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pega-helm-charts

Orchestrate a Pega Platform™ deployment by using Docker, Kubernetes, and Helm to take advantage of Pega Platform Cloud Choice flexibility.

Deploying Pega Platform on an AKS cluster

Deploy Pega Platform™ on an Azure Kubernetes Service (AKS) cluster set up in your Microsoft Azure account. The following procedures are written for any level of user, from a system administrator to a development engineer who is interested in learning how to install and deploy Pega Platform onto an AKS cluster.

Pega helps enterprises and agencies quickly build business apps that deliver the outcomes and end-to-end customer experiences that you need. Use the procedures in this guide, to install and deploy Pega software onto an AKS cluster without much experience in either AKS configurations or Pega Platform deployments.

Create a deployment of Pega Platform on which you can implement a scalable Pega application in an AKS cluster. You can use this deployment for a Pega Platform development environment. By completing these procedures, you deploy Pega Platform on an AKS cluster with an SQL database instance and two clustered virtual machines (VMs).

Deployment process overview

Use Kubernetes tools and the customized orchestration tools and Docker images to orchestrate a deployment in a AKS cluster that you create for the deployment:

  1. Prepare your local system:

  2. Create an AKS cluster and an SQL database resource in your Azure account - Prepare your AKS resources – 60 minutes.

  3. Customize a configuration file with your AKS details and use the command-line tools, kubectl and Helm, to install and then deploy Pega Platform onto your AKS cluster - Deploying Pega Platform using Helm charts – 90 minutes.

  4. Configure your network connections in the DNS management zone of your choice so you can log in to Pega Platform - Logging in to Pega Platform – 10 minutes.

To understand how Pega maps Kubernetes objects with Pega applications and services, see Understanding the Pega deployment architecture.

Assumptions and prerequisites

This guide assumes:

The following account, resources, and application versions are required for use in this document:

Prepare your AKS resources – 60 minutes

In order to deploy Pega Platform to an AKS environment, you must create the AKS resources that the deployment will use in your Azure account. This section covers the details necessary to create an AKS cluster and an SQL database resource.

Creating an AKS cluster

To deploy Pega using an AKS cluster, create the cluster in an existing project in your Microsoft Azure account. During deployment the required Kubernetes configuration file is copied into the cluster. Create a cluster with two VMs that have sufficient memory and CPU resources to support a deployment of Pega Platform that can perform under high workloads.

  1. In a web browser, login to Microsoft Azure Portal (https://portal.azure.com/) with your credentials.

  2. Search for Kubernetes services and then select it in the dropdown list.

  1. Click +Add.

  2. On the Create an AKS Kubernetes service page, on the Basics tab page, add details to the following required fields for this Kubernetes service:

    a. In Project Details, select your Azure Subscription (the default is Microsoft Azure).

    b. In Resource Group area, select the appropriate group or click Create new and provide a name.

    c. In Cluster details, enter a Kubernetes cluster name.

    d. Select a Region that is appropriate for your deployment.

    e. Select the default Kubernetes version that is version 1.13.10 or later.

    f. For DNS name prefix, enter a prefix that your organization requires or use the default prefix. Azure creates the prefix based on the Kubernetes cluster name that you provided.

    g. In Primary node pool specify the size of your VMs for this service.

    Select VMs of type D8Sv3 (8 vcpus, 32 GiB memory). Change the filters if you cannot find this type using the search function.

    h. Specify a Node count. Note that the cost varies with different VM configurations.

    Pega recommends standard deployments use at least two nodes.

  3. Click Next: Scale.

  4. In the Scale tab page, use the default settings: Virtual nodes and VM Scale sets both set to Disabled.

  5. Click Next: Authentication.

  6. In the Authentication tab page, add details to the following required fields for this Kubernetes service:

    a. In Cluster Infrastructure area/Service principal, select a service principal:

    • If you do not have an existing service principal leave the field at the default to create a new service principal.

    • If you have an existing service principal, click Configure service principal, and then,in the Configure service principal window, select Use existing and enter the Service principal client ID and client secret.

    b. In Kubernetes authentication and authorization, leave Enable RBAC toggled to Yes.

  7. Click Next: Networking.

  8. In the Networking tab page, add details to the following required fields for this Kubernetes service:

    a. Ensure that HTTP application routing is Disabled.

    b. Ensure that Networking configuration is set to Advanced.

    c. In Configure virtual networks, leave the default network and address settings unless you have specific, advanced networking requirements.

