Grafana ServiceAccount. Here the resource is named grafana-cluster-monitoring-binding.

    apiVersion: rbac.authorization.k8s.io/v1
    kind: ClusterRoleBinding
    metadata:
      name: grafana-cluster-monitoring-binding
      labels:
        app: strimzi
    subjects:
      - kind: ServiceAccount
        name: grafana-serviceaccount
        namespace: <my-project> 1
    roleRef:
      kind: ClusterRole
      name: cluster-monitoring-view
      apiGroup: rbac.authorization.k8s.io
    1
    Name of your project.
  4. Deploy the ClusterRoleBinding to the project containing your Kafka cluster:

    oc apply -f <grafana-cluster-monitoring-binding> -n <my-project>

8.5.5. Deploying Grafana with a Prometheus datasource

Deploy Grafana to present Prometheus metrics. A Grafana application requires configuration for the OpenShift Container Platform monitoring stack.

OpenShift Container Platform includes a Thanos Querier instance in the openshift-monitoring project. Thanos Querier is used to aggregate platform metrics.

To consume the required platform metrics, your Grafana instance requires a Prometheus data source that can connect to Thanos Querier. To configure this connection, you create a config map that authenticates, by using a token, to the oauth-proxy sidecar that runs alongside Thanos Querier. A datasource.yaml file is used as the source of the config map.

Finally, you deploy the Grafana application with the config map mounted as a volume to the project containing your Kafka cluster.

Procedure

  1. Get the access token of the Grafana ServiceAccount:

    oc serviceaccounts get-token grafana-serviceaccount -n MY-PROJECT

    Copy the access token to use in the next step.

  2. Create a datasource.yaml file containing the Thanos Querier configuration for Grafana.

    Paste the access token into the httpHeaderValue1 property as indicated.

    apiVersion: 1
    
    datasources:
    - name: Prometheus
      type: prometheus
      url: https://thanos-querier.openshift-monitoring.svc.cluster.local:9091
      access: proxy
      basicAuth: false
      withCredentials: false
      isDefault: true
      jsonData:
        timeInterval: 5s
        tlsSkipVerify: true
        httpHeaderName1: "Authorization"
      secureJsonData:
        httpHeaderValue1: "Bearer ${GRAFANA-ACCESS-TOKEN}" 1
      editable: true
    1
    GRAFANA-ACCESS-TOKEN: The value of the access token for the Grafana ServiceAccount.
  3. Create a config map named grafana-config from the datasource.yaml file:

    oc create configmap grafana-config --from-file=datasource.yaml -n MY-PROJECT
  4. Create a Grafana application consisting of a Deployment and a Service.

    The grafana-config config map is mounted as a volume for the datasource configuration.

    apiVersion: apps/v1
    kind: Deployment
    metadata:
      name: grafana
      labels:
        app: strimzi
    spec:
      replicas: 1
      selector:
        matchLabels:
          name: grafana
      template:
        metadata:
          labels:
            name: grafana
        spec:
          serviceAccountName: grafana-serviceaccount
          containers:
          - name: grafana
            image: grafana/grafana:9.3.1
            ports:
            - name: grafana
              containerPort: 3000
              protocol: TCP
            volumeMounts:
            - name: grafana-data
              mountPath: /var/lib/grafana
            - name: grafana-logs
              mountPath: /var/log/grafana
            - name: grafana-config
              mountPath: /etc/grafana/provisioning/datasources/datasource.yaml
              readOnly: true
              subPath: datasource.yaml
            readinessProbe:
              httpGet:
                path: /api/health
                port: 3000
              initialDelaySeconds: 5
              periodSeconds: 10
            livenessProbe:
              httpGet:
                path: /api/health
                port: 3000
              initialDelaySeconds: 15
              periodSeconds: 20
          volumes:
          - name: grafana-data
            emptyDir: {}
          - name: grafana-logs
            emptyDir: {}
          - name: grafana-config
            configMap:
              name: grafana-config
    ---
    apiVersion: v1
    kind: Service
    metadata:
      name: grafana
      labels:
        app: strimzi
    spec:
      ports:
      - name: grafana
        port: 3000
        targetPort: 3000
        protocol: TCP
      selector:
        name: grafana
      type: ClusterIP
  5. Deploy the Grafana application to the project containing your Kafka cluster:

    oc apply -f <grafana-application> -n <my-project>

8.5.6. Creating a route to the Grafana Service

You can access the Grafana user interface through a Route that exposes the Grafana service.

Procedure

  • Create an edge route to the grafana service:

    oc create route edge <my-grafana-route> --service=grafana --namespace=KAFKA-NAMESPACE

8.5.7. Importing the example Grafana dashboards

Use Grafana to provide visualizations of Prometheus metrics on customizable dashboards.

AMQ Streams provides example dashboard configuration files for Grafana in JSON format.

  • examples/metrics/grafana-dashboards

This procedure uses the example Grafana dashboards.

The example dashboards are a good starting point for monitoring key metrics, but they don’t show all the metrics supported by Kafka. You can modify the example dashboards or add other metrics, depending on your infrastructure.

Procedure

  1. Get the details of the Route to the Grafana Service. For example:

    oc get routes
    
    NAME               HOST/PORT                         PATH  SERVICES
    MY-GRAFANA-ROUTE   MY-GRAFANA-ROUTE-amq-streams.net        grafana
  2. In a web browser, access the Grafana login screen using the URL for the Route host and port.
  3. Enter your user name and password, and then click Log In.

    The default Grafana user name and password are both admin. After logging in for the first time, you can change the password.

  4. In Configuration > Data Sources, check that the Prometheus data source was created. The data source was created in Section 8.5.5, “Deploying Grafana with a Prometheus datasource”.
  5. Click the + icon and then click Import.
  6. In examples/metrics/grafana-dashboards, copy the JSON of the dashboard to import.
  7. Paste the JSON into the text box, and then click Load.
  8. Repeat steps 5-7 for the other example Grafana dashboards.

The imported Grafana dashboards are available to view from the Dashboards home page.

Chapter 9. Introducing distributed tracing

Distributed tracing tracks the progress of transactions between applications in a distributed system. In a microservices architecture, tracing tracks the progress of transactions between services. Trace data is useful for monitoring application performance and investigating issues with target systems and end-user applications.

In AMQ Streams, tracing facilitates the end-to-end tracking of messages: from source systems to Kafka, and then from Kafka to target systems and applications. Distributed tracing complements the monitoring of metrics in Grafana dashboards, as well as the component loggers.

Support for tracing is built in to the following Kafka components:

  • MirrorMaker to trace messages from a source cluster to a target cluster
  • Kafka Connect to trace messages consumed and produced by Kafka Connect
  • Kafka Bridge to trace messages between Kafka and HTTP client applications

Tracing is not supported for Kafka brokers.

You enable and configure tracing for these components through their custom resources. You add tracing configuration using spec.template properties.

You enable tracing by specifying a tracing type using the spec.tracing.type property:

opentelemetry
Specify type: opentelemetry to use OpenTelemetry. By Default, OpenTelemetry uses the OTLP (OpenTelemetry Protocol) exporter and endpoint to get trace data. You can specify other tracing systems supported by OpenTelemetry, including Jaeger tracing. To do this, you change the OpenTelemetry exporter and endpoint in the tracing configuration.
jaeger
Specify type:jaeger to use OpenTracing and the Jaeger client to get trace data.
Note

Support for type: jaeger tracing is deprecated. The Jaeger clients are now retired and the OpenTracing project archived. As such, we cannot guarantee their support for future Kafka versions. If possible, we will maintain the support for type: jaeger tracing until June 2023 and remove it afterwards. Please migrate to OpenTelemetry as soon as possible.

9.1. Tracing options

Use OpenTelemetry or OpenTracing (deprecated) with the Jaeger tracing system.

OpenTelemetry and OpenTracing provide API specifications that are independent from the tracing or monitoring system.

You use the APIs to instrument application code for tracing.

  • Instrumented applications generate traces for individual requests across the distributed system.
  • Traces are composed of spans that define specific units of work over time.

Jaeger is a tracing system for microservices-based distributed systems.

  • Jaeger implements the tracing APIs and provides client libraries for instrumentation.
  • The Jaeger user interface allows you to query, filter, and analyze trace data.

The Jaeger user interface showing a simple query

The Jaeger user interface showing a simple query

9.2. Environment variables for tracing

Use environment variables when you are enabling tracing for Kafka components or initializing a tracer for Kafka clients.

Tracing environment variables are subject to change. For the latest information, see the OpenTelemetry documentation and OpenTracing documentation.

The following tables describe the key environment variables for setting up a tracer.

Table 9.1. OpenTelemetry environment variables
PropertyRequiredDescription

OTEL_SERVICE_NAME

Yes

The name of the Jaeger tracing service for OpenTelemetry.

OTEL_EXPORTER_JAEGER_ENDPOINT

Yes

The exporter used for tracing.

OTEL_TRACES_EXPORTER

Yes

The exporter used for tracing. Set to otlp by default. If using Jaeger tracing, you need to set this environment variable as jaeger. If you are using another tracing implementation, specify the exporter used.

Table 9.2. OpenTracing environment variables
PropertyRequiredDescription

JAEGER_SERVICE_NAME

Yes

The name of the Jaeger tracer service.

JAEGER_AGENT_HOST

No

The hostname for communicating with the jaeger-agent through the User Datagram Protocol (UDP).

JAEGER_AGENT_PORT

No

The port used for communicating with the jaeger-agent through UDP.

9.3. Setting up distributed tracing

Enable distributed tracing in Kafka components by specifying a tracing type in the custom resource. Instrument tracers in Kafka clients for end-to-end tracking of messages.

