Deployment Guide
This deployment guide covers the steps required to install and configure a secure HashiCorp Consul datacenter as defined in the Consul Reference Architecture.
This deployment guide is designed to work in combination with the Consul Reference Architecture. Although not a strict requirement to follow the Consul Reference Architecture, it is highly recommended that you are familiar with the overall architecture design; for example installing Consul server agents on multiple physical or virtual (with correct anti-affinity) hosts for high-availability.
To provide a highly-available single datacenter architecture, we recommend Consul server agents be deployed to more than one host, as shown in the Consul Reference Architecture.
These setup steps should be completed on all Consul hosts.
- Install Consul
- Verify the installation
- Prepare the security credentials
- Configure Consul agents
- Server specific configuration
- Client specific configuration
- Apply Enterprise license
- Configure the Consul process
- Start the Consul service
- Setup Consul environment variables
- Bootstrap the ACL system
- Next steps
Install Consul
HashiCorp officially maintains and signs packages for the following Linux distributions.
INFO The steps provided from this tutorial require some packages to be
available in your machine. Install them with the following command: apt-get install curl gnupg lsb-release
Add the HashiCorp GPG key.
Add the official HashiCorp Linux repository.
Update.
Install the latest version of Consul.
Alternatively, install a specific version. A list of released versions can be found at https://releases.hashicorp.com/consul/
or you can run the command sudo apt-cache policy consul
.
INFO Note that the version must be suffixed with -*
. For details, refer to Linux Packaging Debian Revision Change.
Verify the installation
After installing Consul, verify that the installation worked by opening a new
terminal session and running the command consul
.
If you get an error that consul
could not be found, your PATH
environment
variable was not set up properly. Make sure that your PATH
variable contains
the directory where you installed Consul.
Prepare the security credentials
In this section, you will create the encryption key and certificates needed to secure your Consul agents.
All commands in this section can be completed on any system with the Consul binary installed. The outputs and artifacts from these commands should be archived in a secure location for future reference.
Generate the gossip encryption key
Gossip is encrypted with a symmetric key, since gossip between nodes is done over UDP. All agents must have the same encryption key.
You can create the encryption key via the Consul CLI even though no Consul agents are running yet. Generate the encryption key.
The encryption key will be plain text output:
NOTE You will need to add the newly generated key to the encrypt
option
in the configuration on all Consul clients and servers. Save your key in a safe location.
You will need to reference the key throughout the installation.
For in-depth information about setting up gossip encryption, review the Secure Gossip Communication with Encryption tutorial.
Generate TLS certificates for RPC encryption
Consul can use TLS to verify the authenticity of servers and clients. To enable TLS, Consul requires that all agents have certificates signed by a single Certificate Authority (CA).
In this tutorial, you will use Consul to create a CA for your certificates. For in-depth information about setting up TLS certificates, review the Secure Consul Agent Communication with TLS Encryption tutorial.
Create the Certificate Authority
Start by creating the CA on your admin instance, using the Consul CLI.
The next steps will use these files to create TLS certificates.
Create the certificates
Next, create a set of certificates for your Consul servers. You must select a name for your datacenter and domain so that the certificates are named properly.
Use the following command to create a certificate for each server. The file name increments automatically.
Below is an example for datacenter "dc1" in "consul" domain. These are the defaults but for this example they are set explicitly.
Warning
If you plan to use a custom domain for resolving DNS queries,
you must pass the same domain using the -domain
flag when generating TLS certificates.
Note
Check the consul TLS cert documentation to learn more about TLS cert creation options.
Consul client agents can be configured in two ways: via auto-encrypt or manual configuration.
The recommended approach is to use the auto encryption mechanism provided by
Consul that automatically generates client certificates using the previously created
CA certificate consul-agent-ca.pem
to enable TLS.
You will learn how to enable auto-encrypt
in Configure Consul agents.
Distribute the certificates to agents
You must distribute the CA certificate, consul-agent-ca.pem
, to each of the
Consul agents as well as the agent-specific certificate and private key:
- If a server agent, distribute the CA file, server certificate, and server private key.
