Kubernetes Operators

While Custom Resource Definitions (CRDs) extend the Kubernetes API with new resource types, Operators add application-specific logic to manage these resources. Operators are the next level of Kubernetes extensibility, allowing you to automate complex, stateful applications by encoding domain knowledge into Kubernetes-native controllers.

What are Kubernetes Operators?

An Operator is a method of packaging, deploying, and managing a Kubernetes application. It extends Kubernetes by adding application-specific operational knowledge.

The Operator Pattern

The operator pattern consists of:

  1. Custom Resource Definition (CRD): Defines the schema for your custom resource
  2. Custom Controller: Watches for changes to custom resources and takes action to reconcile the actual state with the desired state
  3. Domain-Specific Knowledge: Encodes operational knowledge about a specific application or service

At its core, an operator implements the reconciliation loop pattern used throughout Kubernetes, continuously working to ensure the actual state of the system matches the desired state defined in your custom resources.

Why Use Operators?

Operators provide several key benefits:

BenefitDescription
AutomationAutomate complex operational tasks like backups, scaling, and upgrades
Self-healingAutomatically detect and recover from failures
Domain expertiseEncode application-specific knowledge into the cluster
ConsistencyEnsure applications are deployed and managed consistently
Reduced operational burdenMinimize manual intervention for routine operations
Kubernetes-nativeLeverage existing Kubernetes patterns and tools

Examples of Common Operators

Many popular applications have operators available:

OperatorPurposeFeatures
Prometheus OperatorManages Prometheus monitoring deploymentsAutomated configuration, alerts management, ServiceMonitor resources
Elasticsearch OperatorManages Elasticsearch clustersScaling, upgrades, data replication, backup/restore
PostgreSQL OperatorManages PostgreSQL databasesAutomated failover, backups, upgrades, connection pooling
Istio OperatorManages Istio service meshInstallation, upgrades, configuration
Cert-ManagerManages TLS certificatesCertificate issuance, renewal, integration with multiple issuers

How Operators Work

Operators implement a controller that watches for changes to custom resources and takes action to reconcile the actual state with the desired state.

The Reconciliation Loop

The heart of an operator is its reconciliation loop:

  1. Watch: Monitor for changes to custom resources
  2. Compare: Compare the current state with the desired state
  3. Act: Take action to align the current state with the desired state
  4. Update: Update the status of the custom resource to reflect the current state
  5. Repeat: Continue watching for changes

Example: Simple Operator Implementation

Here’s a high-level view of what an operator might do for our Website example:

// Simplified pseudo-code for a Website operator
func (c *Controller) reconcileWebsite(website Website) error {
    // Check if deployment exists
    deployment, err := getDeployment(website.Name)
    if err != nil {
        // Create a new deployment
        deployment = createDeploymentSpec(website)
        return createDeployment(deployment)
    }

    // Update deployment if specs have changed
    if deploymentNeedsUpdate(deployment, website) {
        updateDeployment(deployment, website)
    }

    // Check if service exists
    service, err := getService(website.Name)
    if err != nil {
        // Create a new service
        service = createServiceSpec(website)
        return createService(service)
    }

    // Update service if needed
    if serviceNeedsUpdate(service, website) {
        updateService(service, website)
    }

    // Handle ingress for the domain
    ingress, err := getIngress(website.Name)
    if err != nil {
        // Create a new ingress
        ingress = createIngressSpec(website)
        return createIngress(ingress)
    }

    return nil
}

This operator would watch for Website resources and ensure the corresponding Deployments, Services, and Ingresses are created and maintained.

Building Operators

Several frameworks and toolkits are available for building Kubernetes operators, each with different approaches and strengths:

Operator Development Toolkits

ToolkitDescriptionBest ForKey Features
Operator SDKPart of the Operator Framework, supports multiple languages (Go, Ansible, Helm)Teams looking for a complete framework with multiple implementation optionsScaffolding, testing utilities, OLM integration
KubebuilderGo-based framework maintained by Kubernetes SIGsGo developers who want direct control over the controller implementationDeep integration with controller-runtime, strong conventions
KUDOKubernetes Universal Declarative OperatorUsers who prefer a declarative approach without codingDeclarative operator definition, no programming required
KopfKubernetes Operator Pythonic FrameworkPython developersLightweight, focuses on ease of use for Python developers
MetacontrollerLightweight operator frameworkSimple use cases with webhook-based logicSupports any language via webhooks, minimal boilerplate

Language Choices

The choice of programming language affects how you’ll implement your operator:

  • Go: The most common choice, with the strongest ecosystem support and direct access to Kubernetes client libraries
  • Python: Easier learning curve but may have performance limitations for complex operators
  • Ansible: Good for operators that primarily perform configuration management tasks
  • Helm: Suitable for operators that primarily deploy applications defined in Helm charts

Operator Maturity Model

Operators can range from simple to highly sophisticated. The Operator Capability Levels define this progression:

LevelCapabilityDescription
Level 1Basic InstallationAutomated application installation and configuration
Level 2Seamless UpgradesUpgrade between versions with minimal disruption
Level 3Full LifecycleBackups, failure recovery, scaling
Level 4Deep InsightsMetrics, alerts, log processing
Level 5Auto-pilotAutomatic scaling, configuration tuning, anomaly detection

Operator Lifecycle Manager (OLM)

The Operator Lifecycle Manager (OLM) provides a framework for installing, managing, and upgrading operators in a Kubernetes cluster. It simplifies operator management by handling dependencies and updates through a catalog-based system, similar to a package manager for operators.