To set up distributed tracing, follow these procedures in order:

9.3.1. Prerequisites

Before setting up distributed tracing, make sure Jaeger backend components are deployed to your OpenShift cluster. We recommend using the Jaeger operator for deploying Jaeger on your OpenShift cluster.

For deployment instructions, see the Jaeger documentation.

Note

Setting up tracing for applications and systems beyond AMQ Streams is outside the scope of this content.

9.3.2. Enabling tracing in MirrorMaker, Kafka Connect, and Kafka Bridge resources

Distributed tracing is supported for MirrorMaker, MirrorMaker 2.0, Kafka Connect, and the AMQ Streams Kafka Bridge. Configure the custom resource of the component to specify and enable a tracer service.

Enabling tracing in a resource triggers the following events:

  • Interceptor classes are updated in the integrated consumers and producers of the component.
  • For MirrorMaker, MirrorMaker 2.0, and Kafka Connect, the tracing agent initializes a tracer based on the tracing configuration defined in the resource.
  • For the Kafka Bridge, a tracer based on the tracing configuration defined in the resource is initialized by the Kafka Bridge itself.

You can enable tracing that uses OpenTelemetry or OpenTracing.

Tracing in MirrorMaker and MirrorMaker 2.0

For MirrorMaker and MirrorMaker 2.0, messages are traced from the source cluster to the target cluster. The trace data records messages entering and leaving the MirrorMaker or MirrorMaker 2.0 component.

Tracing in Kafka Connect

For Kafka Connect, only messages produced and consumed by Kafka Connect are traced. To trace messages sent between Kafka Connect and external systems, you must configure tracing in the connectors for those systems.

Tracing in the Kafka Bridge

For the Kafka Bridge, messages produced and consumed by the Kafka Bridge are traced. Incoming HTTP requests from client applications to send and receive messages through the Kafka Bridge are also traced. To have end-to-end tracing, you must configure tracing in your HTTP clients.

Procedure

Perform these steps for each KafkaMirrorMaker, KafkaMirrorMaker2, KafkaConnect, and KafkaBridge resource.

  1. In the spec.template property, configure the tracer service.

    • Use the tracing environment variables as template configuration properties.
    • For OpenTelemetry, set the spec.tracing.type property to opentelemetry.
    • For OpenTracing, set the spec.tracing.type property to jaeger.

    Example tracing configuration for Kafka Connect using OpenTelemetry

    apiVersion: kafka.strimzi.io/v1beta2
    kind: KafkaConnect
    metadata:
      name: my-connect-cluster
    spec:
      #...
      template:
        connectContainer:
          env:
            - name: OTEL_SERVICE_NAME
              value: my-otel-service
            - name: OTEL_EXPORTER_JAEGER_ENDPOINT
              value: "http://jaeger-host:14250"
      tracing:
        type: opentelemetry
      #...

    Example tracing configuration for MirrorMaker using OpenTelemetry

    apiVersion: kafka.strimzi.io/v1beta2
    kind: KafkaMirrorMaker
    metadata:
      name: my-mirror-maker
    spec:
      #...
      template:
        mirrorMakerContainer:
          env:
            - name: OTEL_SERVICE_NAME
              value: my-otel-service
            - name: OTEL_EXPORTER_JAEGER_ENDPOINT
              value: "http://jaeger-host:14250"
      tracing:
        type: opentelemetry
    #...

    Example tracing configuration for MirrorMaker 2.0 using OpenTelemetry

    apiVersion: kafka.strimzi.io/v1beta2
    kind: KafkaMirrorMaker2
    metadata:
      name: my-mm2-cluster
    spec:
      #...
      template:
        connectContainer:
          env:
            - name: OTEL_SERVICE_NAME
              value: my-otel-service
            - name: OTEL_EXPORTER_JAEGER_ENDPOINT
              value: "http://jaeger-host:14250"
      tracing:
        type: opentelemetry
    #...

    Example tracing configuration for the Kafka Bridge using OpenTelemetry

    apiVersion: kafka.strimzi.io/v1beta2
    kind: KafkaBridge
    metadata:
      name: my-bridge
    spec:
      #...
      template:
        bridgeContainer:
          env:
            - name: OTEL_SERVICE_NAME
              value: my-otel-service
            - name: OTEL_EXPORTER_JAEGER_ENDPOINT
              value: "http://jaeger-host:14250"
      tracing:
        type: opentelemetry
    #...

    Example tracing configuration for Kafka Connect using OpenTracing

    apiVersion: kafka.strimzi.io/v1beta2
    kind: KafkaConnect
    metadata:
      name: my-connect-cluster
    spec:
      #...
      template:
        connectContainer:
          env:
            - name: JAEGER_SERVICE_NAME
              value: my-jaeger-service
            - name: JAEGER_AGENT_HOST
              value: jaeger-agent-name
            - name: JAEGER_AGENT_PORT
              value: "6831"
      tracing:
        type: jaeger
      #...

    Example tracing configuration for MirrorMaker using OpenTracing

    apiVersion: kafka.strimzi.io/v1beta2
    kind: KafkaMirrorMaker
    metadata:
      name: my-mirror-maker
    spec:
      #...
      template:
        mirrorMakerContainer:
          env:
            - name: JAEGER_SERVICE_NAME
              value: my-jaeger-service
            - name: JAEGER_AGENT_HOST
              value: jaeger-agent-name
            - name: JAEGER_AGENT_PORT
              value: "6831"
      tracing:
        type: jaeger
    #...

    Example tracing configuration for MirrorMaker 2.0 using OpenTracing

    apiVersion: kafka.strimzi.io/v1beta2
    kind: KafkaMirrorMaker2
    metadata:
      name: my-mm2-cluster
    spec:
      #...
      template:
        connectContainer:
          env:
            - name: JAEGER_SERVICE_NAME
              value: my-jaeger-service
            - name: JAEGER_AGENT_HOST
              value: jaeger-agent-name
            - name: JAEGER_AGENT_PORT
              value: "6831"
      tracing:
        type: jaeger
    #...

    Example tracing configuration for the Kafka Bridge using OpenTracing

    apiVersion: kafka.strimzi.io/v1beta2
    kind: KafkaBridge
    metadata:
      name: my-bridge
    spec:
      #...
      template:
        bridgeContainer:
          env:
            - name: JAEGER_SERVICE_NAME
              value: my-jaeger-service
            - name: JAEGER_AGENT_HOST
              value: jaeger-agent-name
            - name: JAEGER_AGENT_PORT
              value: "6831"
      tracing:
        type: jaeger
    #...

  2. Create or update the resource:

    oc apply -f <resource_configuration_file>

9.3.3. Initializing tracing for Kafka clients

Initialize a tracer, then instrument your client applications for distributed tracing. You can instrument Kafka producer and consumer clients, and Kafka Streams API applications. You can initialize a tracer for OpenTracing or OpenTelemetry.

Configure and initialize a tracer using a set of tracing environment variables.

Procedure

In each client application add the dependencies for the tracer:

  1. Add the Maven dependencies to the pom.xml file for the client application:

    Dependencies for OpenTelemetry

    <dependency>
        <groupId>io.opentelemetry</groupId>
        <artifactId>opentelemetry-sdk-extension-autoconfigure</artifactId>
        <version>1.18.0-alpha</version>
    </dependency>
    <dependency>
      <groupId>io.opentelemetry.instrumentation</groupId>
      <artifactId>opentelemetry-kafka-clients-{OpenTelemetryKafkaClient}</artifactId>
      <version>1.18.0-alpha</version>
    </dependency>
    <dependency>
      <groupId>io.opentelemetry</groupId>
      <artifactId>opentelemetry-exporter-jaeger</artifactId>
      <version>1.18.0</version>
    </dependency>

    Dependencies for OpenTracing

    <dependency>
        <groupId>io.jaegertracing</groupId>
        <artifactId>jaeger-client</artifactId>
        <version>1.3.2</version>
    </dependency>
    <dependency>
      <groupId>io.opentracing.contrib</groupId>
      <artifactId>opentracing-kafka-client</artifactId>
      <version>0.1.15</version>
    </dependency>

  2. Define the configuration of the tracer using the tracing environment variables.
  3. Create a tracer, which is initialized with the environment variables:

    Creating a tracer for OpenTelemetry

    OpenTelemetry ot = GlobalOpenTelemetry.get();

    Creating a tracer for OpenTracing

    Tracer tracer = Configuration.fromEnv().getTracer();

  4. Register the tracer as a global tracer:

    GlobalTracer.register(tracer);
  5. Instrument your client:

9.3.4. Instrumenting producers and consumers for tracing

Instrument application code to enable tracing in Kafka producers and consumers. Use a decorator pattern or interceptors to instrument your Java producer and consumer application code for tracing. You can then record traces when messages are produced or retrieved from a topic.

OpenTelemetry and OpenTracing instrumentation projects provide classes that support instrumentation of producers and consumers.

Decorator instrumentation
For decorator instrumentation, create a modified producer or consumer instance for tracing. Decorator instrumentation is different for OpenTelemetry and OpenTracing.
Interceptor instrumentation
For interceptor instrumentation, add the tracing capability to the consumer or producer configuration. Interceptor instrumentation is the same for OpenTelemetry and OpenTracing.

Prerequisites

  • You have initialized tracing for the client.

    You enable instrumentation in producer and consumer applications by adding the tracing JARs as dependencies to your project.

Procedure

Perform these steps in the application code of each producer and consumer application. Instrument your client application code using either a decorator pattern or interceptors.

  • To use a decorator pattern, create a modified producer or consumer instance to send or receive messages.

    You pass the original KafkaProducer or KafkaConsumer class.

