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Comment: DOCUMENTATION-4421

This guide explains how to set up an API Manager cluster in an Amazon Web Services (AWS) instance.

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To create a VPC Internet gateway, go to your AWS instance and click Services -> VPC -> Internet Gateways. Then, click Create Internet Gateway  and give a name for your new gateway. Here's an example:

Creating subnets

A subnet is  a range of IP addresses in your VPC. You can launch AWS resources into a subnet that you select. Use a public subnet for resources that must be connected to the Internet, and a private subnet for the ones that do not. 

According to the deployment pattern shared earlier, you need the following seven subnets across the three availability zones. You can use a subnet naming convention of your choice.

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Creating route tables

A route table contains a set of rules, called routes, that are used to determine where network traffic is directed.

In this guide, we create two route tables- one to configure the Internet gateway to face the public network (i.e., the Internet), and another for the internal routes.

Follow the steps below to create the public route table:

  1. Go to your AWS instance and click  Services -> VPC -> Route Tables. Then, click Create Route Tables and give the details of the public route table. Here's an example:
  2. Select the public route table you just created, click the Routes tab, and add a route for the previously created Internet gateway as follows:  
  3. Go to the Subnet Associations  tab and configure the subnet associations to the route table. In this example, we associate the DMZ and DB subnets to the route table, since those subnets directly face the Internet.

Let's create the private route table next.

Follow the steps below to create the internal route table.

  1. Go to your AWS instance and click Services -> VPC -> Route Tables. Then, click Create Route Tables and give the details of the internal route table. Here's an example:
  2. Configure the routes and subnets. See Creating a NAT Instance to create a NAT based gateway.
    Here's an example:
    Subnet association configuration:

  3. After configuring the route tables, go to each subnet summary  and verify that the details are correct.

    SubnetSummary
    apim-subnet-b
    Image Modified
    apim-subnet-c
    Image Modified
    apim-dmz-b
    Image Modified
    apim-dmz-d
    Image Modified
    apim-dmz-c
    Image Modified
    apim-db-subnet-c
    Image Modified
    apim-db-subnet-b
    Image Modified

Creating security groups  

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  1. Go to your AWS instance and click Services -> EC2 -> Security Group. Then, click Create security Group.

  2. Create six security groups separately as follows and set their Inbound and OutBound rules.

    Tip

    Tip: You can use a different naming convention for the groups or create a security group without rules and add them later. 

    Security GroupSummary
    apim-bastion-sg
    Image Modified
    apim-nat-sg
    Image Modified
    apim-puppetmaster-sg
    Image Modified
    apim-dmz-sg

    Image ModifiedImage Modified

    apim-cluster-sg
    Image Modified
    apim-db-sg
    Image Modified

  3. After creating the security groups, go to Services -> EC2 -> Security Groups and verify that the details are correct. 

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To create a new key pair, go to your AWS instance and click  Services -> EC2 -> Key pair -> Create Key Pair. Then, download the created key pair to your host machine.

Creating instances

Let's see how to create six instances as follows:

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Creating a bastion instance

A bastion is a special-purpose server instance that is designed to be the primary access point from the Internet. It acts as a proxy to your other EC2 instances. In this guide, we use it as a base instance in our VPC and configure it to connect to other instances in our VPC via SSH.

Follow the steps below to create a bastion instance:

  1. In your AWS instance, click  Services -> EC2 -> Instances -> Launch Instance . 

  2. The steps involved in creating a bastion instance is the same as a NAT instance. The table below summarises the configurations you do at each stage. Follow it until you get to the last tab, which is Review.

    Tab NameConfigurations
    Choose AMI

    Choose Ubuntu Server 14.04 LTS (HVM), SSD Volume Type

    Choose Instance Typet2.medium
    Configure Instance
    • Network: Select the VPC created here
    • Subnet: apim-dmz-d
    • Auto assign public IP: Enable

    Keep default settings for the rest.

    Add StorageSet the optimal storage
    Tag Instance
    • Key: Name
    • Value: apim-bastion
    Configure Security GroupClick the Select an existing security group option and select the  apim-bastion-sg instance from the list.
  3. In the Review page, your instance configuration summary is listed. Verify its accuracy and click  Launch .
  4. Select the Choose an existing key pair option and select the key pair that you created here. Then, click Launch Instances.
  5. Go to your AWS instance, click  Services -> EC2 -> Instances, select apim-bastion and note the bastion instance that you just created listed there.