- If a client agent using auto-encrypt, distribute the CA file only.
- If a client agent using manual configuration, distribute the CA file, client certificate, and client private key.
Below is an SCP example which will send the CA certificate, agent certificate
and private key to the IP address you specify, and put it into the
/etc/consul.d/certs
directory.
NOTE Remember the file path to the CA certificate. It is recommended to
store them in a directory like /etc/consul.d/certs
or C:\Hashicorp\consul\certs
.
You will need to include the entire file path in the server configuration file
and when using the API or CLI.
Configure Consul agents
Consul uses documented reasonable defaults so only non-default values must be set in the configuration file. Configuration can be read from multiple files and is loaded in lexical order. Check the full description for more information about configuration loading and merge semantics.
Consul server agents typically require a superset of configuration required by
Consul client agents. You will specify common configuration used by all Consul
agents in consul.hcl
and server specific configuration in server.hcl
.
Create a configuration file at /etc/consul.d/consul.hcl
:
Add this configuration to the consul.hcl
configuration file:
NOTE Replace the datacenter
parameter value with the identifier you
will use for the datacenter this Consul agent is deployed in. Replace the
encrypt
parameter value with the previously generated output from Generate the gossip encryption key.
datacenter
- The datacenter in which the agent is running.data_dir
- The data directory for the agent to store state.encrypt
- Specifies the gossip encryption key to use for Consul network traffic.
TLS configuration
To secure RPC communications for Consul clients consul provides two different approaches, the auto encryption mechanism and the manual configuration.
tls.defaults.ca_file
- Specifies the path to the CA public certificate file.tls.defaults.cert_file
- Specifies the path to the agents public certificate file.tls.defaults.key_file
- Specifies the path to the agents certificate private key file.tls.defaults.verify_incoming
- If set to true, Consul requires all incoming connections to use TLS.tls.defaults.verify_outgoing
- If set to true, Consul requires that all outgoing connections from this agent use TLS.tls.internal_rpc.verify_server_hostname
- If set to true, Consul verifies for all outgoing TLS connections that the TLS certificate presented by the servers matchesserver.<datacenter>.<domain>
hostname.
If using a custom domain for DNS queries, specify the domain
field as well.
This should match the -domain
flags that were used when generating TLS credentials in Generate TLS certificates for RPC encryption:
Datacenter auto-join
The retry_join
parameter allows you to configure all Consul agents to
automatically form a datacenter using a common Consul server accessed via DNS
address, IP address or using Cloud Auto-join. This removes the need to manually join the Consul datacenter nodes together.
Add the retry_join
parameter to the consul.hcl
configuration file:
NOTE Replace the retry_join
parameter value with the correct DNS
address, IP address, Loopback address or cloud auto-join configuration for your environment.
Warning
The retry_join
parameter is required for the
systemd process to complete successfully and send its notify signal on LAN join.
retry_join
- Address of another agent to join upon starting up.
Enable Consul ACLs
Consul uses Access Control Lists (ACLs) to secure the UI, API, CLI, and Consul catalog including service and agent registration. When securing your datacenter you should configure the ACLs first.
The Secure Consul with Access Control Lists (ACLs) tutorial provides instructions on configuring and enabling ACLs on new agents.
Add the ACL configuration to the consul.hcl
configuration file and choose a
default policy of "allow" (allow all traffic unless explicitly denied) or "deny"
(deny all traffic unless explicitly allowed). Default policy of "deny" is recommended
for production.
acl
- ACL stanzaenabled
- Enables ACLsdefault_policy
- The default policy controls the behavior of a token when there is no matching rule.enable_token_persistence
- Whentrue
tokens set using the API will be persisted to disk and reloaded when an agent restarts.
Telemetry stanza
The telemetry
stanza specifies various configurations for Consul to publish metrics to
upstream systems.
If you decide to configure Consul to publish telemetry data, you should complete the Monitor Consul Datacenter Health tutorial.