    Example decorator instrumentation for OpenTelemetry

    // Producer instance
    Producer < String, String > op = new KafkaProducer < > (
        configs,
        new StringSerializer(),
        new StringSerializer()
        );
        Producer < String, String > producer = tracing.wrap(op);
    KafkaTracing tracing = KafkaTracing.create(GlobalOpenTelemetry.get());
    producer.send(...);
    
    //consumer instance
    Consumer<String, String> oc = new KafkaConsumer<>(
        configs,
        new StringDeserializer(),
        new StringDeserializer()
        );
        Consumer<String, String> consumer = tracing.wrap(oc);
    consumer.subscribe(Collections.singleton("mytopic"));
    ConsumerRecords<Integer, String> records = consumer.poll(1000);
    ConsumerRecord<Integer, String> record = ...
    SpanContext spanContext = TracingKafkaUtils.extractSpanContext(record.headers(), tracer);

    Example decorator instrumentation for OpenTracing

    //producer instance
    KafkaProducer<Integer, String> producer = new KafkaProducer<>(senderProps);
    TracingKafkaProducer<Integer, String> tracingProducer = new TracingKafkaProducer<>(producer, tracer);
    TracingKafkaProducer.send(...)
    
    //consumer instance
    KafkaConsumer<Integer, String> consumer = new KafkaConsumer<>(consumerProps);
    TracingKafkaConsumer<Integer, String> tracingConsumer = new TracingKafkaConsumer<>(consumer, tracer);
    tracingConsumer.subscribe(Collections.singletonList("mytopic"));
    ConsumerRecords<Integer, String> records = tracingConsumer.poll(1000);
    ConsumerRecord<Integer, String> record = ...
    SpanContext spanContext = TracingKafkaUtils.extractSpanContext(record.headers(), tracer);

  • To use interceptors, set the interceptor class in the producer or consumer configuration.

    You use the KafkaProducer and KafkaConsumer classes in the usual way. The TracingProducerInterceptor and TracingConsumerInterceptor interceptor classes take care of the tracing capability.

    Example producer configuration using interceptors

    senderProps.put(ProducerConfig.INTERCEPTOR_CLASSES_CONFIG,
        TracingProducerInterceptor.class.getName());
    
    KafkaProducer<Integer, String> producer = new KafkaProducer<>(senderProps);
    producer.send(...);

    Example consumer configuration using interceptors

    consumerProps.put(ConsumerConfig.INTERCEPTOR_CLASSES_CONFIG,
        TracingConsumerInterceptor.class.getName());
    
    KafkaConsumer<Integer, String> consumer = new KafkaConsumer<>(consumerProps);
    consumer.subscribe(Collections.singletonList("messages"));
    ConsumerRecords<Integer, String> records = consumer.poll(1000);
    ConsumerRecord<Integer, String> record = ...
    SpanContext spanContext = TracingKafkaUtils.extractSpanContext(record.headers(), tracer);

9.3.5. Instrumenting Kafka Streams applications for tracing

Instrument application code to enable tracing in Kafka Streams API applications. Use a decorator pattern or interceptors to instrument your Kafka Streams API applications for tracing. You can then record traces when messages are produced or retrieved from a topic.

Decorator instrumentation
For decorator instrumentation, create a modified Kafka Streams instance for tracing. The OpenTracing instrumentation project provides a TracingKafkaClientSupplier class that supports instrumentation of Kafka Streams. You create a wrapped instance of the TracingKafkaClientSupplier supplier interface, which provides tracing instrumentation for Kafka Streams. For OpenTelemetry, the process is the same but you need to create a custom TracingKafkaClientSupplier class to provide the support.
Interceptor instrumentation
For interceptor instrumentation, add the tracing capability to the Kafka Streams producer and consumer configuration.

Prerequisites

  • You have initialized tracing for the client.

    You enable instrumentation in Kafka Streams applications by adding the tracing JARs as dependencies to your project.

  • To instrument Kafka Streams with OpenTelemetry, you’ll need to write a custom TracingKafkaClientSupplier.
  • The custom TracingKafkaClientSupplier can extend Kafka’s DefaultKafkaClientSupplier, overriding the producer and consumer creation methods to wrap the instances with the telemetry-related code.

    Example custom TracingKafkaClientSupplier

    private class TracingKafkaClientSupplier extends DefaultKafkaClientSupplier {
        @Override
        public Producer<byte[], byte[]> getProducer(Map<String, Object> config) {
            KafkaTelemetry telemetry = KafkaTelemetry.create(GlobalOpenTelemetry.get());
            return telemetry.wrap(super.getProducer(config));
        }
    
        @Override
        public Consumer<byte[], byte[]> getConsumer(Map<String, Object> config) {
            KafkaTelemetry telemetry = KafkaTelemetry.create(GlobalOpenTelemetry.get());
            return telemetry.wrap(super.getConsumer(config));
        }
    
        @Override
        public Consumer<byte[], byte[]> getRestoreConsumer(Map<String, Object> config) {
            return this.getConsumer(config);
        }
    
        @Override
        public Consumer<byte[], byte[]> getGlobalConsumer(Map<String, Object> config) {
            return this.getConsumer(config);
        }
    }

Procedure

Perform these steps for each Kafka Streams API application.

  • To use a decorator pattern, create an instance of the TracingKafkaClientSupplier supplier interface, then provide the supplier interface to KafkaStreams.

    Example decorator instrumentation

    KafkaClientSupplier supplier = new TracingKafkaClientSupplier(tracer);
    KafkaStreams streams = new KafkaStreams(builder.build(), new StreamsConfig(config), supplier);
    streams.start();

  • To use interceptors, set the interceptor class in the Kafka Streams producer and consumer configuration.

    The TracingProducerInterceptor and TracingConsumerInterceptor interceptor classes take care of the tracing capability.

    Example producer and consumer configuration using interceptors

    props.put(StreamsConfig.PRODUCER_PREFIX + ProducerConfig.INTERCEPTOR_CLASSES_CONFIG, TracingProducerInterceptor.class.getName());
    props.put(StreamsConfig.CONSUMER_PREFIX + ConsumerConfig.INTERCEPTOR_CLASSES_CONFIG, TracingConsumerInterceptor.class.getName());

9.3.6. Introducing a different OpenTelemetry tracing system

Instead of the default Jaeger system, you can specify other tracing systems that are supported by OpenTelemetry. You do this by adding the required artifacts to the Kafka image provided with AMQ Streams. Any required implementation specific environment variables must also be set. You then enable the new tracing implementation using the OTEL_TRACES_EXPORTER environment variable.

This procedure shows how to implement Zipkin tracing.

Procedure

  1. Add the tracing artifacts to the /opt/kafka/libs/ directory of the AMQ Streams Kafka image.

    You can use the Kafka container image on the Red Hat Ecosystem Catalog as a base image for creating a new custom image.

    OpenTelemetry artifact for Zipkin

    io.opentelemetry:opentelemetry-exporter-zipkin

  2. Set the tracing exporter and endpoint for the new tracing implementation.

    Example Zikpin tracer configuration

    apiVersion: kafka.strimzi.io/v1beta2
    kind: KafkaMirrorMaker2
    metadata:
      name: my-mm2-cluster
    spec:
      #...
      template:
        connectContainer:
          env:
            - name: OTEL_SERVICE_NAME
              value: my-zipkin-service
            - name: OTEL_EXPORTER_ZIPKIN_ENDPOINT
              value: http://zipkin-exporter-host-name:9411/api/v2/spans 1
            - name: OTEL_TRACES_EXPORTER
              value: zipkin 2
      tracing:
        type: opentelemetry
    #...

    1
    Specifies the Zipkin endpoint to connect to.
    2
    The Zipkin exporter.

9.3.7. Custom span names

A tracing span is a logical unit of work in Jaeger, with an operation name, start time, and duration. Spans have built-in names, but you can specify custom span names in your Kafka client instrumentation where used.

Specifying custom span names is optional and only applies when using a decorator pattern in producer and consumer client instrumentation or Kafka Streams instrumentation.

9.3.7.1. Specifying span names for OpenTelemetry

Custom span names cannot be specified directly with OpenTelemetry. Instead, you retrieve span names by adding code to your client application to extract additional tags and attributes.

Example code to extract attributes

//Defines attribute extraction for a producer
private static class ProducerAttribExtractor implements AttributesExtractor < ProducerRecord < ? , ? > , Void > {
    @Override
    public void onStart(AttributesBuilder attributes, ProducerRecord < ? , ? > producerRecord) {
        set(attributes, AttributeKey.stringKey("prod_start"), "prod1");
    }
    @Override
    public void onEnd(AttributesBuilder attributes, ProducerRecord < ? , ? > producerRecord, @Nullable Void unused, @Nullable Throwable error) {
        set(attributes, AttributeKey.stringKey("prod_end"), "prod2");
    }
}
//Defines attribute extraction for a consumer
private static class ConsumerAttribExtractor implements AttributesExtractor < ConsumerRecord < ? , ? > , Void > {
    @Override
    public void onStart(AttributesBuilder attributes, ConsumerRecord < ? , ? > producerRecord) {
        set(attributes, AttributeKey.stringKey("con_start"), "con1");
    }
    @Override
    public void onEnd(AttributesBuilder attributes, ConsumerRecord < ? , ? > producerRecord, @Nullable Void unused, @Nullable Throwable error) {
        set(attributes, AttributeKey.stringKey("con_end"), "con2");
    }
}
//Extracts the attributes
public static void main(String[] args) throws Exception {
        Map < String, Object > configs = new HashMap < > (Collections.singletonMap(ProducerConfig.BOOTSTRAP_SERVERS_CONFIG, "localhost:9092"));
        System.setProperty("otel.traces.exporter", "jaeger");
        System.setProperty("otel.service.name", "myapp1");
        KafkaTracing tracing = KafkaTracing.newBuilder(GlobalOpenTelemetry.get())
            .addProducerAttributesExtractors(new ProducerAttribExtractor())
            .addConsumerAttributesExtractors(new ConsumerAttribExtractor())
            .build();

9.3.7.2. Specifying span names for OpenTracing

To specify custom span names for OpenTracing, pass a BiFunction object as an additional argument when instrumenting producers and consumers.