OLM Components and Resources

ResourceDescriptionPurpose
ClusterServiceVersion (CSV)Metadata about an operatorDefines name, version, permissions, and dependencies
CatalogSourceRepository of available operatorsProvides a catalog of operators that can be installed
SubscriptionUpdate channel subscriptionKeeps an operator updated to a specified version
InstallPlanInstallation recordDocuments the planned installation steps for an operator

OLM organizes operators into catalogs, allowing administrators to control which operators are available to users while ensuring proper versioning and dependency resolution.

Operators in AKS

Azure Kubernetes Service fully supports operators and provides several benefits when using them:

AKS-Specific Operator Considerations

When deploying operators in AKS, consider these important factors:

ConsiderationDescriptionBest Practice
RBAC PermissionsOperators often need elevated permissionsUse namespace-scoped permissions when possible; carefully review cluster-wide roles
Managed IdentitySecure access to Azure resourcesImplement AKS Pod Identity for secure, managed access to Azure services
Resource ManagementOperators run continuously and need resourcesSet appropriate CPU/memory requests and limits; monitor resource usage
Upgrade CompatibilityAKS upgrades may affect operatorsTest operators with new AKS versions in a staging environment before upgrading production

Azure-Specific Operators

Several operators are designed specifically for Azure:

OperatorPurposeKey Features
Azure Service Operator (ASO)Provision and manage Azure resourcesManage Azure resources directly from Kubernetes
KEDA OperatorKubernetes-based Event Driven AutoscalingScale based on event sources and metrics
Azure Arc OperatorManage Azure Arc-enabled Kubernetes clustersConnect to and manage non-AKS clusters
Azure Key Vault ProviderIntegrate with Azure Key VaultSecurely access secrets, keys, and certificates

Example: Using Azure Service Operator

The Azure Service Operator lets you provision Azure resources directly from Kubernetes:

apiVersion: azure.microsoft.com/v1alpha1
kind: PostgreSQLServer
metadata:
  name: my-db-server
spec:
  location: westus2
  resourceGroup: my-resource-group
  serverVersion: "11"
  sku:
    name: GP_Gen5_2
    tier: GeneralPurpose
    family: Gen5
    size: "2"
  administratorLogin: myusername
  administratorLoginPassword:
    name: my-secret
    key: password

Best Practices for Operators

Designing, implementing, and operating Kubernetes operators requires careful consideration of several factors to ensure reliability, maintainability, and security.

Design Best Practices

When designing operators, follow these principles to create robust, maintainable solutions:

PrincipleDescriptionImplementation Tips
Single ResponsibilityEach operator should focus on managing one application typeAvoid creating “super operators” that manage multiple unrelated services
API CompatibilityFollow Kubernetes API conventionsUse standard patterns for status reporting, versioning, and field validation
Minimal PermissionsFollow least privilege principleUse fine-grained RBAC roles specific to the operator’s needs
Resilient ArchitectureDesign for failure recoveryImplement proper error handling, retries, and graceful degradation
Stateless DesignMinimize operator stateStore state in resource status, not in operator memory

Implementation and Operational Considerations

The implementation and operational aspects of operators are equally important:

AspectKey PracticesBenefits
Status ManagementUpdate status subresources promptlyProvides visibility into reconciliation progress and errors
ObservabilityImplement metrics, structured logging, and eventsEnables monitoring, troubleshooting, and alerting
Version CompatibilitySupport multiple API versionsEnsures smooth upgrades and backward compatibility
Testing StrategyUse unit, integration, and end-to-end testsValidates reconciliation logic and failure handling
Resource ManagementSet proper requests/limits, implement health checksEnsures operator stability and reliable operation
Backup and RecoveryDocument and automate backup proceduresProvides disaster recovery capabilities

Common Operator Use Cases in Azure

CategoryExamplesBenefits
Database ManagementPostgreSQL, MySQL, MongoDB operatorsAutomated backups, scaling, high availability
Messaging SystemsKafka, RabbitMQ operatorsConfiguration management, cluster scaling
Service MeshIstio, Linkerd operatorsTraffic management, security, observability
Security & ComplianceCert-Manager, OPA GatekeeperAutomated certificate management, policy enforcement
IntegrationAzure Service Operator, Event GridSeamless integration with Azure services

Further Reading and Resources