Documentation

The OpenSearch Kubernetes Operator is an open-source kubernetes operator that helps automate the deployment and provisioning of OpenSearch and OpenSearch Dashboards in a containerized environment. The operator can manage multiple OpenSearch clusters that can be scaled up and down depending on your needs.

Installation

There are two ways to get started with the operator:

• Use a Helm chart.
• Use a local installation.

Use a Helm chart

If you use Helm to manage your Kubernetes cluster, you can use the OpenSearch Kubernetes Operator’s Cloud Native Computing Foundation (CNCF) project stored in Artifact Hub, a web-based application for finding, installing, and publishing CNCF packages.

To begin, log in to your Kubernetes cluster and add the Helm repository (repo) from Artifact Hub.

helm repo add opensearch-operator https://opster.github.io/opensearch-k8s-operator/

Make sure that the repo is included in your Kubernetes cluster.

helm repo list | grep opensearch

Both the opensearch and opensearch-operator repos appear in the list of repos.

Install the manager that operates all of the OpenSearch Kubernetes Operator’s actions.

helm install opensearch-operator opensearch-operator/opensearch-operator

After the installation completes, the operator returns information on the deployment with STATUS: deployed. Then you can configure and start your OpenSearch cluster.

Use a local installation

If you want to create a new Kubernetes cluster on your existing machine, use a local installation.

If this is your first time running Kubernetes and you intend to run through these instructions on your laptop, make sure that you have the following installed:

• Kubernetes
• Docker
• minikube

Before running through the installation steps, make sure that you have a Kubernetes environment running locally. When using minikube, open a new terminal window and enter minikube start. Kubernetes will now use a containerized minikube cluster with a namespace called default.

Then install the OpenSearch Kubernetes Operator using the following steps:

1. In your preferred directory, clone the OpenSearch Kubernetes Operator repo. Navigate into repo’s directory using cd.
2. Go to the opensearch-operator folder.
3. Enter make build manifests.
4. Start a Kubernetes cluster. When using minikube, open a new terminal window and enter minikube start. Kubernetes will now use a containerized minikube cluster with a namespace called default. Make sure that ~/.kube/config points to the cluster.

apiVersion: v1
clusters:
- cluster:
    certificate-authority: /Users/naarcha/.minikube/ca.crt
    extensions:
    - extension:
        last-update: Mon, 29 Aug 2022 10:11:47 CDT
        provider: minikube.sigs.k8s.io
        version: v1.26.1
      name: cluster_info
    server: https://127.0.0.1:61661
  name: minikube
contexts:
- context:
    cluster: minikube
    extensions:
    - extension:
        last-update: Mon, 29 Aug 2022 10:11:47 CDT
        provider: minikube.sigs.k8s.io
        version: v1.26.1
      name: context_info
    namespace: default
    user: minikube
  name: minikube
current-context: minikube
kind: Config
preferences: {}
users:
- name: minikube
  user:
    client-certificate: /Users/naarcha/.minikube/profiles/minikube/client.crt
    client-key: /Users/naarcha/.minikube/profiles/minikube/client.key

1. Enter make install to create the CustomResourceDefinition that runs in your Kubernetes cluster.
2. Start the OpenSearch Kubernetes Operator. Enter make run.

Verify Kubernetes deployment

To ensure that Kubernetes recognizes the OpenSearch Kubernetes Operator as a namespace, enter k get ns | grep opensearch. Both opensearch and opensearch-operator-system should appear as Active.

With the operator active, use k get pod -n opensearch-operator-system to make sure that the operator’s pods are running.

NAME                                              READY   STATUS   RESTARTS   AGE
opensearch-operator-controller-manager-<pod-id>   2/2     Running  0          25m

With the Kubernetes cluster running, you can now run OpenSearch inside the cluster.

Deploy a new OpenSearch cluster

From your cloned OpenSearch Kubernetes Operator repo, navigate to the opensearch-operator/examples directory. There you’ll find the opensearch-cluster.yaml file, which can be customized to the needs of your cluster, including the clusterName that acts as the namespace in which your new OpenSearch cluster will reside.

With your cluster configured, run the kubectl apply command.

kubectl apply -f opensearch-cluster.yaml

The operator creates several pods, including a bootstrap pod, three OpenSearch cluster pods, and one Dashboards pod. To connect to your cluster, use the port-forward command.

kubectl port-forward svc/my-cluster-dashboards 5601

Open http://localhost:5601 in your preferred browser and log in with the default demo credentials admin / admin. You can also run curl commands against the OpenSearch REST API by forwarding to port 9200.

kubectl port-forward svc/my-cluster 9200

In order to delete the OpenSearch cluster, delete the cluster resources. The following command deletes the cluster namespace and all its resources.

kubectl delete -f opensearch-cluster.yaml

Next steps

To learn more about how to customize your Kubernetes OpenSearch cluster, including data persistence, authentication methods, and scaling, see the OpenSearch Kubernetes Operator User Guide.

If you want to contribute to the development of the OpenSearch Kubernetes Operator, see the repo design documents.