  9. Click Next: Monitoring.

  10. In the Monitoring tab page, in Azure Monitor, accept the defaults to Enable container monitoring to use the default analytics workspace to store monitoring data.

  11. Click Next: Tags.

  12. In the Tags tab page, add any tags with which you want to identify resources such as owner, user, and organization name by using the Name and Value tags.

    Tags can help clarify billing details for your AKS resources.

  13. Click Next: Review + create.

    Azure runs a validation and when validated, your service is ready to be created.

  14. Check your configurations on the Create and Review tab.

    Azure validates your configuration.

  15. Click Create.

    A deployment progress page displays the status of your deployment until it is complete, which takes about 15 minutes. When complete, the Azure UI displays all of the resources created for your AKS cluster in Deployment details:

Creating an SQL database resource

AKS deployments require you to install Pega Platform software in an SQL database. After creating an SQL database, obtain the database and server name to customize your pega.yaml Helm chart with this information.

  1. In a web browser, login to Microsoft Azure Portal (https://portal.azure.com/) with your credentials.

  2. Search for SQL Databases and select it in the dropdown list.

  3. Click +Add.

  4. On the Create SQL Database page, in the Basics tab page, add details to the following required fields for this database server:

  5. In Project details, select your Azure Subscription.

  6. In Resource Group, select the same group you specified or created for your AKS cluster.

  7. In Database details, enter a database server name.

  8. In Server, click Create new.

  9. In the New server window, enter a name, security details, select the same Region as in your AKS cluster, and then click OK.

  10. Set Want to use SQL elastic pool? with the default: No.

  11. In Compute + storage server, click configure database and then select Gen5 compute hardware and a minimum of 4 vCores and 32 GB storage.

  12. Click Next: Networking.

  13. On the Networking tab page, add details to the following required fields for this database server:

    a. In the Network connectivity area, for a Connectivity method, select Public endpoint.

    b. In the Firewall rules area, for Allow Azure services and resources to access this server, select Yes.

    c. In the Firewall rules area, for Add current client IP address, select Yes.

  14. Click Next: Additional settings.

  15. On the Additional settings tab page, use the following settings for this database server:

    • Data source: None

    • Database collation: use the default

    • Enable Advanced data security: Not now

  16. Click Next: Tags.

  17. On the Tags tab page, add any tags with which you want to identify resources such as owner, user, and organization name by using the Name and Value tags.

    Tags can help clarify billing details for your AKS resources.

  18. Click Next: Review + create.

  19. On the Create and Review tab.

    Azure validates your configuration for your parameters.

  20. Click Create.

    A deployment progress page displays the status of your server creation until it is complete, which takes about 5 minutes. When complete, the Azure UI displays all of the resources created for your SQL database deployment details:

Creating an Application Gateway Resource

Create an Application Gateway for the deployment load balancer. After creating the Application Gateway, note the name and resource group in which you created the Application Gateway. You must add these details to the Addons helm chart you configured in your local Linux system or your local Windows 10 system.

  1. In a web browser, log in to Microsoft Azure Portal (https://portal.azure.com/) with your credentials.

  2. Search for Application Gateway and select it in the dropdown list.

  3. Click +Add.

  4. On the Create an Application Gateway page, on the Basics tab page, add details to the following required fields:

    a. Select the Resource Group in which you created your cluster.

    b. In Instance Details, enter an unique name and choose an appropriate region.

    c. In Configure virtual network, select the Virtual Network in which you created your cluster, then select a different subnet from the one you selected for cluster.

    Note: Selecting the same subnet in this field is not supported and results in an error.

    d. Click Next: Frontends.

  5. In Frontends tab page, add details:

    a. For Frontend IP address type, select Public.

    b. In Public IP address, click on Create new:

    The Add a public IP address option opens.

    c. Select an unique name and click Ok.

    d. Click Next : Backends.

  6. In Backends tab page, add details:

    a. Click Add a backend pool and do the following:

    • In the Add a backend pool dialogue box, enter a unique <backend pool name>.

    • In Add backend pool without targets select Yes.

    b. Click Next : Configuration.

With the Frontends and Backends configurations complete, create Routing rules that include - Listener, Backend targets, and an HTTP setting.

  1. Click on Add a rule.

    a. In Add a routing rule dialog, enter a unique Rule name.

    b. Configure Listener settings.

    • Enter a unique Listener Name.
    • For Frontend IP, select Public.
    • For Protocol, select HTTP.
    • For as Port, enter 80.
    • Leave the remaining settings at the default value.
    • Click the Backend targets tab.

    c. Configure Backend targets settings.