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  1. In your AWS instance, click Services -> EC2 -> Instances -> Launch Instance. 

  2. The steps involved in creating an SVN instance is the same as a NAT instance. The table below summarises the configurations you do at each stage. Follow it until you get to the last tab, which is Review.

    Tab NameConfigurations
    Choose AMI

    Choose Ubuntu Server 14.04 LTS (HVM), SSD Volume Type

    Choose Instance Typet2.small
    Configure Instance
    • Network: Select the VPC created here
    • Subnet: apim-subnet-c
    • Auto assign public IP: Disable

    Keep default settings for the rest.

    Add StorageSet the optimal storage
    Tag Instance
    • Key: Name
    • Value: apim-svn
    Configure Security GroupClick the Select an existing security group option and select the  apim-cluster-sg  and  apim-natsg  instance from the list.
  3. In the Review page, your instance configuration summary is listed. Verify its accuracy and click Launch.
  4. Select the Choose an existing key pair option and select the key pair that you created here. Then, click Launch Instances.
  5. Go to your AWS instance, click Services -> EC2 -> Instances,  select  apim-svn and note the SVN instance that you just created listed there.

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Creating a puppet master instance

A puppet is a configuration management system that allows you to define the state of your IT infrastructure, then automatically enforces the correct state.

Follow the steps below to create a puppet master instance. 

  1. In your AWS instance, click Services -> EC2 -> Instances -> Launch Instance.

  2. The steps involved in creating an puppet master instance is the same as a NAT instance. The table below summarises the configurations you do at each stage. Follow it until you get to the last tab, which is Review.

    Tab NameConfigurations
    Choose AMI

    Choose Ubuntu Server 14.04 LTS (HVM), SSD Volume Type

    Choose Instance Typet2.medium
    Configure Instance
    • Network: Select the VPC created here
    • Subnet: apim-subnet-b
    • Auto assign public IP: Disable

    Keep default settings for the rest.

    Add StorageSet the optimal storage
    Tag Instance
    • Key: Name
    • Value: apim-puppet-master
    Configure Security GroupClick the Select an existing security group option and select the apim-puppetmaster-sg  and  apim-natsg  instance from the list.
  3. In the Review page, your instance configuration summary is listed. Verify its accuracy and click Launch.
  4. Select the Choose an existing key pair option and select the key pair that you created here. Then, click Launch Instances.

  5. Go to your AWS instance, click  Services -> EC2 -> Instances, select apim-puppet-master and note the puppet master instance that you just created listed there.

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  1. In your AWS instance, click Services -> EC2 -> Instances -> Launch Instance.

  2. The steps involved in creating a base instance is the same as a NAT instance. The table below summarises the configurations you do at each stage. Follow it until you get to the last tab, which is Review.

    Tab NameConfigurations
    Choose AMI

    Choose Ubuntu Server 14.04 LTS (HVM), SSD Volume Type

    Choose Instance Typet2.micro
    Configure Instance
    • Network: Select the VPC created here
    • Subnet: apim-subnet-c
    • Auto assign public IP: Disable

    Keep default settings for the rest.

    Add StorageSet the optimal storage
    Tag Instance
    • Key: Name
    • Value: apim-test-node
    Configure Security GroupClick the Select an existing security group option and select the apim-cluster-sg  and  apim-natsg  instance from the list.
  3. In the Review page, your instance configuration summary is listed. Verify its accuracy and click Launch.
  4. Select the Choose an existing key pair option and select the key pair that you created here. Then, click Launch Instances.

  5. Go to your AWS instance, click  Services -> EC2 -> Instances, select apim-test-node and note the base instance that you just created listed there.

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  1. In your AWS instance, click Services -> RDS -> Subnet Groups -> Create DB Subnet Group.

  2. In the Create DB Subnet Group page that opens, fill in the details according to your environment  and click Create.
    In this guide, we select the VPC that is created here and add the two subnets that are hosted in two availability  zones separately.

    Next, let's create the RDS instance. 

  3. In your AWS instance, click Services -> RDS -> Instance -> Launch DB Instance.

  4. Select MySQL as the database engine.

  5. In the second step, choose the options to use Multi-AZ deployment.

  6. In step 3, the Specify DB Details page, enter the database settings.
    In this guide, the DB instance identifier is apim-db and master username is wso2.