Audit
Enterprise Only
The audit logging functionality demonstrated here requires HashiCorp Cloud Platform (HCP) or self-managed Consul Enterprise. If you've purchased or wish to try out Consul Enterprise, refer to how to access Consul Enterprise.
Warning
ACLs must be enabled to use this feature
The audit
stanza, added
in Consul 1.8, allow users to enable auditing and configure a sink and filters
for their audit logs.
Add the audit configuration to the consul.hcl
configuration file:
Configuration options for the audit
stanza can be found here
.
Server specific configuration
Create a configuration file at /etc/consul.d/server.hcl
:
Add this configuration to the server.hcl
configuration file.
NOTE Replace the bootstrap_expect
value with the number of Consul
servers you will use; three or five is recommended.
server
- This flag is used to control if an agent is in server or client mode.bootstrap_expect
- This flag provides the number of expected servers in the datacenter. Either this value should not be provided or the value should be consistent across all servers in the datacenter.
Consul addresses
By default, Consul will bind on all available addresses on the machine and
expose client interfaces only on localhost
/127.0.0.1
.
Internal communications address binding
Consul agent will bind to all addresses on the local machine and will advertise the private IPv4 address to the rest of the datacenter.
There are some cases when you want to specify the bind address for your Consul server:
- the Consul node has multiple private IP addresses available
- the Consul node has only public IP addresses available
If there are multiple private IPv4 addresses available, Consul will exit with an error at startup:
To prevent this from happening it is possible to define on which address Consul
will bind using the bind_addr
parameter.
If there are only public IP addresses available, Consul will exit with an error at startup:
To prevent this from happening it is possible to define on which address Consul
will bind using the bind_addr
parameter.
bind_addr
- The address that should be bound to for internal cluster communications. By default, this is "0.0.0.0", meaning Consul will bind to all addresses on the local machine.
Client address binding
Consul agents designate an interface to which Consul services will bind, including the HTTP and DNS servers.
When the value for client_addr
is undefined, it defaults to "127.0.0.1",
allowing only loopback connections.
Optionally, you can specify a bind IP address in your Consul server.hcl
configuration file.
client_addr
- The address that Consul will bind client interfaces to, including the HTTP and DNS servers. By default. By default it is "127.0.0.1", allowing only loopback connections.
Performance stanza
The performance
stanza allows tuning the performance of different subsystems in Consul.
Add the performance configuration to the server.hcl
configuration file:
raft_multiplier
- An integer multiplier used by Consul servers to scale key Raft timing parameters. Setting this to a value of 1 will configure Raft to its highest-performance mode, equivalent to the default timing of Consul prior to 0.7, and is recommended for production Consul servers.
For more information on Raft tuning and the raft_multiplier
setting, check the
server performance
documentation.
Consul service mesh
Consul service mesh provides service-to-service connection authorization and encryption using mutual Transport Layer Security (TLS). Applications can use sidecar proxies in a service mesh configuration to establish TLS connections for inbound and outbound connections without being aware of Consul service mesh.
Consul service mesh uses the registered service identity (rather than
IP addresses) to enforce access control with intentions. Add the following
configuration to the server.hcl
configuration file.
connect.enabled
- Controls whether Connect features are enabled on this agent. Should be enabled on all servers in the cluster in order for Connect to function properly.addresses.grpc
- The address that Consul will bind gRPC API to. Defaults toclient_addr
but it might be sensitive to have it onlocalhost
/127.0.0.1
for security reasons.ports.grpc
- The gRPC API port. We recommend using8502
forgrpc
by convention as some tooling will work automatically with this. Currently gRPC is only used to expose Envoy xDS API to Envoy proxies.
Note
By default, Consul service mesh uses an embedded CA to generate and sign certificates for services. It is possible to configure Consul to use a different CA for it.
Consul UI
Consul features a web-based user interface, allowing you to get an overview of all services, nodes, intentions and more using a graphical user interface, rather than the CLI or API.
NOTE You should consider running the Consul UI on selected Consul hosts rather than all hosts.
INFO By default the UI binds to the client_addr
which is 127.0.0.1
.
