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| 1 | +# Backend Selection for kubernetes-nmstate |
| 2 | + |
| 3 | +This document explains how to select the network configuration backend when deploying kubernetes-nmstate to a development cluster. |
| 4 | + |
| 5 | +## Available Backends |
| 6 | + |
| 7 | +- **nmstate** (default): Uses nmstatectl and NetworkManager for network configuration |
| 8 | +- **netplan**: Uses netplan's D-Bus API for network configuration (PoC) |
| 9 | + |
| 10 | +## Using the BACKEND Variable |
| 11 | + |
| 12 | +The `BACKEND` Makefile variable allows you to select which backend to use when deploying to a local development cluster. |
| 13 | + |
| 14 | +### Default Behavior (nmstate) |
| 15 | + |
| 16 | +```bash |
| 17 | +make cluster-sync |
| 18 | +``` |
| 19 | + |
| 20 | +This deploys kubernetes-nmstate with the default nmstate backend. |
| 21 | + |
| 22 | +### Using Netplan Backend |
| 23 | + |
| 24 | +To deploy with the netplan backend, set the `BACKEND` variable: |
| 25 | + |
| 26 | +```bash |
| 27 | +BACKEND=netplan make cluster-sync |
| 28 | +``` |
| 29 | + |
| 30 | +Or export it before running make: |
| 31 | + |
| 32 | +```bash |
| 33 | +export BACKEND=netplan |
| 34 | +make cluster-sync |
| 35 | +``` |
| 36 | + |
| 37 | +## How It Works |
| 38 | + |
| 39 | +1. The `BACKEND` variable is defined in the Makefile (defaults to `nmstate`) |
| 40 | +2. It's exported so it's available to shell scripts |
| 41 | +3. The `cluster/sync.sh` script patches the NMState CR with the selected backend |
| 42 | +4. The operator configures handler pods with the appropriate `NMSTATE_BACKEND` environment variable |
| 43 | +5. Handlers initialize the selected backend at startup |
| 44 | + |
| 45 | +## Example Workflow |
| 46 | + |
| 47 | +### Testing with nmstate (default) |
| 48 | + |
| 49 | +```bash |
| 50 | +# Build images |
| 51 | +make handler operator |
| 52 | + |
| 53 | +# Deploy to cluster |
| 54 | +make cluster-sync |
| 55 | + |
| 56 | +# Verify deployment |
| 57 | +kubectl get nmstate nmstate -o jsonpath='{.spec.backend}' |
| 58 | +# Output: (empty - defaults to nmstate) |
| 59 | + |
| 60 | +# Check handler pods are using nmstate |
| 61 | +kubectl get pods -n nmstate -l component=kubernetes-nmstate-handler -o jsonpath='{.items[0].spec.containers[0].env[?(@.name=="NMSTATE_BACKEND")].value}' |
| 62 | +# Output: nmstate |
| 63 | +``` |
| 64 | + |
| 65 | +### Testing with netplan |
| 66 | + |
| 67 | +```bash |
| 68 | +# Build images |
| 69 | +make handler operator |
| 70 | + |
| 71 | +# Deploy with netplan backend |
| 72 | +BACKEND=netplan make cluster-sync |
| 73 | + |
| 74 | +# Verify deployment |
| 75 | +kubectl get nmstate nmstate -o jsonpath='{.spec.backend}' |
| 76 | +# Output: netplan |
| 77 | + |
| 78 | +# Check handler pods are using netplan |
| 79 | +kubectl get pods -n nmstate -l component=kubernetes-nmstate-handler -o jsonpath='{.items[0].spec.containers[0].env[?(@.name=="NMSTATE_BACKEND")].value}' |
| 80 | +# Output: netplan |
| 81 | + |
| 82 | +# Monitor handler logs for netplan D-Bus interactions |
| 83 | +kubectl logs -n nmstate -l component=kubernetes-nmstate-handler -f |
| 84 | +``` |
| 85 | + |
| 86 | +### Switching Backends |
| 87 | + |
| 88 | +To switch from one backend to another: |
| 89 | + |
| 90 | +```bash |
| 91 | +# Switch to netplan |
| 92 | +BACKEND=netplan make cluster-sync |
| 93 | + |
| 94 | +# The operator will update the NMState CR |
| 95 | +# Handler pods will be restarted with the new backend |
| 96 | + |
| 97 | +# Switch back to nmstate |
| 98 | +BACKEND=nmstate make cluster-sync |
| 99 | +# Or simply: |
| 100 | +make cluster-sync |
| 101 | +``` |
| 102 | + |
| 103 | +## Implementation Details |
| 104 | + |
| 105 | +### Makefile |
| 106 | + |
| 107 | +```makefile |
| 108 | +# Backend selection for network configuration (nmstate or netplan) |