For more information on built-in names and specifying custom span names to instrument client application code in a decorator pattern, see the OpenTracing Apache Kafka client instrumentation.

Chapter 10. Upgrading AMQ Streams

AMQ Streams can be upgraded to version 2.3 to take advantage of new features and enhancements, performance improvements, and security options.

As part of the upgrade, you upgrade Kafka to the latest supported version. Each Kafka release introduces new features, improvements, and bug fixes to your AMQ Streams deployment.

AMQ Streams can be downgraded to the previous version if you encounter issues with the newer version.

Released versions of AMQ Streams are available from the AMQ Streams software downloads page.

Upgrade downtime and availability

If topics are configured for high availability, upgrading AMQ Streams should not cause any downtime for consumers and producers that publish and read data from those topics. Highly available topics have a replication factor of at least 3 and partitions distributed evenly among the brokers.

Upgrading AMQ Streams triggers rolling updates, where all brokers are restarted in turn, at different stages of the process. During rolling updates, not all brokers are online, so overall cluster availability is temporarily reduced. A reduction in cluster availability increases the chance that a broker failure will result in lost messages.

10.1. AMQ Streams upgrade paths

Two upgrade paths are possible.

Incremental upgrade
Upgrading AMQ Streams from the previous minor version to version 2.3.
Multi-version upgrade

Upgrading AMQ Streams from an old version to version 2.3 within a single upgrade (skipping one or more intermediate versions).

For example, upgrading from AMQ Streams 1.8 directly to AMQ Streams 2.3.

10.1.1. Supported Kafka versions

Decide which Kafka version to upgrade to before starting the AMQ Streams upgrade process. You can review supported Kafka versions in the AMQ Streams Supported Configurations.

  • Kafka 3.3.1 is supported for production use.
  • Kafka 3.2.3 is supported only for the purpose of upgrading to AMQ Streams 2.3.

You can only use a Kafka version supported by the version of AMQ Streams you are using. You can upgrade to a higher Kafka version as long as it is supported by your version of AMQ Streams. In some cases, you can also downgrade to a previous supported Kafka version.

10.1.2. Upgrading from an AMQ Streams version earlier than 1.7

If you are upgrading to the latest version of AMQ Streams from a version prior to version 1.7, do the following:

  1. Upgrade AMQ Streams to version 1.7 following the standard sequence.
  2. Convert AMQ Streams custom resources to v1beta2 using the Red Hat AMQ Streams API Conversion Tool provided with AMQ Streams 1.8.
  3. Do one of the following:

    • Upgrade to AMQ Streams 1.8 (where the ControlPlaneListener feature gate is disabled by default).
    • Upgrade to AMQ Streams 2.0 or 2.2 (where the ControlPlaneListener feature gate is enabled by default) with the ControlPlaneListener feature gate disabled.
  4. Enable the ControlPlaneListener feature gate.
  5. Upgrade to AMQ Streams 2.3 following the standard sequence.

AMQ Streams custom resources started using the v1beta2 API version in release 1.7. CRDs and custom resources must be converted before upgrading to AMQ Streams 1.8 or newer. For information on using the API conversion tool, see the AMQ Streams 1.7 upgrade documentation.

Note

As an alternative to first upgrading to version 1.7, you can install the custom resources from version 1.7 and then convert the resources.

The ControlPlaneListener feature is now permanently enabled in AMQ Streams. You must upgrade to a version of AMQ Streams where it is disabled, then enable it using the STRIMZI_FEATURE_GATES environment variable in the Cluster Operator configuration.

Disabling the ControlPlaneListener feature gate

env:
  - name: STRIMZI_FEATURE_GATES
    value: -ControlPlaneListener

Enabling the ControlPlaneListener feature gate

env:
  - name: STRIMZI_FEATURE_GATES
    value: +ControlPlaneListener

10.2. Required upgrade sequence

To upgrade brokers and clients without downtime, you must complete the AMQ Streams upgrade procedures in the following order:

  1. Make sure your OpenShift cluster version is supported.

    AMQ Streams 2.3 is supported by OpenShift 4.8 to 4.12.

    You can upgrade OpenShift with minimal downtime.

  2. Upgrade the Cluster Operator.
  3. Upgrade all Kafka brokers and client applications to the latest supported Kafka version.
  4. Optional: Upgrade consumers and Kafka Streams applications to use the incremental cooperative rebalance protocol for partition rebalances.

10.3. Upgrading OpenShift with minimal downtime

If you are upgrading OpenShift, refer to the OpenShift upgrade documentation to check the upgrade path and the steps to upgrade your nodes correctly. Before upgrading OpenShift, check the supported versions for your version of AMQ Streams.

When performing your upgrade, you’ll want to keep your Kafka clusters available.

You can employ one of the following strategies:

  1. Configuring pod disruption budgets
  2. Rolling pods by one of these methods:

    1. Using the AMQ Streams Drain Cleaner
    2. Manually by applying an annotation to your pod

You have to configure the pod disruption budget before using one of the methods to roll your pods.

For Kafka to stay operational, topics must also be replicated for high availability. This requires topic configuration that specifies a replication factor of at least 3 and a minimum number of in-sync replicas to 1 less than the replication factor.

Kafka topic replicated for high availability

apiVersion: kafka.strimzi.io/v1beta2
kind: KafkaTopic
metadata:
  name: my-topic
  labels:
    strimzi.io/cluster: my-cluster
spec:
  partitions: 1
  replicas: 3
  config:
    # ...
    min.insync.replicas: 2
    # ...

In a highly available environment, the Cluster Operator maintains a minimum number of in-sync replicas for topics during the upgrade process so that there is no downtime.

10.3.1. Rolling pods using the AMQ Streams Drain Cleaner

You can use the AMQ Streams Drain Cleaner tool to evict nodes during an upgrade. The AMQ Streams Drain Cleaner annotates pods with a rolling update pod annotation. This informs the Cluster Operator to perform a rolling update of an evicted pod.

A pod disruption budget allows only a specified number of pods to be unavailable at a given time. During planned maintenance of Kafka broker pods, a pod disruption budget ensures Kafka continues to run in a highly available environment.

You specify a pod disruption budget using a template customization for a Kafka component. By default, pod disruption budgets allow only a single pod to be unavailable at a given time.

To do this, you set maxUnavailable to 0 (zero). Reducing the maximum pod disruption budget to zero prevents voluntary disruptions, so pods must be evicted manually.

Specifying a pod disruption budget

apiVersion: kafka.strimzi.io/v1beta2
kind: Kafka
metadata:
  name: my-cluster
  namespace: myproject
spec:
  kafka:
    # ...
    template:
      podDisruptionBudget:
        maxUnavailable: 0
# ...

10.3.2. Rolling pods manually while keeping topics available

During an upgrade, you can trigger a manual rolling update of pods through the Cluster Operator. Using Pod resources, rolling updates restart the pods of resources with new pods. As with using the AMQ Streams Drain Cleaner, you’ll need to set the maxUnavailable value to zero for the pod disruption budget.

You need to watch the pods that need to be drained. You then add a pod annotation to make the update.

Here, the annotation updates a Kafka broker.

Performing a manual rolling update on a Kafka broker pod

oc annotate pod <cluster_name>-kafka-<index> strimzi.io/manual-rolling-update=true

You replace <cluster_name> with the name of the cluster. Kafka broker pods are named <cluster-name>-kafka-<index>, where <index> starts at zero and ends at the total number of replicas minus one. For example, my-cluster-kafka-0.

10.4. Upgrading the Cluster Operator

Use the same method to upgrade the Cluster Operator as the initial method of deployment.

Using installation files
If you deployed the Cluster Operator using the installation YAML files, perform your upgrade by modifying the Operator installation files, as described in Upgrading the Cluster Operator using installation files.
Using the OperatorHub

If you deployed AMQ Streams from the OperatorHub, use the Operator Lifecycle Manager (OLM) to change the update channel for the AMQ Streams operators to a new AMQ Streams version.

Updating the channel starts one of the following types of upgrade, depending on your chosen upgrade strategy:

  • An automatic upgrade is initiated
  • A manual upgrade that requires approval before installation begins
Note

If you subscribe to the stable channel, you can get automatic updates without changing channels. However, enabling automatic updates is not recommended because of the potential for missing any pre-installation upgrade steps. Use automatic upgrades only on version-specific channels.

For more information on using the OperatorHub to upgrade Operators, see Upgrading installed Operators (OpenShift documentation).

10.4.1. Upgrading the Cluster Operator returns Kafka version error

If you upgrade the Cluster Operator and get an unsupported Kafka version error, your Kafka cluster deployment has an older Kafka version that is not supported by the new operator version. This error applies to all installation methods.

If this error occurs, upgrade Kafka to a supported Kafka version. Change the spec.kafka.version in the Kafka resource to the supported version.

You can use oc to check for error messages like this in the status of the Kafka resource.

Checking the Kafka status for errors

oc get kafka <kafka_cluster_name> -n <namespace> -o jsonpath='{.status.conditions}'

Replace <kafka_cluster_name> with the name of your Kafka cluster and <namespace> with the OpenShift namespace where the pod is running.

10.4.2. Upgrading from AMQ Streams 1.7 or earlier using the OperatorHub

Action required if upgrading from AMQ Streams 1.7 or earlier using the OperatorHub

Before you upgrade the Red Hat Integration - AMQ Streams Operator to version 2.3, you need to make the following changes:

  • Convert custom resources and CRDs to v1beta2
  • Upgrade to a version of AMQ Streams where the ControlPlaneListener feature gate is disabled

These requirements are described in Section 10.1.2, “Upgrading from an AMQ Streams version earlier than 1.7”.