Optionally, add the UI configuration to your server.hcl
configuration file to
enable the Consul UI:
ui
- Enables the built-in web UI.
Client specific configuration
Consul client agents typically require a subset of configuration required by
Consul server agents. All Consul clients can use the consul.hcl
file created
earlier in the configuring the Consul agents
section. If you have added host-specific configuration such as identifiers, you
will need to set these individually.
Apply Enterprise license
In order to run Consul Enterprise you need a valid Enterprise license.
If you are using Consul Enterprise version 1.10.0+, check the Installing HashiCorp Enterprise License tutorial for guidance on how to apply an enterprise license.
Configure the Consul process
If you installed Consul using one of the supported package managers on Linux here, you can skip the following step as systemd will be configured for you.
Configure systemd
Systemd uses documented reasonable defaults so only non-default values must be set in the configuration file.
Create a Consul service file at /etc/systemd/system/consul.service
.
Add this configuration to the Consul service file.
The following parameters are set for the [Unit]
stanza:
Description
- Free-form string describing the consul serviceDocumentation
- Link to the consul documentationRequires
- Configure a requirement dependency on the network serviceAfter
- Configure an ordering dependency on the network service being started before the consul serviceConditionFileNotEmpty
- Check for a non-zero sized configuration file before consul is started
The following parameters are set for the [Service]
stanza:
EnvironmentFile
- Sets environment variables for ConsulUser
,Group
- Run Consul as the consul userExecStart
- Start Consul with theagent
argument and path to the configuration fileExecReload
- Send Consul a reload signal to trigger a configuration reload in ConsulExecStop
- Stop Consul with theleave
argument to allow for a graceful leave from the datacenterKillMode
- Treat consul as a single processRestart
- Restart consul unless it returned a clean exit codeLimitNOFILE
- Set an increased limit for file descriptors
The following parameters are set for the [Install]
stanza:
WantedBy
- Creates a weak dependency on Consul being started by the multi-user run level
Start the Consul service
Check that your configuration file is valid, with the Consul CLI validate
command.
Enable and start Consul using the systemctl
command responsible for controlling
systemd managed services. Check the status of the consul service using systemctl.
The output should indicate the service is running.
Setup Consul environment variables
Notice that since TLS encryption is enabled, you will now need to use a certificate to communicate with Consul and to complete all other tasks.
To make it easier to use the CLI for the remainder of the setup, and to complete the ACL bootstrapping process, set the following environment variables for all your agents.
If using auto-encrypt, the CONSUL_CLIENT_CERT
and CONSUL_CLIENT_KEY
environment
variables are not required for client agents.
Bootstrap the ACL system
The Secure Consul with Access Control Lists (ACLs) tutorial provides instructions on configuring and enabling ACLs on new agents. The below guidance assumes Consul has already been started without ACLs configured.
Create the initial bootstrap token
Working from one agent generate the Consul bootstrap token, which has unrestricted privileges.
This will return the Consul bootstrap token. You will need the SecretID for all subsequent Consul API requests (including CLI and UI). Ensure that you save the SecretID.
Set CONSUL_MGMT_TOKEN env variable. This is simply a convenience variable for the following configuration steps.
Create a directory to store our policy files.
In the policies directory, create a node policy file (
node-policy.hcl
) with write access for nodes related actions and read access for service related actions.policies/node-policy.hclGenerate the Consul node ACL policy with the newly created policy file.
Create the node token with the newly created policy.
On all Consul Servers add the node token.
NOTE For in-depth information about setting up tokens and ACLs for services, review the Secure Consul with Access Control Lists (ACLs) tutorial.
Next steps
In this tutorial you configured servers and clients in accordance to the reference architecture. This is the first step in deploying your first datacenter. In the next tutorial, you will learn how to configure backups to ensure the datacenter state is protected against possible failures.
To increase security for your datacenter, we recommend completing the Secure Consul with Access Control Lists (ACLs), Secure Gossip Communication with Encryption, and Secure Consul Agent Communication with TLS Encryption.