| 109 | +export BACKEND ?= nmstate |
| 110 | +``` |
| 111 | + |
| 112 | +### cluster/sync.sh |
| 113 | + |
| 114 | +```bash |
| 115 | +function patch_handler_backend() { |
| 116 | + if [ -n "${BACKEND}" ] && [ "${BACKEND}" != "nmstate" ]; then |
| 117 | + echo "Patching NMState CR to use backend: ${BACKEND}" |
| 118 | + $kubectl patch -f $nmstate_cr_manifest --patch "{\"spec\": {\"backend\": \"${BACKEND}\"}}" --type=merge |
| 119 | + fi |
| 120 | +} |
| 121 | +``` |
| 122 | + |
| 123 | +This function: |
| 124 | +- Only patches if `BACKEND` is set and not the default "nmstate" |
| 125 | +- Uses `kubectl patch` to update the NMState CR's `spec.backend` field |
| 126 | +- The operator watches for changes and updates handler pods accordingly |
| 127 | + |
| 128 | +## Requirements by Backend |
| 129 | + |
| 130 | +### nmstate Backend |
| 131 | + |
| 132 | +**Requirements:** |
| 133 | +- NetworkManager >= 1.22 running on nodes |
| 134 | +- nmstatectl CLI available |
| 135 | +- D-Bus system bus access |
| 136 | + |
| 137 | +**Already provided by default handler image:** |
| 138 | +- nmstate package |
| 139 | +- NetworkManager dependencies |
| 140 | + |
| 141 | +### netplan Backend (PoC) |
| 142 | + |
| 143 | +**Requirements:** |
| 144 | +- netplan >= 0.103 installed on nodes |
| 145 | +- netplan D-Bus service running (`io.netplan.Netplan`) |
| 146 | +- D-Bus system bus access (already available) |
| 147 | +- godbus/dbus/v5 Go library (needs to be added to go.mod) |
| 148 | + |
| 149 | +**Additional setup needed:** |
| 150 | +- Handler container image needs netplan package |
| 151 | +- Format conversion between nmstate and netplan YAML |
| 152 | + |
| 153 | +## Troubleshooting |
| 154 | + |
| 155 | +### Backend not applied |
| 156 | + |
| 157 | +If the backend doesn't change: |
| 158 | + |
| 159 | +```bash |
| 160 | +# Check NMState CR |
| 161 | +kubectl get nmstate nmstate -o yaml |
| 162 | + |
| 163 | +# Check if operator is running |
| 164 | +kubectl get pods -n nmstate -l component=kubernetes-nmstate-operator |
| 165 | + |
| 166 | +# Check operator logs |
| 167 | +kubectl logs -n nmstate -l component=kubernetes-nmstate-operator |
| 168 | +``` |
| 169 | + |
| 170 | +### Handler pods not updated |
| 171 | + |
| 172 | +```bash |
| 173 | +# Restart handler pods to pick up new configuration |
| 174 | +kubectl delete pods -n nmstate -l component=kubernetes-nmstate-handler |
| 175 | + |
| 176 | +# Watch pods restart |
| 177 | +kubectl get pods -n nmstate -w |
| 178 | +``` |
| 179 | + |
| 180 | +### Netplan backend errors |
| 181 | + |
| 182 | +```bash |
| 183 | +# Check if netplan D-Bus service is running on nodes |
| 184 | +./cluster/ssh.sh node01 "systemctl status netplan-dbus || systemctl status netplan" |
| 185 | + |
| 186 | +# Check D-Bus service availability |
| 187 | +./cluster/ssh.sh node01 "busctl list | grep netplan" |
| 188 | + |
| 189 | +# Check handler logs for D-Bus errors |
| 190 | +kubectl logs -n nmstate -l component=kubernetes-nmstate-handler | grep -i dbus |
| 191 | +``` |
| 192 | + |
| 193 | +## Production Considerations |
| 194 | + |
| 195 | +**Note:** The `BACKEND` Makefile variable is for **development and testing only**. In production: |
| 196 | + |
| 197 | +1. Set the backend in the NMState CR directly: |
| 198 | + ```yaml |
| 199 | + apiVersion: nmstate.io/v1 |
| 200 | + kind: NMState |
| 201 | + metadata: |
| 202 | + name: nmstate |
| 203 | + spec: |
| 204 | + backend: netplan # or nmstate |
| 205 | + ``` |
| 206 | +
|
| 207 | +2. Ensure nodes have the required backend software installed |
| 208 | +3. Test thoroughly before deploying to production |
| 209 | +4. Monitor handler logs for backend-specific errors |
| 210 | +5. Have a rollback plan to switch backends if needed |
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