If you are upgrading from AMQ Streams 1.7 or earlier, do the following:

  1. Upgrade to AMQ Streams 1.7.
  2. Download the Red Hat AMQ Streams API Conversion Tool provided with AMQ Streams 1.8.
  3. Convert custom resources and CRDs to v1beta2.

    For more information, see the AMQ Streams 1.7 upgrade documentation.

  4. In the OperatorHub, delete version 1.7 of the Red Hat Integration - AMQ Streams Operator.
  5. If it also exists, delete version 2.3 of the Red Hat Integration - AMQ Streams Operator.

    If it does not exist, go to the next step.

    If the Approval Strategy for the AMQ Streams Operator was set to Automatic, version 2.3 of the operator might already exist in your cluster. If you did not convert custom resources and CRDs to the v1beta2 API version before release, the operator-managed custom resources and CRDs will be using the old API version. As a result, the 2.3 Operator is stuck in Pending status. In this situation, you need to delete version 2.3 of the Red Hat Integration - AMQ Streams Operator as well as version 1.7.

    If you delete both operators, reconciliations are paused until the new operator version is installed. Follow the next steps immediately so that any changes to custom resources are not delayed.

  6. In the OperatorHub, do one of the following:

    • Upgrade to version 1.8 of the Red Hat Integration - AMQ Streams Operator (where the ControlPlaneListener feature gate is disabled by default).
    • Upgrade to version 2.0 or 2.2 of the Red Hat Integration - AMQ Streams Operator (where the ControlPlaneListener feature gate is enabled by default) with the ControlPlaneListener feature gate disabled.
  7. Upgrade to version 2.3 of the Red Hat Integration - AMQ Streams Operator immediately.

    The installed 2.3 operator begins to watch the cluster and performs rolling updates. You might notice a temporary decrease in cluster performance during this process.

10.4.3. Upgrading the Cluster Operator using installation files

This procedure describes how to upgrade a Cluster Operator deployment to use AMQ Streams 2.3.

Follow this procedure if you deployed the Cluster Operator using the installation YAML files.

The availability of Kafka clusters managed by the Cluster Operator is not affected by the upgrade operation.

Note

Refer to the documentation supporting a specific version of AMQ Streams for information on how to upgrade to that version.

Prerequisites

Procedure

  1. Take note of any configuration changes made to the existing Cluster Operator resources (in the /install/cluster-operator directory). Any changes will be overwritten by the new version of the Cluster Operator.
  2. Update your custom resources to reflect the supported configuration options available for AMQ Streams version 2.3.
  3. Update the Cluster Operator.

    1. Modify the installation files for the new Cluster Operator version according to the namespace the Cluster Operator is running in.

      On Linux, use:

      sed -i 's/namespace: .*/namespace: my-cluster-operator-namespace/' install/cluster-operator/*RoleBinding*.yaml

      On MacOS, use:

      sed -i '' 's/namespace: .*/namespace: my-cluster-operator-namespace/' install/cluster-operator/*RoleBinding*.yaml
    2. If you modified one or more environment variables in your existing Cluster Operator Deployment, edit the install/cluster-operator/060-Deployment-strimzi-cluster-operator.yaml file to use those environment variables.
  4. When you have an updated configuration, deploy it along with the rest of the installation resources:

    oc replace -f install/cluster-operator

    Wait for the rolling updates to complete.

  5. If the new Operator version no longer supports the Kafka version you are upgrading from, the Cluster Operator returns an error message to say the version is not supported. Otherwise, no error message is returned.

    • If the error message is returned, upgrade to a Kafka version that is supported by the new Cluster Operator version:

      1. Edit the Kafka custom resource.
      2. Change the spec.kafka.version property to a supported Kafka version.
    • If the error message is not returned, go to the next step. You will upgrade the Kafka version later.
  6. Get the image for the Kafka pod to ensure the upgrade was successful:

    oc get pods my-cluster-kafka-0 -o jsonpath='{.spec.containers[0].image}'

    The image tag shows the new Operator version. For example:

    registry.redhat.io/amq7/amq-streams-kafka-33-rhel8:2.3.0

Your Cluster Operator was upgraded to version 2.3 but the version of Kafka running in the cluster it manages is unchanged.

Following the Cluster Operator upgrade, you must perform a Kafka upgrade.

10.5. Upgrading Kafka

After you have upgraded your Cluster Operator to 2.3, the next step is to upgrade all Kafka brokers to the latest supported version of Kafka.

Kafka upgrades are performed by the Cluster Operator through rolling updates of the Kafka brokers.

The Cluster Operator initiates rolling updates based on the Kafka cluster configuration.

If Kafka.spec.kafka.config contains…​The Cluster Operator initiates…​

Both the inter.broker.protocol.version and the log.message.format.version.

A single rolling update. After the update, the inter.broker.protocol.version must be updated manually, followed by log.message.format.version. Changing each will trigger a further rolling update.

Either the inter.broker.protocol.version or the log.message.format.version.

Two rolling updates.

No configuration for the inter.broker.protocol.version or the log.message.format.version.

Two rolling updates.

Important

From Kafka 3.0.0, when the inter.broker.protocol.version is set to 3.0 or higher, the log.message.format.version option is ignored and doesn’t need to be set. The log.message.format.version property for brokers and the message.format.version property for topics are deprecated and will be removed in a future release of Kafka.

As part of the Kafka upgrade, the Cluster Operator initiates rolling updates for ZooKeeper.

  • A single rolling update occurs even if the ZooKeeper version is unchanged.
  • Additional rolling updates occur if the new version of Kafka requires a new ZooKeeper version.

10.5.1. Kafka versions

Kafka’s log message format version and inter-broker protocol version specify, respectively, the log format version appended to messages and the version of the Kafka protocol used in a cluster. To ensure the correct versions are used, the upgrade process involves making configuration changes to existing Kafka brokers and code changes to client applications (consumers and producers).

The following table shows the differences between Kafka versions:

Table 10.1. Kafka version differences
Kafka versionInter-broker protocol versionLog message format versionZooKeeper version

3.2.0

3.2

3.2

3.6.3

3.2.1

3.2

3.2

3.6.3

3.2.3

3.2

3.2

3.6.3

3.3.1

3.3

3.3

3.6.3

Inter-broker protocol version

In Kafka, the network protocol used for inter-broker communication is called the inter-broker protocol. Each version of Kafka has a compatible version of the inter-broker protocol. The minor version of the protocol typically increases to match the minor version of Kafka, as shown in the preceding table.

The inter-broker protocol version is set cluster wide in the Kafka resource. To change it, you edit the inter.broker.protocol.version property in Kafka.spec.kafka.config.

Log message format version

When a producer sends a message to a Kafka broker, the message is encoded using a specific format. The format can change between Kafka releases, so messages specify which version of the message format they were encoded with.

The properties used to set a specific message format version are as follows:

  • message.format.version property for topics
  • log.message.format.version property for Kafka brokers

From Kafka 3.0.0, the message format version values are assumed to match the inter.broker.protocol.version and don’t need to be set. The values reflect the Kafka version used.

When upgrading to Kafka 3.0.0 or higher, you can remove these settings when you update the inter.broker.protocol.version. Otherwise, set the message format version based on the Kafka version you are upgrading to.

The default value of message.format.version for a topic is defined by the log.message.format.version that is set on the Kafka broker. You can manually set the message.format.version of a topic by modifying its topic configuration.

10.5.2. Strategies for upgrading clients

The right approach to upgrading your client applications (including Kafka Connect connectors) depends on your particular circumstances.

Consuming applications need to receive messages in a message format that they understand. You can ensure that this is the case in one of two ways:

  • By upgrading all the consumers for a topic before upgrading any of the producers.
  • By having the brokers down-convert messages to an older format.

Using broker down-conversion puts extra load on the brokers, so it is not ideal to rely on down-conversion for all topics for a prolonged period of time. For brokers to perform optimally they should not be down converting messages at all.

Broker down-conversion is configured in two ways:

  • The topic-level message.format.version configures it for a single topic.
  • The broker-level log.message.format.version is the default for topics that do not have the topic-level message.format.version configured.

Messages published to a topic in a new-version format will be visible to consumers, because brokers perform down-conversion when they receive messages from producers, not when they are sent to consumers.

Common strategies you can use to upgrade your clients are described as follows. Other strategies for upgrading client applications are also possible.

Important

The steps outlined in each strategy change slightly when upgrading to Kafka 3.0.0 or later. From Kafka 3.0.0, the message format version values are assumed to match the inter.broker.protocol.version and don’t need to be set.

Broker-level consumers first strategy

  1. Upgrade all the consuming applications.
  2. Change the broker-level log.message.format.version to the new version.
  3. Upgrade all the producing applications.

This strategy is straightforward, and avoids any broker down-conversion. However, it assumes that all consumers in your organization can be upgraded in a coordinated way, and it does not work for applications that are both consumers and producers. There is also a risk that, if there is a problem with the upgraded clients, new-format messages might get added to the message log so that you cannot revert to the previous consumer version.

Topic-level consumers first strategy

For each topic:

  1. Upgrade all the consuming applications.
  2. Change the topic-level message.format.version to the new version.
  3. Upgrade all the producing applications.

This strategy avoids any broker down-conversion, and means you can proceed on a topic-by-topic basis. It does not work for applications that are both consumers and producers of the same topic. Again, it has the risk that, if there is a problem with the upgraded clients, new-format messages might get added to the message log.

Topic-level consumers first strategy with down conversion

For each topic:

  1. Change the topic-level message.format.version to the old version (or rely on the topic defaulting to the broker-level log.message.format.version).
  2. Upgrade all the consuming and producing applications.
  3. Verify that the upgraded applications function correctly.
  4. Change the topic-level message.format.version to the new version.

