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Document Virtual Routers functionality - #102

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@kvaps Andrei Kvapil (kvaps) commented Mar 10, 2025 •

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feature link: cozystack/cozystack#687

Summary by CodeRabbit

  • Documentation
    • Added a new section titled "Virtual Routers" to the Cozystack documentation.
    • Included a detailed subsection on "Creating a Virtual Router" with step-by-step instructions and command examples for users.

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Walkthrough

This update adds a new "Virtual Routers" section to the Cozystack documentation. The section provides detailed instructions on setting up a virtual router using the vm-instance and virtual-machine packages and outlines the manual steps an administrator must perform—such as disabling anti-spoofing protection, restarting the VM, retrieving its IP, and configuring custom routes via kubectl. These changes ensure the documentation covers the functionality introduced in version v0.27.0.

Changes

Files Change Summary
content/en/docs/virtualization.md Added the "Virtual Routers" section with subsections "Creating a Virtual Router" and detailed steps for the creation process, including necessary commands.

Sequence Diagram(s)

sequenceDiagram
    participant Tenant
    participant VM_Package as VM-Instance/Virtual-Machine Package
    participant Administrator
    Tenant->>VM_Package: Initiate Virtual Router Creation
    VM_Package-->>Tenant: Provision VM instance
    Tenant->>Administrator: Request enabling of Virtual Router functionality
Loading
sequenceDiagram
    participant Administrator
    participant VirtualRouterVM as Virtual Router VM
    participant CozyStack
    Administrator->>VirtualRouterVM: Disable anti-spoofing protection
    Administrator->>VirtualRouterVM: Restart VM and retrieve IP
    Administrator->>CozyStack: Configure tenant namespace with custom routes via kubectl
Loading

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Actionable comments posted: 3

🧹 Nitpick comments (12)
content/en/docs/virtualization.md (12)

339-344: Grammar Improvement: Missing Determiner in Virtual Routers Description
In the sentence “Virtual router backed by a virtual machine instance with a special configuration,” a determiner is missing. Consider revising it to:
“A virtual router backed by a virtual machine instance with a special configuration.”

🧰 Tools
🪛 LanguageTool

[uncategorized] ~342-~342: A determiner appears to be missing. Consider inserting it.
Context: ...ute traffic between different networks. Virtual router backed by a virtual machine inst...

(AI_EN_LECTOR_MISSING_DETERMINER)


351-356: Typographical Correction: "anti-spoofiging"
There is a typo in “disable anti-spoofiging protection for the vm-instance.” Please correct “anti-spoofiging” to “anti-spoofing.”


357-359: Code Block Enhancement: Specify Language for Patch Command
The fenced code block for the patch command does not specify a language. Adding a language specifier (for example, using “```bash”) will improve syntax highlighting and readability.

🧰 Tools
🪛 markdownlint-cli2 (0.17.2)

357-357: Fenced code blocks should have a language specified
null

(MD040, fenced-code-language)


361-366: Code Block Enhancement: Specify Language for Restart Commands
The code block containing the restart commands should include a language specifier (e.g., “```bash”) to maintain consistency with other code blocks.

🧰 Tools
🪛 markdownlint-cli2 (0.17.2)

363-363: Fenced code blocks should have a language specified
null

(MD040, fenced-code-language)


368-371: Grammar and Code Block Enhancement: Missing Article & Language Specification
For clarity, consider updating “Get IP-address for your virtual router:” to “Get an IP address for your virtual router:”. Also, please specify the language (e.g., “```bash”) for the code block.

🧰 Tools
🪛 LanguageTool

[uncategorized] ~368-~368: You might be missing the article “an” here.
Context: ... start virtual-machine-example Get IP-address for your virtual router: ku...

(AI_EN_LECTOR_MISSING_DETERMINER_AN)

🪛 markdownlint-cli2 (0.17.2)

369-369: Fenced code blocks should have a language specified
null

(MD040, fenced-code-language)


373-379: Code Block Enhancement: Specify Language for Namespace Edit Command
The code block for editing the tenant namespace lacks a language specifier. Adding one (e.g., “```bash”) will enhance clarity and maintain consistency across the document.