    • For Backend Pool, select Target type.
    • For Backend Target, select the backend pool that you created in Step 6.
    • For HTTP Setting, click Create new.

    d. Configure Add an HTTP Setting.

    • Enter an unique HTTP Setting Name.
    • For Backend Protocol, select HTTP.
    • For Backend port, enter Give 80.
    • Leave the remaining settings at the default value.

  2. Click Next : Tags.

  3. Add any necessary, required tags.

  4. Click Next : Review + Create.

  5. Click Create.

A deployment progress page displays the status of your server creation until it is complete, which takes about 5 minutes. When complete, the Azure UI displays all of the resources created for your Application Gateway details:

Locating your SQL database details

After you finalize your SQL database configuration and you are ready to deploy, locate the the SQL Server name for YOUR_DB_HOST and the SQL database name for YOUR_DB_NAME for this database URL string in the “pega” Helm chart:

jdbc:sqlserver://**YOUR_DB_HOST**:1433;databaseName=**YOUR_DB_NAME**;selectMethod=cursor;sendStringParametersAsUnicode=false:

  1. In the upper left corner of your Azure portal, click the Portal menu.

  2. In the Favorites section, select SQL databases.

  3. In the Name column, select the database name that you just created to display it details.

  4. Locate YOUR_DB_NAME and YOUR_DB_HOST.

    You need these names to update your pega.yaml Helm chart.

Installing and deploying Pega Platform using Helm charts – 90 minutes

To deploy Pega Platform by using Helm, customize the default Helm charts that holds the specific settings for your deployment needs and then run a series of Helm commands to complete the deployment.

An installation with deployment will take about 90 minutes total, because a Pega Platform installation in your PostgreSQL database takes up to an hour.

Adding the Pega configuration files to your Helm installation on your local system

Pega maintains a repository of Helm charts that are required to deploy Pega Platform using Helm, including a generic version of the following charts. After you add the repository to your local system, you can customize these Pega configuration files for your Pega Platform deployment:

To customize these files, you must download them from the source github repository to your local system, edit them with a text editor, and then save them to your local system using the same filename.

  1. To add the Pega repository to your Helm installation, enter:

    $ helm repo add pega https://pegasystems.github.io/pega-helm-charts

  2. To verify the new repository, you can search it by entering:

  $ helm search repo pega
  NAME                  CHART VERSION   APP VERSION     DESCRIPTION
  pega/pega             2.2.0                           Helm chart to configure required installation and deployment configuration settings in your environment for your deployment.
  pega/addons           2.2.0           1.0             Helm chart to configure supporting services and tools in your environment for your deployment.
  pega/backingservices  2.2.0                           Helm Chart to provision the latest Search and Reporting Service (SRS) for your Pega Infinity deployment.

The pega and addons charts require customization for your organization’s AKS deployment of Pega Platform. Use of the backingservices chart is optional, but recommended for Pega Infinity 8.6 and later.

Updating the addons.yaml Helm chart values

To configure the use of an Application Gateway Ingress Controller (AGIC) in the addons.yaml file, download the file in the charts/addons folder, edit it with a text editor, and then save it to your local system using the same filename.

  1. Download the example pega/addons addons.yaml to the <local filepath>/aks-demo.

    This example addons file specifies the use of an AGIC and contains several parameters that will specify details from your AKS environment that are required to deploy Pega Platform into your environment.

  2. Use a text editor to open the addons-aks.yaml file and update the following parameters in the chart based on your AKS requirements:

  1. Save the file.

Updating the backingservices.yaml Helm chart values for the SRS (Supported when installing or upgrading to Pega Infinity 8.6 and later)

To configure the parameters in the backingservices.yaml file, download the file in the charts/backingservices folder, edit it with a text editor, and then save it to your local system using the same filename.