This strategy requires broker down-conversion, but the load on the brokers is minimized because it is only required for a single topic (or small group of topics) at a time. It also works for applications that are both consumers and producers of the same topic. This approach ensures that the upgraded producers and consumers are working correctly before you commit to using the new message format version.

The main drawback of this approach is that it can be complicated to manage in a cluster with many topics and applications.

Note

It is also possible to apply multiple strategies. For example, for the first few applications and topics the "per-topic consumers first, with down conversion" strategy can be used. When this has proved successful another, more efficient strategy can be considered acceptable to use instead.

10.5.3. Kafka version and image mappings

When upgrading Kafka, consider your settings for the STRIMZI_KAFKA_IMAGES environment variable and the Kafka.spec.kafka.version property.

  • Each Kafka resource can be configured with a Kafka.spec.kafka.version.
  • The Cluster Operator’s STRIMZI_KAFKA_IMAGES environment variable provides a mapping between the Kafka version and the image to be used when that version is requested in a given Kafka resource.

    • If Kafka.spec.kafka.image is not configured, the default image for the given version is used.
    • If Kafka.spec.kafka.image is configured, the default image is overridden.
Warning

The Cluster Operator cannot validate that an image actually contains a Kafka broker of the expected version. Take care to ensure that the given image corresponds to the given Kafka version.

10.5.4. Upgrading Kafka brokers and client applications

Upgrade an AMQ Streams Kafka cluster to the latest supported Kafka version and inter-broker protocol version.

You should also choose a strategy for upgrading clients. Kafka clients are upgraded in step 6 of this procedure.

Prerequisites

  • The Cluster Operator is up and running.
  • Before you upgrade the AMQ Streams Kafka cluster, check that the Kafka.spec.kafka.config properties of the Kafka resource do not contain configuration options that are not supported in the new Kafka version.

Procedure

  1. Update the Kafka cluster configuration:

    oc edit kafka <my_cluster>
  2. If configured, check that the inter.broker.protocol.version and log.message.format.version properties are set to the current version.

    For example, the current version is 3.2 if upgrading from Kafka version 3.2.3 to 3.3.1:

    kind: Kafka
    spec:
      # ...
      kafka:
        version: 3.2.3
        config:
          log.message.format.version: "3.2"
          inter.broker.protocol.version: "3.2"
          # ...

    If log.message.format.version and inter.broker.protocol.version are not configured, AMQ Streams automatically updates these versions to the current defaults after the update to the Kafka version in the next step.

    Note

    The value of log.message.format.version and inter.broker.protocol.version must be strings to prevent them from being interpreted as floating point numbers.

  3. Change the Kafka.spec.kafka.version to specify the new Kafka version; leave the log.message.format.version and inter.broker.protocol.version at the defaults for the current Kafka version.

    Note

    Changing the kafka.version ensures that all brokers in the cluster will be upgraded to start using the new broker binaries. During this process, some brokers are using the old binaries while others have already upgraded to the new ones. Leaving the inter.broker.protocol.version unchanged at the current setting ensures that the brokers can continue to communicate with each other throughout the upgrade.

    For example, if upgrading from Kafka 3.2.3 to 3.3.1:

    apiVersion: kafka.strimzi.io/v1beta2
    kind: Kafka
    spec:
      # ...
      kafka:
        version: 3.3.1 1
        config:
          log.message.format.version: "3.2" 2
          inter.broker.protocol.version: "3.2" 3
          # ...
    1
    Kafka version is changed to the new version.
    2
    Message format version is unchanged.
    3
    Inter-broker protocol version is unchanged.
    Warning

    You cannot downgrade Kafka if the inter.broker.protocol.version for the new Kafka version changes. The inter-broker protocol version determines the schemas used for persistent metadata stored by the broker, including messages written to __consumer_offsets. The downgraded cluster will not understand the messages.

  4. If the image for the Kafka cluster is defined in the Kafka custom resource, in Kafka.spec.kafka.image, update the image to point to a container image with the new Kafka version.

    See Kafka version and image mappings

  5. Save and exit the editor, then wait for rolling updates to complete.

    Check the progress of the rolling updates by watching the pod state transitions:

    oc get pods my-cluster-kafka-0 -o jsonpath='{.spec.containers[0].image}'

    The rolling updates ensure that each pod is using the broker binaries for the new version of Kafka.

  6. Depending on your chosen strategy for upgrading clients, upgrade all client applications to use the new version of the client binaries.

    If required, set the version property for Kafka Connect and MirrorMaker as the new version of Kafka:

    1. For Kafka Connect, update KafkaConnect.spec.version.
    2. For MirrorMaker, update KafkaMirrorMaker.spec.version.
    3. For MirrorMaker 2.0, update KafkaMirrorMaker2.spec.version.
  7. If configured, update the Kafka resource to use the new inter.broker.protocol.version version. Otherwise, go to step 9.

    For example, if upgrading to Kafka 3.3.1:

    apiVersion: kafka.strimzi.io/v1beta2
    kind: Kafka
    spec:
      # ...
      kafka:
        version: 3.3.1
        config:
          log.message.format.version: "3.2"
          inter.broker.protocol.version: "3.3"
          # ...
  8. Wait for the Cluster Operator to update the cluster.
  9. If configured, update the Kafka resource to use the new log.message.format.version version. Otherwise, go to step 10.

    For example, if upgrading to Kafka 3.3.1:

    apiVersion: kafka.strimzi.io/v1beta2
    kind: Kafka
    spec:
      # ...
      kafka:
        version: 3.3.1
        config:
          log.message.format.version: "3.3"
          inter.broker.protocol.version: "3.3"
          # ...
    Important

    From Kafka 3.0.0, when the inter.broker.protocol.version is set to 3.0 or higher, the log.message.format.version option is ignored and doesn’t need to be set.

  10. Wait for the Cluster Operator to update the cluster.

    • The Kafka cluster and clients are now using the new Kafka version.
    • The brokers are configured to send messages using the inter-broker protocol version and message format version of the new version of Kafka.

Following the Kafka upgrade, if required, you can upgrade consumers to use the incremental cooperative rebalance protocol.

10.6. Upgrading consumers to cooperative rebalancing

You can upgrade Kafka consumers and Kafka Streams applications to use the incremental cooperative rebalance protocol for partition rebalances instead of the default eager rebalance protocol. The new protocol was added in Kafka 2.4.0.

Consumers keep their partition assignments in a cooperative rebalance and only revoke them at the end of the process, if needed to achieve a balanced cluster. This reduces the unavailability of the consumer group or Kafka Streams application.

Note

Upgrading to the incremental cooperative rebalance protocol is optional. The eager rebalance protocol is still supported.

Prerequisites

Procedure

To upgrade a Kafka consumer to use the incremental cooperative rebalance protocol:

  1. Replace the Kafka clients .jar file with the new version.
  2. In the consumer configuration, append cooperative-sticky to the partition.assignment.strategy. For example, if the range strategy is set, change the configuration to range, cooperative-sticky.
  3. Restart each consumer in the group in turn, waiting for the consumer to rejoin the group after each restart.
  4. Reconfigure each consumer in the group by removing the earlier partition.assignment.strategy from the consumer configuration, leaving only the cooperative-sticky strategy.
  5. Restart each consumer in the group in turn, waiting for the consumer to rejoin the group after each restart.

To upgrade a Kafka Streams application to use the incremental cooperative rebalance protocol:

  1. Replace the Kafka Streams .jar file with the new version.
  2. In the Kafka Streams configuration, set the upgrade.from configuration parameter to the Kafka version you are upgrading from (for example, 2.3).
  3. Restart each of the stream processors (nodes) in turn.
  4. Remove the upgrade.from configuration parameter from the Kafka Streams configuration.
  5. Restart each consumer in the group in turn.

Chapter 11. Downgrading AMQ Streams

If you are encountering issues with the version of AMQ Streams you upgraded to, you can revert your installation to the previous version.

If you used the YAML installation files to install AMQ Streams, you can use the YAML installation files from the previous release to perform the following downgrade procedures:

If the previous version of AMQ Streams does not support the version of Kafka you are using, you can also downgrade Kafka as long as the log message format versions appended to messages match.

Warning

If you deployed AMQ Streams using another installation method, use a supported approach to downgrade AMQ Streams. Do not use the downgrade instructions provided here. For example, if you installed AMQ Streams using the Operator Lifecycle Manager (OLM), you can downgrade by changing the deployment channel to an earlier version of AMQ Streams.

11.1. Downgrading the Cluster Operator to a previous version

If you are encountering issues with AMQ Streams, you can revert your installation.

This procedure describes how to downgrade a Cluster Operator deployment to a previous version.

Prerequisites

Procedure

  1. Take note of any configuration changes made to the existing Cluster Operator resources (in the /install/cluster-operator directory). Any changes will be overwritten by the previous version of the Cluster Operator.
  2. Revert your custom resources to reflect the supported configuration options available for the version of AMQ Streams you are downgrading to.
  3. Update the Cluster Operator.

    1. Modify the installation files for the previous version according to the namespace the Cluster Operator is running in.

      On Linux, use:

      sed -i 's/namespace: .*/namespace: my-cluster-operator-namespace/' install/cluster-operator/*RoleBinding*.yaml

      On MacOS, use:

      sed -i '' 's/namespace: .*/namespace: my-cluster-operator-namespace/' install/cluster-operator/*RoleBinding*.yaml
    2. If you modified one or more environment variables in your existing Cluster Operator Deployment, edit the install/cluster-operator/060-Deployment-strimzi-cluster-operator.yaml file to use those environment variables.
  4. When you have an updated configuration, deploy it along with the rest of the installation resources:

    oc replace -f install/cluster-operator

    Wait for the rolling updates to complete.