🧰 Tools
🪛 markdownlint-cli2 (0.17.2)

377-377: Fenced code blocks should have a language specified
null

(MD040, fenced-code-language)


382-389: Code Block Enhancement: Specify Language for Annotation YAML
The fenced code block displaying the annotation should include a language tag (e.g., “```yaml”) to ensure proper formatting and improve readability.

🧰 Tools
🪛 markdownlint-cli2 (0.17.2)

383-383: Fenced code blocks should have a language specified
null

(MD040, fenced-code-language)


417-422: Code Block Consistency: Restart Virtual Machine
The restart commands are clear; however, as with previous command blocks, add a language specifier (e.g., “```bash”) for consistency.


424-428: Consistency Check: Retrieve VM IP Address Command
The command to retrieve the VM IP address is correct. Please add a language tag (e.g., “```bash”) to the fenced code block for clarity.


430-434: Sample Output Formatting: VM IP Address Display
Including the sample output is very helpful. For improved consistency, consider specifying the language (e.g., “```console”) in the fenced code block showing the sample output.


436-445: Instruction Clarity: Configure Custom Routes
The steps for configuring custom routes are clear. However, ensure that the instruction separating the namespace edit command and the subsequent annotation is distinct and that the code block for “kubectl edit namespace tenant-example” uses a language specifier (e.g., “```bash”).


446-452: Code Block Enhancement: Specify YAML for Annotation
The annotation code block should include a language tag (e.g., “```yaml”) to ensure proper syntax highlighting and readability for YAML content.

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🧰 Additional context used
🪛 LanguageTool
content/en/docs/virtualization.md

[uncategorized] ~342-~342: A determiner appears to be missing. Consider inserting it.
Context: ...ute traffic between different networks. Virtual router backed by a virtual machine inst...

(AI_EN_LECTOR_MISSING_DETERMINER)


[uncategorized] ~368-~368: You might be missing the article “an” here.
Context: ... start virtual-machine-example Get IP-address for your virtual router: ku...

(AI_EN_LECTOR_MISSING_DETERMINER_AN)


[typographical] ~372-~372: Consider adding a comma here.
Context: ...irtual router: kubectl get vmi After that you can configure custom routes for the...

(FOR_THAT_COMMA)

🪛 markdownlint-cli2 (0.17.2)
content/en/docs/virtualization.md

357-357: Fenced code blocks should have a language specified
null

(MD040, fenced-code-language)


363-363: Fenced code blocks should have a language specified
null

(MD040, fenced-code-language)


369-369: Fenced code blocks should have a language specified
null

(MD040, fenced-code-language)


377-377: Fenced code blocks should have a language specified
null

(MD040, fenced-code-language)


383-383: Fenced code blocks should have a language specified
null

(MD040, fenced-code-language)


394-394: Multiple headings with the same content
null

(MD024, no-duplicate-heading)

🔇 Additional comments (2)
content/en/docs/virtualization.md (2)

407-415: Verification: Disable Anti-Spoofing Command
The command to disable anti-spoofing protection is clear. Please verify that the annotation key (ovn.kubernetes.io/port_security) matches your cluster’s configuration requirements.


453-455: Instruction Clarity: Custom Routes Application
The note indicating that the custom routes will be applied to all pods is clear and informative.

Comment thread content/en/docs/virtualization.md Outdated
Comment thread content/en/docs/virtualization.md Outdated
Comment thread content/en/docs/virtualization.md Outdated

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I propose to rename the feature early, as its current name is easily confused with the OVN feature.

Comment thread content/en/docs/virtualization.md Outdated

## Virtual Routers

Since version v0.27.0, Cozystack provides a virtual routers functionality.

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A virtual router is usually a cloud-provided entity. Here we provide the ability to use a virtual machine as a router (which usually also requires some additional configuration effort in most clouds). AWS uses the term "middlebox appliance" and GCP uses "router appliance". I'd prefer the latter.

@NickVolynkin Nick Volynkin (NickVolynkin) Mar 17, 2025 •

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I've mentioned "middlebox appliance" and "router appliance" as alternative terms so that readers can recognize them.

Comment thread content/en/docs/virtualization.md Outdated
### Virtual Router Creation

You can create a virtual machine instance using standard `vm-instance` and `virtual-machine` packages.
Later, you need to contact your administrator to enable the virtual router functionality for this instance.