  1. To download the backingservices.yaml Helm chart to the <local filepath>\aks-demo, enter:

    $ helm inspect values pega/backingservices > <local filepath>/aks-demo/backingservices.yaml

  2. Use a text editor to open the backingservices.yaml file and update the following parameters in the chart based on your AKS requirements:

Chart parameter name Purpose Your setting
global.imageCredentials.registry: username: password: Include the URL of your Docker registry along with the registry “username” and “password” credentials. <ul><li>url: “<URL of your registry>” </li><li>username: “<Registry account username>”</li><li> password: “<Registry account password>”</li></ul>
global.k8sProvider: Specify the value of your Kubernetes provider. k8sProvider: “aks”
srs.deploymentName: Specify unique name for the deployment based on org app and/or srs applicable environment name. deploymentName: “acme-demo-dev-srs”
srs.srsRuntime.srsImage: Specify the Pega-provided srs-service image, services/search-n-reporting-service:dockerTag that you downloaded and pushed to your Docker registry. srs.srsRuntime.srsImage: “platform-services/search-n-reporting-service:". For `` tag (refer [compatibility matrix](/pega-helm-charts/charts/backingservices/charts/srs/#srs-version-compatibility-matrix))
srs.srsRuntime.imagePullSecretNames: Specify any pre-existing image pull secrets required to pull images from your organization’s registry. (Optional) imagePullSecretNames: [secret1, secret2]
srs.srsStorage.provisionInternalESCluster: Enabled by default to provision an Elasticsearch cluster. <ul><li>Set srs.srsStorage.provisionInternalESCluster:true and run $ make es-prerequisite NAMESPACE=<NAMESPACE_USED_FOR_DEPLOYMENT></li><li>Set srs.srsStorage.provisionInternalESCluster:false if you want to use an existing, externally provisioned ElasticSearch cluster. </li></ul>
srs.srsStorage.domain: port: protocol: basicAuthentication: awsIAM: requireInternetAccess: Disabled by default. Enable only when srs.srsStorage.provisionInternalESCluster is false and you want to configure SRS to use an existing, externally provisioned Elasticsearch cluster. For an Elasticsearch cluster secured with Basic Authentication, use srs.srsStorage.basicAuthentication section to provide access credentials. For an AWS Elasticsearch cluster secured with IAM role based authentication, use srs.srsStorage.awsIAM section to set the aws region where AWS Elasticsearch cluster is hosted. For unsecured managed ElasticSearch cluster do not configure these options. <ul><li>srs.srsStorage.domain: “<external-es domain name>”</li> <li>srs.srsStorage.port: “<external es port>”</li> <li>srs.srsStorage.protocol: “<external es http protocol, http or https>”</li> <li>srs.srsStorage.basicAuthentication.username: “<external es basic Authentication username>”</li> <li>srs.srsStorage.basicAuthentication.password: “<external es basic Authentication password>”</li> <li>srs.srsStorage.awsIAM.region: “<external AWS es cluster hosted region>”</li><li> srs.srsStorage.requireInternetAccess: “<set to true if you host your external Elasticsearch cluster outside of the current network and the deployment must access it over the internet.>”</li></ul>
elasticsearch: volumeClaimTemplate: resources: requests: storage: Specify the Elasticsearch cluster disk volume size. Default is 30Gi, set this value to at least three times the size of your estimated search data size <ul><li>elasticsearch: volumeClaimTemplate: resources: requests: storage: “<30Gi>” </li></ul>

  1. Save the file.

  2. To use an internal Elasticsearch cluster (srs.srsStorage.provisionInternalESCluster:true) for your deployment, you must run $ make es-prerequisite NAMESPACE=<NAMESPACE_USED_FOR_DEPLOYMENT>.

Add supported custom settings for Pega to your deployment

The Pega deployment model supports advanced configurations to fit most existing clients’ needs. If you are a Pega client and have known, required customizations for your deployment and you already use the following files to add your known customizations, you can copy those configurations into the configuration files Pega added for this purpose in the pega-helm-charts repository folder, pega-helm-charts/charts/pega/config/deploy:

Make these changes before you begin deploying Pega Platform using Helm charts.

(Optional) Add Support for providing DB credentials using External Secrets Operator

Create two files following the Kubernetes documentation for External Secrets Operator External Secrets Operator : • An external secret file that specifies what information in your secret to fetch. • A secret store to define access how to access the external and placing the required files in your Helm directory.

Updating the pega.yaml Helm chart values

To configure the parameters in the pega.yaml Helm, download the file in the charts/pega folder, edit it with a text editor, and then save it to your local system using the same filename.