  5. Get the image for the Kafka pod to ensure the downgrade was successful:

    oc get pod my-cluster-kafka-0 -o jsonpath='{.spec.containers[0].image}'

    The image tag shows the new AMQ Streams version followed by the Kafka version. For example, NEW-STRIMZI-VERSION-kafka-CURRENT-KAFKA-VERSION.

Your Cluster Operator was downgraded to the previous version.

11.2. Downgrading Kafka

Kafka version downgrades are performed by the Cluster Operator.

11.2.1. Kafka version compatibility for downgrades

Kafka downgrades are dependent on compatible current and target Kafka versions, and the state at which messages have been logged.

You cannot revert to the previous Kafka version if that version does not support any of the inter.broker.protocol.version settings which have ever been used in that cluster, or messages have been added to message logs that use a newer log.message.format.version.

The inter.broker.protocol.version determines the schemas used for persistent metadata stored by the broker, such as the schema for messages written to __consumer_offsets. If you downgrade to a version of Kafka that does not understand an inter.broker.protocol.version that has ever been previously used in the cluster the broker will encounter data it cannot understand.

If the target downgrade version of Kafka has:

  • The same log.message.format.version as the current version, the Cluster Operator downgrades by performing a single rolling restart of the brokers.
  • A different log.message.format.version, downgrading is only possible if the running cluster has always had log.message.format.version set to the version used by the downgraded version. This is typically only the case if the upgrade procedure was aborted before the log.message.format.version was changed. In this case, the downgrade requires:

    • Two rolling restarts of the brokers if the interbroker protocol of the two versions is different
    • A single rolling restart if they are the same

Downgrading is not possible if the new version has ever used a log.message.format.version that is not supported by the previous version, including when the default value for log.message.format.version is used. For example, this resource can be downgraded to Kafka version 3.2.3 because the log.message.format.version has not been changed:

apiVersion: kafka.strimzi.io/v1beta2
kind: Kafka
spec:
  # ...
  kafka:
    version: 3.3.1
    config:
      log.message.format.version: "3.2"
      # ...

The downgrade would not be possible if the log.message.format.version was set at "3.3" or a value was absent, so that the parameter took the default value for a 3.3.1 broker of 3.3.

Important

From Kafka 3.0.0, when the inter.broker.protocol.version is set to 3.0 or higher, the log.message.format.version option is ignored and doesn’t need to be set.

11.2.2. Downgrading Kafka brokers and client applications

Downgrade an AMQ Streams Kafka cluster to a lower (previous) version of Kafka, such as downgrading from 3.3.1 to 3.2.3.

Prerequisites

  • The Cluster Operator is up and running.
  • Before you downgrade the AMQ Streams Kafka cluster, check the following for the Kafka resource:

    • IMPORTANT: Compatibility of Kafka versions.
    • Kafka.spec.kafka.config does not contain options that are not supported by the Kafka version being downgraded to.
    • Kafka.spec.kafka.config has a log.message.format.version and inter.broker.protocol.version that is supported by the Kafka version being downgraded to.

      From Kafka 3.0.0, when the inter.broker.protocol.version is set to 3.0 or higher, the log.message.format.version option is ignored and doesn’t need to be set.

Procedure

  1. Update the Kafka cluster configuration.

    oc edit kafka KAFKA-CONFIGURATION-FILE
  2. Change the Kafka.spec.kafka.version to specify the previous version.

    For example, if downgrading from Kafka 3.3.1 to 3.2.3:

    apiVersion: kafka.strimzi.io/v1beta2
    kind: Kafka
    spec:
      # ...
      kafka:
        version: 3.2.3 1
        config:
          log.message.format.version: "3.2" 2
          inter.broker.protocol.version: "3.2" 3
          # ...
    1
    Kafka version is changed to the previous version.
    2
    Message format version is unchanged.
    3
    Inter-broker protocol version is unchanged.
    Note

    The value of log.message.format.version and inter.broker.protocol.version must be strings to prevent them from being interpreted as floating point numbers.

  3. If the image for the Kafka version is different from the image defined in STRIMZI_KAFKA_IMAGES for the Cluster Operator, update Kafka.spec.kafka.image.

    See Section 10.5.3, “Kafka version and image mappings”

  4. Save and exit the editor, then wait for rolling updates to complete.

    Check the update in the logs or by watching the pod state transitions:

    oc logs -f CLUSTER-OPERATOR-POD-NAME | grep -E "Kafka version downgrade from [0-9.]+ to [0-9.]+, phase ([0-9]+) of \1 completed"
    oc get pod -w

    Check the Cluster Operator logs for an INFO level message:

    Reconciliation #NUM(watch) Kafka(NAMESPACE/NAME): Kafka version downgrade from FROM-VERSION to TO-VERSION, phase 1 of 1 completed
  5. Downgrade all client applications (consumers) to use the previous version of the client binaries.

    The Kafka cluster and clients are now using the previous Kafka version.

  6. If you are reverting back to a version of AMQ Streams earlier than 1.7, which uses ZooKeeper for the storage of topic metadata, delete the internal topic store topics from the Kafka cluster.

    oc run kafka-admin -ti --image=registry.redhat.io/amq7/amq-streams-kafka-33-rhel8:2.3.0 --rm=true --restart=Never -- ./bin/kafka-topics.sh --bootstrap-server localhost:9092 --topic __strimzi-topic-operator-kstreams-topic-store-changelog --delete && ./bin/kafka-topics.sh --bootstrap-server localhost:9092 --topic __strimzi_store_topic --delete

Additional resources

Chapter 12. Finding information on Kafka restarts

After the Cluster Operator restarts a Kafka pod in an OpenShift cluster, it emits an OpenShift event into the pod’s namespace explaining why the pod restarted. For help in understanding cluster behavior, you can check restart events from the command line.

Tip

You can export and monitor restart events using metrics collection tools like Prometheus. Use the metrics tool with an event exporter that can export the output in a suitable format.

12.1. Reasons for a restart event

The Cluster Operator initiates a restart event for a specific reason. You can check the reason by fetching information on the restart event.

The reason given depends on whether you are using StrimziPodSet or StatefulSet resources for the creation and management of pods.

Table 12.1. Restart reasons
StrimziPodSetStatefulSetDescription

CaCertHasOldGeneration

CaCertHasOldGeneration

The pod is still using a server certificate signed with an old CA, so needs to be restarted as part of the certificate update.

CaCertRemoved

CaCertRemoved

Expired CA certificates have been removed, and the pod is restarted to run with the current certificates.

CaCertRenewed

CaCertRenewed

CA certificates have been renewed, and the pod is restarted to run with the updated certificates.

ClientCaCertKeyReplaced

ClientCaCertKeyReplaced

The key used to sign clients CA certificates has been replaced, and the pod is being restarted as part of the CA renewal process.

ClusterCaCertKeyReplaced

ClusterCaCertKeyReplaced

The key used to sign the cluster’s CA certificates has been replaced, and the pod is being restarted as part of the CA renewal process.

ConfigChangeRequiresRestart

ConfigChangeRequiresRestart

Some Kafka configuration properties are changed dynamically, but others require that the broker be restarted.

CustomListenerCaCertChanged

CustomListenerCaCertChanged

The CA certificate used to secure the Kafka network listeners has changed, and the pod is restarted to use it.

FileSystemResizeNeeded

FileSystemResizeNeeded

The file system size has been increased, and a restart is needed to apply it.

KafkaCertificatesChanged

KafkaCertificatesChanged

One or more TLS certificates used by the Kafka broker have been updated, and a restart is needed to use them.

ManualRollingUpdate

ManualRollingUpdate

A user annotated the pod, or the StatefulSet` or StrimziPodSet set it belongs to, to trigger a restart.

PodForceRestartOnError

PodForceRestartOnError

An error occurred that requires a pod restart to rectify.

PodHasOldRevision

JbodVolumesChanged

A disk was added or removed from the Kafka volumes, and a restart is needed to apply the change. When using StrimziPodSet resources, the same reason is given if the pod needs to be recreated.

PodHasOldRevision

PodHasOldGeneration

The StatefulSet or StrimziPodSet that the pod is a member of has been updated, so the pod needs to be recreated. When using StrimziPodSet resources, the same reason is given if a disk was added or removed from the Kafka volumes.

PodStuck

PodStuck

The pod is still pending, and is not scheduled or cannot be scheduled, so the operator has restarted the pod in a final attempt to get it running.

PodUnresponsive

PodUnresponsive

AMQ Streams was unable to connect to the pod, which can indicate a broker not starting correctly, so the operator restarted it in an attempt to resolve the issue.

12.2. Restart event filters

When checking restart events from the command line, you can specify a field-selector to filter on OpenShift event fields.

The following fields are available when filtering events with field-selector.

regardingObject.kind
The object that was restarted, and for restart events, the kind is always Pod.
regarding.namespace
The namespace that the pod belongs to.
regardingObject.name
The pod’s name, for example, strimzi-cluster-kafka-0.
regardingObject.uid
The unique ID of the pod.
reason
The reason the pod was restarted, for example, JbodVolumesChanged.
reportingController
The reporting component is always strimzi.io/cluster-operator for AMQ Streams restart events.
source
source is an older version of reportingController. The reporting component is always strimzi.io/cluster-operator for AMQ Streams restart events.
type
The event type, which is either Warning or Normal. For AMQ Streams restart events, the type is Normal.
Note

In older versions of OpenShift, the fields using the regarding prefix might use an involvedObject prefix instead. reportingController was previously called reportingComponent.

12.3. Checking Kafka restarts

Use a oc command to list restart events initiated by the Cluster Operator. Filter restart events emitted by the Cluster Operator by setting the Cluster Operator as the reporting component using the reportingController or source event fields.