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But... I'm the administrator (windows joke).

This document is intended primarily for administrators. Should it be "Only the cluster administrator can enable the router feature on a virtual machine."?

Also, 's/functionality/feature/'.

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If both parts are likely done by the same person, why don't we merge them into one chapter?

Creating a Virtual Router

  1. Create a VM
  2. Disable anti-spoofing protection
  3. ...

Comment thread content/en/docs/virtualization.md Outdated
Comment thread content/en/docs/virtualization.md Outdated
@NickVolynkin Nick Volynkin (NickVolynkin) changed the title Document Virtual Routers functionality [wip] Document Virtual Routers functionality Mar 17, 2025
@NickVolynkin
Nick Volynkin (NickVolynkin) marked this pull request as draft March 17, 2025 11:50
Comment thread content/en/docs/virtualization.md
Comment thread content/en/docs/virtualization.md Outdated
Comment thread content/en/docs/virtualization.md Outdated
Use the standard `vm-instance` and `virtual-machine` packages to create a virtual machine instance.

1. **Disable Anti-Spoofing Protection**<br/>
Run the following command to disable anti-spoofing protection for the VM instance:

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Timofei Larkin (@lllamnyp) It would be nice to explain why we need to disable anti-spoofing. Can you give a short explanation?

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We'll need Andrei Kvapil (@kvaps) for that. I'm not sure I understand the network setup fully for this use case, I guess when the VM is a router, it has IP packets coming from it that don't have the VMs IP as the source address and this gets blocked by default.

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Ok, I've reworded it a bit, hope it sounds better now.

@kvaps Andrei Kvapil (kvaps) Mar 17, 2025 •

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Nick Volynkin (@NickVolynkin) Timofei Larkin (@lllamnyp), when forwarding packets through this VM, the packets leaving the VM have a source IP address different from this VM. To prevent these packets from being dropped, we need to disable anti-spoofing protection.

Comment thread content/en/docs/virtualization.md
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Actionable comments posted: 0

🧹 Nitpick comments (5)
content/en/docs/virtualization.md (5)

346-350: Section: Creating a Virtual Router
This section concisely explains that a Cozystack administrator account is required. Consider adding a brief note on why an administrator is needed (for example, outlining any elevated permissions or security implications) to help less experienced users understand the context.


350-381: Ordered List Formatting
The steps for setting up a virtual router are all marked as "1." which is a common Markdown shorthand relying on auto-numbering. Please verify that the final rendered output displays sequential numbering for clarity. Additionally, the use of <br/> to force line breaks is acceptable if it meets your formatting needs, but double-check its compatibility with Hugo’s Markdown rendering.


353-359: Step: Disable Anti-Spoofing Protection
The provided kubectl patch command is clear and correct. However, a short explanation of why disabling anti-spoofing is necessary (for example, to prevent legitimate network traffic from being dropped by strict security policies) would add useful context for administrators.


361-367: Step: Restart the Virtual Machine
The commands to stop and start the virtual machine are straightforward. It might be helpful to mention if a brief waiting period is expected between stopping and starting to ensure a clean restart, especially in slower environments.


381-396: Step: Configure Custom Routes
The instructions and YAML snippet for adding custom routes are well structured. To further assist readers, consider including a brief explanation of the roles of the "dst" (destination network) and "gw" (gateway) fields, clarifying that the snippet must be adapted if multiple routes are needed.

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content/en/docs/virtualization.md (3)

339-345: New Section: Virtual Routers Overview
The new "Virtual Routers" section clearly introduces the feature added in v0.27.0 and uses alternative terminology ("router appliances" and "middlebox appliances") to aid user recognition.


368-379: Step: Retrieve the IP Address
Including the command kubectl get vmi along with a sample output helps users verify that the VM is running and to locate its IP address. This is clear and practical.


337-399: Overall Feedback on Virtual Router Documentation
The new section is comprehensive and systematically guides the administrator through each required step—from creating the VM to configuring custom routes. Please ensure that all commands have been tested in your environment, and consider adding troubleshooting tips or common pitfalls if end users encounter issues.