Configure the following parameters so the pega.yaml Helm chart matches your deployment resources in these areas:

  1. To download the pega.yaml Helm chart to the <local filepath>\aks-demo, enter:
helm inspect values pega/pega > <local filepath>/aks-demo/pega.yaml

  1. Use a text editor to open the pega.yaml file and update the following parameters in the chart based on your AKS requirements:

    Chart parameter name Purpose Your setting
    provider: Specify an AKS deployment. provider:”aks”
    actions.execute: Specify a “deploy” deployment type. execute: “deploy”
    Jdbc.url: Specify the server and database name for your Pega Platform installation. <ul><li>url: “jdbc:sqlserver://YOUR_DB_HOST_NAME:1433; databaseName=YOUR_DB_NAME; selectMethod=cursor; sendStringParametersAsUnicode=false” </li><li>To locate YOUR_DB_HOST_NAME and YOUR_DB_NAME of your Azure SQL database, see Locating your SQL database details.</li></ul>
    Jdbc.driverClass: Specify the driver class for this type of database. driverClass: “com.microsoft.sqlserver.jdbc.SQLServerDriver”
    Jdbc.dbType: Specify the database type. dbType: “mssql”
    Jdbc.driverUri: Specify the database driver Pega Platform uses during the deployment. For AKS, reference the URL of the required 8.2.0. driver file that is publicly available in the referenced Maven repository. driverUri: “https://repo1.maven.org/maven2/com/microsoft/sqlserver/mssql-jdbc/8.2.0.jre11/mssql-jdbc-8.2.0.jre11.jar”
    Jdbc: username: password: Set the security credentials for your database server to allow installation of Pega Platform into your database. <ul><li>username: “<name of your database user>”</li><li> password: “<password for your database user>”</li></ul>
    jdbc.rulesSchema: jdbc.dataSchema: Set the names of both your rules and the data schema to the values that Pega Platform uses for these two schemas. rulesSchema: “rules” dataSchema: “data”
    customArtifactory.authentication: basic.username: basic.password: apiKey.headerName: apiKey.value: To download a JDBC driver from your custom artifactory which is secured with Basic or APIKey Authentication. Use customArtifactory.authentication.basic section to provide access credentials or use customArtifactory.authentication.apiKey section to provide APIKey value and dedicated APIKey header details. <ul><li>basic.username: “<Custom artifactory basic Authentication username>”</li><li>basic.password: “<Custom artifactory basic Authentication password>”</li><li>apiKey.headerName: “<Custom artifactory dedicated APIKey Authentication header name>”</li><li>apiKey.value: “<Custom artifactory APIKey value for APIKey authentication>”</li> </ul>
    customArtifactory.certificate: Custom artifactory SSL certificate verification is enabled by default. If your custom artifactory domain has a self-signed SSL certificate, provide the certificate. You can disable SSL certificate verification by setting customArtifactory.enableSSLVerification to false;however, this setting establishes an insecure connection. <ul><li> certificate: “<custom artifactory SSL certificate to be verified>”</li></ul>
    docker.registry.url: username: password: Include the URL of your Docker registry along with the registry “username” and “password” credentials. <ul><li>url: “<URL of your registry>” </li><li>username: “<Registry account username>”</li><li> password: “<Registry account password>”</li></ul>
    docker.imagePullSecretNames Specify the Docker registry secrets to pull an image from a private Docker repository. Refer to Kubernetes Secrets to create Docker registry secrets. imagePullSecretNames: [“secret1”, “secret2”]
    docker.pega.image: Specify the Pega-provided Pega image you downloaded and pushed to your Docker registry. Image: “<Registry host name:Port>/my-pega:<Pega Platform version>”
    tier.name: ”web” tier.ingress.domain: Set a host name for the pega-web service of the DNS zone. <ul><li>domain: “<the host name for your web service tier>” </li><li>tier.ingress.tls: set to true to support HTTPS in the ingress and pass the SSL certificate in the cluster using a secret. For details, see step 12 in the section, Deploying Pega Platform using the command line.</li></ul>
    tier.name: ”web” tier.service.tls: Set this parameter as true to encrypt the traffic between the load balancer/ingress and pods. Beginning with Helm version 2.2.0 Pega provides a default self-signed certificate; Pega also supports specifying your own CA certificate. <ul><li>tier.service.tls.enabled: set to true to enable the traffic encryption </li><li>tier.service.tls.port: 443</li><li>tier.service.tls.targetPort: 8443</li><li>tier.service.tls.keystore: The base64 encoded content of the keystore file. Leave this value empty to use the default, Pega-provided self-signed certificate. The CN(Common Name) of the certificate should match that of the domain specified in tiers.web.ingress.domain, see End-to-end TLS with the v2 SKU.</li><li>tier.service.tls.keystorepassword: the password of the keystore file</li><li>tier.service.tls.cacertificate: the base64 encrypted content of the root CA certificate. Leave this value empty for AKS deployments.</li><li>tier.service.traefik.enabled: set to false as this option is for k8s provider not for AKS</li></ul>
