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Guidelines for Getting Started Guide contributions
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# Writing a Getting Started Guide | ||
This page gives some advice for anyone planning to write or update a Getting Started Guide for Kubernetes. | ||
It also gives some guidelines which reviewers should follow when reviewing a pull request for a | ||
guide. | ||
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A Getting Started Guide is instructions on how to create a Kubernetes cluster on top of a particular | ||
type(s) of infrastructure. Infrastructure includes: the IaaS provider for VMs; | ||
the node OS; inter-node networking; and node Configuration Management system. | ||
A guide refers to scripts, Configuration Manangement files, and/or binary assets such as RPMs. We call | ||
the combination of all these things needed to run on a particular type of infrastructure a | ||
**distro**. | ||
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[The Matrix](../../docs/getting-started-guides/README.md) lists the distros. If there is already a guide | ||
which is similar to the one you have planned, consider improving that one. | ||
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Distros fall into two categories: | ||
- **versioned distros** are tested to work with a particular binary release of Kubernetes. These | ||
come in a wide variety, reflecting a wide range of ideas and preferences in how to run a cluster. | ||
- **development distros** are tested work with the latest Kubernetes source code. But, there are | ||
relatively few of these and the bar is much higher for creating one. | ||
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There are different guidelines for each. | ||
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## Versioned Distro Guidelines | ||
These guidelines say *what* to do. See the Rationale section for *why*. | ||
- Send us a PR. | ||
- Put the instructions in `docs/getting-started-guides/...`. Scripts go there too. This helps devs easily | ||
search for uses of flags by guides. | ||
- We may ask that you host binary assets or large amounts of code in our `contrib` directory or on your | ||
own repo. | ||
- Setup a cluster and run the [conformance test](../../docs/devel/conformance-test.md) against it, and report the | ||
results in your PR. | ||
- Add or update a row in [The Matrix](../../docs/getting-started-guides/README.md). | ||
- State the binary version of kubernetes that you tested clearly in your Guide doc and in The Matrix. | ||
- Even if you are just updating the binary version used, please still do a conformance test. | ||
- If it worked before and now fails, you can ask on IRC, | ||
check the release notes since your last tested version, or look at git -logs for files in other distros | ||
that are updated to the new version. | ||
- Versioned distros should typically not modify or add code in `cluster/`. That is just scripts for developer | ||
distros. | ||
- If a versioned distro has not been updated for many binary releases, it may be dropped frome the Matrix. | ||
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If you have a cluster partially working, but doing all the above steps seems like too much work, | ||
we still want to hear from you. We suggest you write a blog post or a Gist, and we will link to it on our wiki page. | ||
Just file an issue or chat us on IRC and one of the committers will link to it from the wiki. | ||
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## Development Distro Guidelines | ||
These guidelines say *what* to do. See the Rationale section for *why*. | ||
- the main reason to add a new development distro is to support a new IaaS provider (VM and | ||
network management). This means implementing a new `pkg/cloudprovider/$IAAS_NAME`. | ||
- Development distros should use Saltstack for Configuration Management. | ||
- development distros need to support automated cluster creation, deletion, upgrading, etc. | ||
This mean writing scripts in `cluster/$IAAS_NAME`. | ||
- all commits to the tip of this repo need to not break any of the development distros | ||
- the author of the change is responsible for making changes necessary on all the cloud-providers if the | ||
change affects any of them, and reverting the change if it breaks any of the CIs. | ||
- a development distro needs to have an organization which owns it. This organization needs to: | ||
- Setting up and maintaining Continuous Integration that runs e2e frequently (multiple times per day) against the | ||
Distro at head, and which notifies all devs of breakage. | ||
- being reasonably available for questions and assiting with | ||
refactoring and feature additions that affect code for their IaaS. | ||
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## Rationale | ||
- We want want people to create Kubernetes clusters with whatever IaaS, Node OS, | ||
configuration management tools, and so on, which they are familiar with. The | ||
guidelines for **versioned distros** are designed for flexiblity. | ||
- We want developers to be able to work without understanding all the permutations of | ||
IaaS, NodeOS, and configuration management. The guidelines for **developer distros** are designed | ||
for consistency. | ||
- We want users to have a uniform experience with Kubernetes whenever they follow instructions anywhere | ||
in our Github repository. So, we ask that versioned distros pass a **conformance test** to make sure | ||
really work. | ||
- We ask versioned distros to **clearly state a version**. People pulling from Github may | ||
expect any instructions there to work at Head, so stuff that has not been tested at Head needs | ||
to be called out. We are still changing things really fast, and, while the REST API is versioned, | ||
it is not practical at this point to version or limit changes that affect distros. We still change | ||
flags at the Kubernetes/Infrastructure interface. | ||
- We want to **limit the number of development distros** for several reasons. Developers should | ||
only have to change a limited number of places to add a new feature. Also, since we will | ||
gate commits on passing CI for all distros, and since end-to-end tests are typically somewhat | ||
flaky, it would be highly likely for there to be false positives and CI backlogs with many CI pipelines. | ||
- We do not require versioned distros to do **CI** for several reasons. It is a steep | ||
learning curve to understand our our automated testing scripts. And it is considerable effort | ||
to fully automate setup and teardown of a cluster, which is needed for CI. And, not everyone | ||
has the time and money to run CI. We do not want to | ||
discourage people from writing and sharing guides because of this. | ||
- Versioned distro authors are free to run their own CI and let us know if there is breakage, but we | ||
will not include them as commit hooks -- there cannot be so many commit checks that it is impossible | ||
to pass them all. | ||
- We prefer a single Configuration Management tool for development distros. If there were more | ||
than one, the core developers would have to learn multiple tools and update config in multiple | ||
places. **Saltstack** happens to be the one we picked when we started the project. We | ||
welcome versioned distros that use any tool; there are already examples of | ||
CoreOS Fleet, Ansible, and others. | ||
- You can still run code from head or your own branch | ||
if you use another Configuration Management tool -- you just have to do some manual steps | ||
during testing and deployment. | ||
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