Prerequisites

  • The Cluster Operator is running in the OpenShift cluster.

Procedure

  1. Get all restart events emitted by the Cluster Operator:

    oc -n kafka get events --field-selector reportingController=strimzi.io/cluster-operator

    Example showing events returned

    LAST SEEN   TYPE     REASON                   OBJECT                        MESSAGE
    2m          Normal   CaCertRenewed            pod/strimzi-cluster-kafka-0   CA certificate renewed
    58m         Normal   PodForceRestartOnError   pod/strimzi-cluster-kafka-1   Pod needs to be forcibly restarted due to an error
    5m47s       Normal   ManualRollingUpdate      pod/strimzi-cluster-kafka-2   Pod was manually annotated to be rolled

    You can also specify a reason or other field-selector options to constrain the events returned.

    Here, a specific reason is added:

    oc -n kafka get events --field-selector reportingController=strimzi.io/cluster-operator,reason=PodForceRestartOnError
  2. Use an output format, such as YAML, to return more detailed information about one or more events.

    oc -n kafka get events --field-selector reportingController=strimzi.io/cluster-operator,reason=PodForceRestartOnError -o yaml

    Example showing detailed events output

    apiVersion: v1
    items:
    - action: StrimziInitiatedPodRestart
      apiVersion: v1
      eventTime: "2022-05-13T00:22:34.168086Z"
      firstTimestamp: null
      involvedObject:
          kind: Pod
          name: strimzi-cluster-kafka-1
          namespace: kafka
      kind: Event
      lastTimestamp: null
      message: Pod needs to be forcibly restarted due to an error
      metadata:
          creationTimestamp: "2022-05-13T00:22:34Z"
          generateName: strimzi-event
          name: strimzi-eventwppk6
          namespace: kafka
          resourceVersion: "432961"
          uid: 29fcdb9e-f2cf-4c95-a165-a5efcd48edfc
      reason: PodForceRestartOnError
      reportingController: strimzi.io/cluster-operator
      reportingInstance: strimzi-cluster-operator-6458cfb4c6-6bpdp
      source: {}
      type: Normal
    kind: List
    metadata:
      resourceVersion: ""
      selfLink: ""

The following fields are deprecated, so they are not populated for these events:

  • firstTimestamp
  • lastTimestamp
  • source

Chapter 13. Uninstalling AMQ Streams

You can uninstall AMQ Streams on OpenShift 4.8 to 4.12 from the OperatorHub using the OpenShift Container Platform web console or CLI.

Use the same approach you used to install AMQ Streams.

When you uninstall AMQ Streams, you will need to identify resources created specifically for a deployment and referenced from the AMQ Streams resource.

Such resources include:

  • Secrets (Custom CAs and certificates, Kafka Connect secrets, and other Kafka secrets)
  • Logging ConfigMaps (of type external)

These are resources referenced by Kafka, KafkaConnect, KafkaMirrorMaker, or KafkaBridge configuration.

Warning

Deleting CustomResourceDefinitions results in the garbage collection of the corresponding custom resources (Kafka, KafkaConnect, KafkaMirrorMaker, or KafkaBridge) and the resources dependent on them (Deployments, StatefulSets, and other dependent resources).

13.1. Uninstalling AMQ Streams from the OperatorHub using the web console

This procedure describes how to uninstall AMQ Streams from the OperatorHub and remove resources related to the deployment.

You can perform the steps from the console or use alternative CLI commands.

Prerequisites

  • Access to an OpenShift Container Platform web console using an account with cluster-admin or strimzi-admin permissions.
  • You have identified the resources to be deleted.

    You can use the following oc CLI command to find resources and also verify that they have been removed when you have uninstalled AMQ Streams.

    Command to find resources related to an AMQ Streams deployment

    oc get <resource_type> --all-namespaces | grep <kafka_cluster_name>

    Replace <resource_type> with the type of the resource you are checking, such as secret or configmap.

Procedure

  1. Navigate in the OpenShift web console to Operators > Installed Operators.
  2. For the installed Red Hat Integration - AMQ Streams operator, select the options icon (three vertical dots) and click Uninstall Operator.

    The operator is removed from Installed Operators.

  3. Navigate to Home > Projects and select the project where you installed AMQ Streams and the Kafka components.
  4. Click the options under Inventory to delete related resources.

    Resources include the following:

    • Deployments
    • StatefulSets
    • Pods
    • Services
    • ConfigMaps
    • Secrets
    Tip

    Use the search to find related resources that begin with the name of the Kafka cluster. You can also find the resources under Workloads.

Alternative CLI commands

You can use CLI commands to uninstall AMQ Streams from the OperatorHub.

  1. Delete the AMQ Streams subscription.

    oc delete subscription amq-streams -n openshift-operators
  2. Delete the cluster service version (CSV).

    oc delete csv amqstreams.<version>  -n openshift-operators
  3. Remove related CRDs.

    oc get crd -l app=strimzi -o name | xargs oc delete

13.2. Uninstalling AMQ Streams using the CLI

This procedure describes how to use the oc command-line tool to uninstall AMQ Streams and remove resources related to the deployment.

Prerequisites

  • Access to an OpenShift cluster using an account with cluster-admin or strimzi-admin permissions.
  • You have identified the resources to be deleted.

    You can use the following oc CLI command to find resources and also verify that they have been removed when you have uninstalled AMQ Streams.

    Command to find resources related to an AMQ Streams deployment

    oc get <resource_type> --all-namespaces | grep <kafka_cluster_name>

    Replace <resource_type> with the type of the resource you are checking, such as secret or configmap.

Procedure

  1. Delete the Cluster Operator Deployment, related CustomResourceDefinitions, and RBAC resources.

    Specify the installation files used to deploy the Cluster Operator.

    oc delete -f install/cluster-operator
  2. Delete the resources you identified in the prerequisites.

    oc delete <resource_type> <resource_name> -n <namespace>

    Replace <resource_type> with the type of resource you are deleting and <resource_name> with the name of the resource.

    Example to delete a secret

    oc delete secret my-cluster-clients-ca -n my-project

Chapter 14. Using Metering on AMQ Streams

You can use the Metering tool that is available on OpenShift to generate metering reports from different data sources. As a cluster administrator, you can use metering to analyze what is happening in your cluster. You can either write your own, or use predefined SQL queries to define how you want to process data from the different data sources you have available. Using Prometheus as a default data source, you can generate reports on pods, namespaces, and most other OpenShift resources.

You can also use the OpenShift Metering operator to analyze your installed AMQ Streams components to determine whether you are in compliance with your Red Hat subscription.

To use metering with AMQ Streams, you must first install and configure the Metering operator on OpenShift Container Platform.

14.1. Metering resources

Metering has many resources which can be used to manage the deployment and installation of metering, as well as the reporting functionality metering provides. Metering is managed using the following CRDs:

Table 14.1. Metering resources
NameDescription

MeteringConfig

Configures the metering stack for deployment. Contains customizations and configuration options to control each component that makes up the metering stack.

Reports

Controls what query to use, when, and how often the query should be run, and where to store the results.

ReportQueries

Contains the SQL queries used to perform analysis on the data contained within ReportDataSources.

ReportDataSources

Controls the data available to ReportQueries and Reports. Allows configuring access to different databases for use within metering.

14.2. Metering labels for AMQ Streams

The following table lists the metering labels for AMQ Streams infrastructure components and integrations.

Table 14.2. Metering Labels
LabelPossible values

com.company

Red_Hat

rht.prod_name

Red_Hat_Application_Foundations

rht.prod_ver

2023.Q1

rht.comp

AMQ_Streams

rht.comp_ver

2.3

rht.subcomp

Infrastructure

cluster-operator

entity-operator

topic-operator

user-operator

zookeeper

Application

kafka-broker

kafka-connect

kafka-connect-build

kafka-mirror-maker2

kafka-mirror-maker

cruise-control

kafka-bridge

kafka-exporter

drain-cleaner

rht.subcomp_t

infrastructure

application

Examples

  • Infrastructure example (where the infrastructure component is entity-operator)

    com.company=Red_Hat
    rht.prod_name=Red_Hat_Application_Foundations
    rht.prod_ver=2023.Q1
    rht.comp=AMQ_Streams
    rht.comp_ver=2.3
    rht.subcomp=entity-operator
    rht.comp_t=infrastructure
  • Application example (where the integration deployment name is kafka-bridge)

    com.company=Red_Hat
    rht.prod_name=Red_Hat_Application_Foundations
    rht.prod_ver=2023.Q1
    rht.comp=AMQ_Streams
    rht.comp_ver=2.3
    rht.subcomp=kafka-bridge
    rht.comp_t=application

Appendix A. Using your subscription

AMQ Streams is provided through a software subscription. To manage your subscriptions, access your account at the Red Hat Customer Portal.

Accessing Your Account

  1. Go to access.redhat.com.
  2. If you do not already have an account, create one.
  3. Log in to your account.

Activating a Subscription

  1. Go to access.redhat.com.
  2. Navigate to My Subscriptions.
  3. Navigate to Activate a subscription and enter your 16-digit activation number.

Downloading Zip and Tar Files

To access zip or tar files, use the customer portal to find the relevant files for download. If you are using RPM packages, this step is not required.

  1. Open a browser and log in to the Red Hat Customer Portal Product Downloads page at access.redhat.com/downloads.
  2. Locate the AMQ Streams for Apache Kafka entries in the INTEGRATION AND AUTOMATION category.
  3. Select the desired AMQ Streams product. The Software Downloads page opens.
  4. Click the Download link for your component.

Installing packages with DNF

To install a package and all the package dependencies, use:

dnf install <package_name>

To install a previously-downloaded package from a local directory, use:

dnf install <path_to_download_package>

Revised on 2023-03-08 14:49:02 UTC

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