    tier.name: ”stream” (Deprecated) tier.ingress.domain: The “Stream tier” is deprecated, please enable externalized Kafka service configuration under External Services.Set the host name for the pega-stream service of the DNS zone. <ul><li>domain: “<the host name for your stream service tier>” </li><li>Your stream tier host name should comply with your networking standards.</li><li>tier.ingress.tls: set to true to support HTTPS in the ingress and pass the SSL certificate in the cluster using a secret. For details, see step 12 in the section, Deploying Pega Platform using the command line.</li><li>To remove the exposure of a stream from external network traffic, delete the service and ingress blocks in the tier.</li></ul>
    pegasearch: For Pega Platform 8.6 and later, Pega recommends using the chart ‘backingservices’ to enable Pega SRS. To deploy this service, you must configure your SRS cluster using the backingservices Helm charts and provide the SRS URL for your Pega Infinity deployment. <ul><li>externalSearchService: true</li><li>externalURL: pegasearch.externalURL For example, http://srs-service.mypega-pks-demo.svc.cluster.local </li></ul>
    installer.image: Specify the Pega-provided Docker installer image that you downloaded and pushed to your Docker registry. Image: “<Registry host name:Port>/my-pega-installer:<Pega Platform version>”
    installer. adminPassword: Specify an initial administrator@pega.com password for your installation. This will need to be changed at first login. The adminPassword value cannot start with “@”. adminPassword: “<initial password>”
    hazelcast: For Pega Platform 8.6 and later, Pega recommends using Hazelcast in client-server model. Embedded deployment would not be supported in future platform releases.  
    hazelcast.image: hazelcast.clusteringServiceImage: Specify the Pega-provided clustering-service Docker image that you downloaded and pushed to your Docker registry. Image: “/my-pega-installer:”
    hazelcast.enabled: hazelcast.clusteringServiceEnabled: hazelcast.replicas: hazelcast.username: hazelcast.password: Enable the use of Hazelcast in client-server model for the version of Pega Platform, configure the number of replicas and set a username and password for authentication. <ul><li>enabled: true/false
    Setting above to true will deploy Pega Platform using a client-server Hazelcast model for version 8.6 through 8.7.x. Note: Make sure to set this value as “false” if your Pega Platform version is earlier than “8.6”; if not set, the installation will fail. </li><li>clusteringServiceEnabled: true/false
    Setting above to true will deploy Pega Platform using a client-server Hazelcast model for version 8.8 and later. </li><li>replicas: <Enter a number of members to join the Hazelcast cluster (use 3 or more based on the size of the deployment).> </li><li>username: “" </li><li> password: "" </li></ul>
    stream.enabled: stream.bootstrapServer: stream.securityProtocol: stream.trustStore: stream.trustStorePassword: stream.keyStore: stream.keyStorePassword: stream.saslMechanism: stream.jaasConfig: stream.streamNamePattern: stream.replicationFactor: stream.external_secret_name: Enable an externalized kafka configuration to connect to your existing stream service, by configuring these required settings <ul><li>enabled: true/false
    Set to true if you want to deploy Pega Platform to use an externalized Kafka configuration, otherwise leave set to false. Note: Pega recommends enabling an externalized Kafka configuration and has deprecated using a stream tier configuration starting at version 8.7.</li><li>bootstrapServer: Provide your existing Kafka broker URLs separated by commas.</li><li>securityProtocol: Provide the required security protocol that your deployment will use to communicate with your existing brokers. Valid values are: PLAINTEXT, SSL, SASL_PLAINTEXT, SASL_SSL.</li><li> trustStore: When using a trustStore certificate, you must also include a Kubernetes secret name, that contains the trustStore certificate, in the global.certificatesSecrets parameter. Pega deployments only support trustStores using the Java Key Store (.jks) format.</li><li> trustStorePassword: If required, provide keyStore value in plain text.</li><li> keyStore: When using a keyStore certificate, you must also include a Kubernetes secret name, that contains the keyStore certificate, in the global.certificatesSecrets parameter. Pega deployments only support keyStores using the Java Key Store (.jks) format.<li> keyStorePassword: If required, provide keyStore value in plain text.</li><li> jaasConfig: If required, provide jaasConfig value in plain text.</li><li> saslMechanism: If required, provide SASL Mechanism. Supported values are: PLAIN, SCRAM-SHA-256, SCRAM-SHA-512.</li> <li> streamNamePattern: By default, topics originating from Pega Platform have the “pega-“ prefix, so that it is easy to distinguish them from topics created by other applications. Pega supports customizing the name pattern for your Externalized Kafka configuration for each deployment.</li> <li> replicationFactor: Your replicationFactor value cannot be more than the number of Kafka brokers and 3.</li> <li> external_secret_name: To avoid exposing trustStorePassword, keyStorePassword, and jaasConfig parameters, leave the values empty and configure them using an External Secrets Manager, making sure that you configure the keys in the secret in the order:STREAM_TRUSTSTORE_PASSWORD, STREAM_KEYSTORE_PASSWORD and STREAM_JAAS_CONFIG. Enter the external secret name.</li></ul>