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🧹 Nitpick comments (3)
content/en/docs/virtualization.md (3)

342-344: "Creating a Virtual Router" Subsection: Prerequisites and Clarity
The subsection properly informs the reader that a Cozystack administrator account is required. To further assist readers who may be unfamiliar with the network configuration, consider adding a brief explanation on why administrator privileges are needed (e.g., modifying VM settings or editing tenant namespaces requires elevated rights).


347-353: Step: Disable Anti-Spoofing Protection – Command Detail
The provided kubectl patch command is expressed clearly and achieves the goal of disabling anti-spoofing protection. It would be beneficial to include a brief note (or link to an explanation) outlining why disabling port security is necessary for routing non-primary IP packets; this extra context can help administrators understand the network trade-offs.


337-400: Overall Documentation Integration & Additional Context
The Virtual Routers section is well integrated within the existing virtualization documentation, providing a thorough, step-by-step guide. As an enhancement, consider adding a troubleshooting or tips subsection for cases where the kubectl patch command or other steps might fail. This additional guidance would further empower administrators during deployment.

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content/en/docs/virtualization.md (5)

337-341: New Virtual Routers Section: Clarity & Completeness
The new section introduces the virtual router feature clearly, including the alternative terms ("router appliances" and "middlebox appliances") and a reference to the version in which the feature debuted.


348-351: Step 1 – Create a VM Instance: Clear Guidance
The instruction to use the standard vm-instance and virtual-machine packages is clear. This guidance appropriately leverages existing documented concepts and directs administrators to follow familiar procedures for creating a virtual machine instance.


354-359: Step: Restart the Virtual Machine – Clear & Concise
The instructions to stop and start the virtual machine using virtctl are straightforward. The code block is well formatted and provides the necessary commands for restarting the VM instance.


360-367: Step: Retrieve the IP Address – Clear Instructions
The guidance to run kubectl get vmi to retrieve the VM’s IP address is clear. Consider emphasizing that the retrieved IP must be noted for configuring custom routes in a later step.


372-388: Step: Configure Custom Routes for a Tenant – Annotation Clarity
The instructions and YAML snippet for editing the tenant namespace to add custom routes are clear. It might be useful to include a note that administrators should replace the example values (e.g., "gw": "10.244.8.56" and "dst": "10.10.13.0/24") with those that correspond to their own network environment.

@NickVolynkin
Nick Volynkin (NickVolynkin) force-pushed the virtual-routers branch 2 times, most recently from d232505 to 1d33328 Compare March 17, 2025 14:04

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🧹 Nitpick comments (3)
content/en/docs/virtualization.md (3)

346-350: "Creating a Virtual Router" Subsection: Heading Clarity
The subsection title and the note that a Cozystack administrator account is required make the prerequisites clear. Consider adding a brief explanation on why administrator privileges are necessary for creating a virtual router—this may help less-experienced users understand the security or configuration implications.


353-359: Step 2: Disable Anti-Spoofing Protection
The provided kubectl patch command is correct and essential for allowing the VM to function as a router. It would be beneficial, however, to include a short note explaining why disabling anti-spoofing is necessary (for example, to permit packets with non-default source addresses, which is common in routing scenarios).


381-397: Step 5: Configure Custom Routes for a Tenant
The instructions for editing the tenant namespace and adding the custom routes annotation are well-structured and clear. For added flexibility, consider a brief note indicating whether multiple route entries can be provided within a single annotation if needed.

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content/en/docs/virtualization.md (4)

339-342: New "Virtual Routers" Section: Clear and Informative
The section clearly introduces the virtual router functionality and includes alternative terms ("router appliances" or "middlebox appliances") along with a version reference to v0.27.0. This addition significantly enhances the documentation by explaining a new feature in Cozystack.


350-352: Step 1: Create a VM Instance
This step succinctly directs users to use the vm-instance and virtual-machine packages to create a virtual machine instance. The instruction is clear and sets the stage for the subsequent steps.


361-366: Step 3: Restart the Virtual Machine
The restart instructions are clear and come with an accurate command snippet. No additional changes are needed unless there are state-related side effects that should be documented for clarity.