  7. In the Configure Advanced Settings page, set the network, database options, and backup plans.
    Image Modified

  8. Go to your AWS instance and click Services -> RDS -> Instances. Then, select the database that you created earlier (in this example, it is  apim-db) and note the details of the RDS instance that you just created.  The Endpoint specifies the server URL for connecting to the database.

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  1. Connect to the bastion instance using SSH.

    Code Block
    root# ssh -i <security certificate file path> ubuntu@<give the public IP>
  2. Check to ensure that the apim-puppet-master instance is running. As you are now in the private network, you can use the puppet master instance's private IP. 

  3. From the bastion instance, connect to the puppet master instance using SSH.

    Code Block
    ubuntu@bastion-public:~$ ssh ubuntu@<private IP>
  4. Install the puppet master in this instance. See https://docs.puppetlabs.com/guides/install_puppet/install_debian_ubuntu.html for instructions.

  5. Download the APIM-1.9 puppet modules from here, extract and copy to the /etc/puppet directory. Overwrite any existing files.

  6. Change the parameter file /etc/puppet/module/apimanager/manifest/param.pp according to the requirements of your environment.

  7. Download the following files and place them in the given locations.

    FileDownload fromCopy to
    wso2am-1.9.0.ziphttp://wso2.com/api-management/try-it/modules/apimanager/files/distribution
    jdk-7u75-linux-x64.tar.gzhttp://www.oracle.com/technetwork/java/javase/downloads/jdk7-downloads-1880260.htmlmodules/apimanager/files
    mysql-connector-java-5.1.23-bin.jarhttp://mvnrepository.com/artifact/mysql/mysql-connector-java/5.1.23modules/apimanager/files/common/configs/repository/components/lib
    svnkit-1.3.9.wso2v2.jarClick here
    • modules/apimanager/files/gate-way-m/configs/repository/components/dropins/ 
    • modules/apimanager/files/gateway/configs/repository/components/dropins
    trilead-ssh2-1.0.0-build215.jarClick here
    • modules/apimanager/files/gate-way-m/configs/repository/components/lib
    • modules/apimanager/files/gateway/configs/repository/components/lib

     

Configuring the base instance

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  1. Connect to the bastion instance using SSH.

    Code Block
    root# ssh -i <security certificate file path> ubuntu@<give the public IP>
  2. Connect to the MySQL server using the MySQL client.
  3. Create the databases described in https://docs.wso2.com/display/AM190/Setting+up+MySQL  using the MySQL server. Note that you can change the names of these databases as you like.

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  1.  In your AWS instance, click Services -> EC2 -> Load Balancers -> Create Load Balancer.
  2. In the Define Load Balancer page that opens, give a name for the ELB (e.g., apim-elb-pubstore), specify the VPC, and map the incoming port to another port in the backend by configuring the Basic Configuration tab as shown below:
  3. On the Select Subnets tab, add the DMZ subnets as selected subnets and go to the next page.
  4. In the Assign Security Groups page that opens, select apim-dmz-sg as the security group and go to the next page.
  5. In the Configure Security Settings page that opens, configure the SSL details and proceed to the next page.

  6. In the Configure Health Check page that opens, set the following options and proceed to the next page.

    • Ping port: 9443

    • Ping path /services/echo?wsdl

  7. Leave the default settings in the Add EC2 Instances page that opens and proceed to the next page. You can edit the ELB later to add the instances that are fronted by this ELB.
  8. In the Add Tags page that opens, tag the ELB and click Create.
  9. Click the load balancer's name in the status message that appears confirming that the load balancer is created.
  10. Find the DNS name in the ELB’s description tab and make a note of it. You need this later for configuring the Puppet Master parameter file.

  11. Repeat the steps you used to create the apim-elb-pubstore ELB to create apim-elb-keymanager, apim-elb-gateway-mgt, and apim-elb-gateway-wkr ELBs as well.

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According to our sample deployment architecture, you need only one Gateway Manager instance in a us-east-1b availability. The instance must be in the apim-subnet-b subnet.

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After spawning the product instances, add them to the four ELBs as follows:

ELB NameInstances to be Added
apim-elb-pubstore
  • apim-pubstore-01
  • apim-pubstore-02
apim-elb-keymanager
  • apim-keymanager-01
  • apim-keymanager-02
apim-elb-gateway-mgt
  • apim-gateway-mgt-01
apim-elb-gateway-wkr
  • apim-gateway-wkr-01
  • apim-gateway-wkr-02
Tip

Tip: At least one instance in an ELB should have the InService status.

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