  2. Save the file.

    Note: To connect AKS with an Azure SQL database using managed Identity, you must include the Authentication type as well as msiClientId if using user assigned managed identity under jdbc.connectionProperties.
    example: connectionProperties: "selectMethod=cursor;Authentication=ActiveDirectoryMSI;msiClientId=<clientId>;"

    As an authentication alternative, you can configure an AAD Pod Identity to manage authentication access for VMSS of your cluster to Azure SQL database. Use the tier[*].podLabels parameter to pass a aadpodidbinding label to your Pega pod to enable it to discover your AAD Pod Identity. For Installer pod use "installer".podLabels example:

        tier:  
     - name: "web"  
       nodeType: "Stream,BackgroundProcessing,WebUser,Search"  
       podLabels:   
         aadpodidbinding: <label>
    ...
    installer:
       image: <installer_image>
       podLabels:
         aadpodidbinding: <label>

Changes in Backend setting if tiers.service.tls.domain is true

If you set tiers.service.tls.enabled to true and the certificate in the keystore is issued by a valid CA authority, no additional steps is required. If the certificate in the keystore is a self-signed or not issued by a valid certificate authority, you must include the following additional configuration in your Azure application gateway,

Deploying Pega Platform using the command line

A Helm installation and a Pega Platform installation are separate processes. The Helm install command uses Helm to install your deployment as directed in the Helm charts, one in the charts\addons folder and one in the charts\pega folder.

In this document, you specify that the Helm chart always “deploys” by using the setting, actions.execute: “deploy”. In the following tasks, you overwrite this function on your initial Helm install by specifying --set global.actions.execute:install-deploy, which invokes an installation of Pega Platform using your installation Docker image and then automatically followed by a deploy. In subsequent Helm deployments, you should not use the override argument, --set global.actions.execute=, since Pega Platform is already installed in your database.

  1. Do one of the following:

$ cd <local filepath>\aks-demo

  1. To use the Azure CLI to log into your account, enter:

    $ az login

A new web browser window opens, which prompts you to log into your Azure account.

  1. Log into the Azure account that you want use to deploy Pega Platform.

    After you log into your Azure home page, ensure that you see confirmation information in your command prompt. For example, in a Windows PowerShell you’ll see confirmation of your credentials similar to this screen shot.

If you cannot log into your Azure home page or see that the Azure CLI does not recognize your account correctly, contact your Microsoft account representative.

  1. In the upper right corner of your web browser, click Portal.

    You are brought to your Azure home page.

  2. In the Recent resources area, click your cluster to review the name and the resource group with which it is associated.

  3. To prepare your environment using the Azure CLI, enter:

$ az aks get-credentials --resource-group <resource-group-name> --name <cluster-name>
Merged "runbook-demo" as current context in <local filepath>\<cluster-name>.kube\config

  1. To use the kubectl command to view the VM nodes created when you created the AKS cluster, enter:

    $ kubectl get nodes

  1. To establish a required cluster role binding setting so that you can launch the Kubernetes dashboard, enter:

    $ kubectl create clusterrolebinding dashboard-admin -n kube-system --clusterrole=cluster-admin --serviceaccount=kube-system:kubernetes-dashboard

  2. To launch the Kubernetes dashboard to view your AKS resources before you deploy Pega Platform by replacing the names specific to your AKS cluster, enter:

    $ az aks browse --resource-group <resource-group-name> --name <cluster-name>

The basic Kubernetes dashboard

You can now view your AKS cluster details using the Kubernetes dashboard. After you install Pega software, you can use this dashboard to review the status of all of the related Kubernetes objects used in your deployment. Without a deployment, only AKS resources display. The dashboard does not display your cluster name or your resource name, which is expected behavior.