368-374: Step 4: Retrieve the IP Address of the VM
This step is well-documented with a command example and sample output, which helps users easily identify the new VM's IP address. Excellent use of concrete examples.

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🧹 Nitpick comments (7)
content/en/docs/virtualization.md (7)

339-345: Introduction of Virtual Routers Section:
The new “Virtual Routers” section clearly introduces the feature and its alternative names ("router appliances" or "middlebox appliances"). Verify that the version tag ([v0.27.0]) is accurate and consider adding a brief note on the intended scenarios for using virtual routers.


346-350: Section Header and Admin Requirement Clarification:
The “### Creating a Virtual Router” header is descriptive. It might help to reiterate at the beginning of this subsection that these procedures require a Cozystack administrator account to eliminate any ambiguity for readers.


350-352: VM Instance Creation Step Formatting:
The instruction for creating a VM Instance is concise and clear. The use of an inline <br/> is acceptable if it renders correctly in Hugo; however, please confirm that this formatting is consistent with the rest of the documentation.


353-360: Disabling Anti-Spoofing Protection Details:
The provided kubectl patch command to disable anti-spoofing is correct. Consider adding a short explanation—such as noting that disabling anti-spoofing is necessary to allow the VM to route packets with non-standard source addresses—to help administrators understand both the functionality and its security implications.


361-367: Restarting the Virtual Machine:
The steps using virtctl stop and virtctl start accurately describe the restart process. A brief note indicating any expected delays or prerequisites before the VM can be restarted might improve user guidance in troubleshooting scenarios.


368-373: Retrieving the VM IP Address:
The command to run kubectl get vmi is straightforward. It may be beneficial to mention which column in the command output displays the IP address, so users know exactly where to look, especially if the output format changes in future releases.


381-400: Custom Routes Configuration Explanation:
The directions for editing the tenant namespace to add custom routes are well detailed. Consider including a brief explanation of how the custom routes influence network traffic to pods within the tenant, and ensure that users double-check the JSON syntax embedded in the YAML annotation (especially the indentation and array format).

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🧹 Nitpick comments (4)
content/en/docs/virtualization.md (4)

339-344: New Virtual Routers Section: Clear Introduction
The added "Virtual Routers" section provides a succinct introduction, clearly stating the feature and offering alternative names (i.e., "router appliances" and "middlebox appliances"). For added clarity and completeness, consider including a brief note on any prerequisites or compatibility details (e.g., required network setup or supported environments).


346-351: Creating a Virtual Router: Header and Initial Step Clarity
The "### Creating a Virtual Router" header and the instruction that a Cozystack administrator account is required set a clear context. The first step ("Create a VM Instance") is easy to follow; however, instead of relying on HTML <br/> for line breaks, you might consider using markdown’s native line breaks or multiple lines to ensure consistent rendering across platforms.


353-359: Disabling Anti-Spoofing Protection: Context and Rationale
The instructions and the accompanying kubectl patch command are correct. To help administrators understand potential security implications, consider adding a brief explanation about why anti-spoofing protection must be disabled (for example, to allow the VM to forward traffic with alternate source addresses when acting as a router).


381-397: Configuring Custom Routes: Clarification on Annotation Values
The instructions for editing the tenant namespace and configuring custom routes are well structured. To improve clarity, consider adding a brief note that explains the role of the gw (gateway IP) and dst (destination subnet) values—particularly for readers who might not be familiar with this configuration detail.

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content/en/docs/virtualization.md (2)

361-367: Restarting the Virtual Machine: Clear and Concise
The restart step, which uses virtctl stop and virtctl start, is straightforward and well-documented. No changes are needed here.


368-373: Retrieving the VM IP Address: Good Detail
This section clearly explains how to obtain the VM's IP address using kubectl get vmi and includes a sample output. For environments with multiple VMs, you might note if any additional filtering or clarification is necessary for uniquely identifying the desired VM.

@NickVolynkin Nick Volynkin (NickVolynkin) changed the title [wip] Document Virtual Routers functionality Document Virtual Routers functionality Mar 17, 2025
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Andrei Kvapil (kvaps) merged commit 9230c6e into main Mar 17, 2025
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Andrei Kvapil (kvaps) deleted the virtual-routers branch March 17, 2025 16:25
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