To continue using the Kubernetes dashboard to see the progress of your deployment, keep this PowerShell or Linux shell open.
  1. Do one of the following:
  1. To create namespaces in preparation for the pega.yaml and addons.yaml deployments, enter:
    $ kubectl create namespace mypega
    namespace/mypega created
    $ kubectl create namespace pegaaddons
    namespace/pegaaddons created

  1. (Optional: To support HTTPS connectivity with Pega Platform) To pass the appropriate certificate to the ingress using a Kubernetes secret, enter:

    $ kubectl create secret tls <secret-name> --cert <cert.crt-file> --key <private.key-file> --namespace <namespace-name>

To use a secrets file, make the following changes in the pega.yaml file for the exposed tiers in your deployment:

ingress:
  domain: "web.dev.pega.io"
  tls:
    enabled: true
    secretName: <secret-name>
    useManagedCertificate: false

  1. To ensure the certificate is working in the cluster, enter:

    $ kubectl get secrets --namespace <namespace-name>

  2. To install the addons chart, which you updated in Preparing your AKS resources, enter:

    $ helm install addons pega/addons --namespace pegaaddons --values addons-aks.yaml
    NAME: addons
    LAST DEPLOYED: Fri Jan  3 18:58:28 2020
    NAMESPACE: pegaaddons
    STATUS: deployed
    REVISION: 1

A successful pegaaddons deployment returns details of deployment progress. For further verification of your deployment progress, you can refresh the Kubernetes dashboard and look in the pegaaddons Namespace view.

  1. For Pega Platform 8.6 and later installations, to install the backingservices chart that you updated in Preparing your AKS resources, enter:
    $ helm install backingservices pega/backingservices --namespace mypega --values backingservices.yaml
    NAME: backingservices
    LAST DEPLOYED: Fri Jan  3 18:58:28 2020
    NAMESPACE: mypega
    STATUS: deployed
    REVISION: 1
  1. To deploy Pega Platform for the first time by specifying to install Pega Platform into the database specified in the Helm chart when you install the pega.yaml Helm chart, enter:
    $ helm install mypega-aks-demo pega/pega --namespace mypega --values pega.yaml --set global.actions.execute=install-deploy
    NAME: mypega-aks-demo
    LAST DEPLOYED: Fri Jan  3 19:00:19 2020
    NAMESPACE: mypega-aks-demo
    STATUS: deployed
    REVISION: 1
    TEST SUITE: None

For subsequent Helm installs, use the command helm install mypega-aks-demo pega/pega --namespace mypega --values pega.yaml to deploy Pega Platform and avoid another Pega Platform installation.

A successful Pega deployment immediately returns details that show progress for your deployment.

  1. Refresh the Kubernetes dashboard that you opened in step 9. If you closed the dashboard, open a new command prompt running as Administrator and relaunch the web browser as directed in Step 9.

  2. In the dashboard, in Namespace select the mypega-aks-demo view and then click on the Pods view.

    Note: A deployment takes about 15 minutes for all resource configurations to initialize; however a full Pega Platform installation into the database can take up to an hour.

    To follow the progress of an installation, use the dashboard. For subsequent deployments, you do not need to do this. Initially, while the resources make requests to complete the configuration, you will see red warnings while the configuration is finishing, which is expected behavior.

  3. To view the status of an installation, on the Kubernetes dashboard, select Jobs, locate the pega-db-install job, and click the logs icon on the right side of that row.

    After you open the logs view, you can click the icon for automatic refresh to see current updates to the install log.

  4. To see the final deployment in the Kubernetes dashboard after about 15 minutes, refresh the mypega-aks-demo namespace pods.

    A successful deployment does not show errors across the various workloads. The mypega-aks-demo Namespace Overview view shows charts of the percentage of complete tiers and resources configurations. A successful deployment has 100% complete Workloads.

Logging in to Pega Platform – 10 minutes

After you complete your deployment, the deployment AGIC Gateway automatically assigns the IP address to the load balancer for the tier during deployment and associates it with host name of the pega-web tier ingress. The host name of the pega-web tier ingress used in this demo, aks.web.dev.pega.io, is specified in the pega.yaml file in the following lines:

tier:
  - name: "web"

    service:
      # Enter the domain name to access web nodes via a load balancer.
      #  e.g. web.mypega.example.com
      domain: "aks.web.dev.pega.io"

With the ingress host name name associated with an IP address in the load balancer in your DNS service, you can log in to Pega Platform with a web browser using the URL: http://\<pega-web tier ingress host name>/prweb.