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Policies
What is a policy?
A policy is a set of configuration that will be used to generate the data plane proxy configuration.
Kong Mesh combines policies with the Dataplane
resource to generate the Envoy configuration of a data plane proxy.
What do policies look like?
Like all resources in Kong Mesh, there are two parts to a policy: the metadata and the spec.
Metadata
Metadata identifies the policies by its name
, type
and what mesh
it’s part of:
Spec
The spec
field contains the actual configuration of the policy.
Some policies apply to only a subset of the configuration of the proxy.
-
Inbound policies apply only to incoming traffic. The
spec.from[].targetRef
field defines the subset of clients that are going to be impacted by this policy. -
Outbound policies apply only to outgoing traffic. The
spec.to[].targetRef
field defines the outbounds that are going to be impacted by this policy
The actual configuration is defined under the default
field.
For example:
While some policies can have both a
to
and afrom
section, it is strongly advised to create 2 different policies, one forto
and one forfrom
.
Some policies are not directional and will not have to
and from
. Some examples of such policies are MeshTrace
or MeshProxyPatch
.
For example
All specs have a top level targetRef
which identifies which proxies this policy applies to.
In particular, it defines which proxies have their Envoy configuration modified.
One of the benefits of
targetRef
policies is that the spec is always the same between Kubernetes and Universal.This means that converting policies between Universal and Kubernetes only means rewriting the metadata.
Writing a targetRef
targetRef
is a concept borrowed from Kubernetes Gateway API.
Its goal is to select subsets of proxies with maximum flexibility.
It looks like:
targetRef:
kind: Mesh | MeshSubset | MeshService | MeshGateway
name: "my-name" # For kinds MeshService, and MeshGateway a name has to be defined
tags:
key: value # For kinds MeshSubset and MeshGateway a list of matching tags can be used
proxyTypes: ["Sidecar", "Gateway"] # For kinds Mesh and MeshSubset a list of matching Dataplanes types can be used
labels:
key: value # In the case of policies that apply to labeled resources you can use these to apply the policy to each resource
sectionName: ASection # This is used when trying to attach to a specific part of a resource (for example a port of a `MeshService`)
namespace: ns # valid when the policy is applied by a Kubernetes control plane
Here’s an explanation of each kinds and their scope:
- Mesh: applies to all proxies running in the mesh
- MeshSubset: same as Mesh but filters only proxies who have matching
targetRef.tags
- MeshService: all proxies with a tag
kuma.io/service
equal totargetRef.name
. This can work differently when using explicit services. - MeshGateway: targets proxies matched by the named MeshGateway
- MeshServiceSubset: same as
MeshService
but further refine to proxies that have matchingtargetRef.tags
. ⚠️This is deprecated from version 2.9.x ⚠️.
Consider the two example policies below:
Using spec.targetRef
, this policy targets all proxies that have a tag app:web-frontend
.
It defines the scope of this policy as applying to traffic either from or to data plane proxies with the tag app:web-frontend
.
The spec.to[].targetRef
section enables logging for any traffic going to web-backend
.
The spec.from[].targetRef
section enables logging for any traffic coming from anywhere in the Mesh
.
Omitting targetRef
When a targetRef
is not present, it is semantically equivalent to targetRef.kind: Mesh
and refers to everything inside the Mesh
.
Applying to specific proxy types
The top level targetRef
field can select a specific subset of data plane proxies. The field named proxyTypes
can restrict policies to specific types of data plane proxies:
-
Sidecar
: Targets data plane proxies acting as sidecars to applications (including delegated gateways). -
Gateway
: Applies to data plane proxies operating in built-in Gateway mode. - Empty list: Defaults to targeting all data plane proxies.
Example
The following policy will only apply to gateway data-planes:
Targeting gateways
Given a MeshGateway:
apiVersion: kuma.io/v1alpha1
kind: MeshGateway
mesh: default
metadata:
name: edge
namespace: kuma-system
conf:
listeners:
- port: 80
protocol: HTTP
tags:
port: http-80
- port: 443
protocol: HTTPS
tags:
port: https-443
Policies can attach to all listeners:
so that requests to either port 80 or 443 will have an idle timeout of 10 seconds, or just some listeners:
So that only requests to port 80 will have the idle timeout.
Note that depending on the policy, there may be restrictions on whether or not specific listeners can be selected.
Routes
Read the MeshHTTPRoute docs and MeshTCPRoute docs for more on how to target gateways for routing traffic.
Target kind support for different policies
Not every policy supports to
and from
levels. Additionally, not every resource can
appear at every supported level. The specified top level resource can also affect which
resources can appear in to
or from
.
To help users, each policy documentation includes tables indicating which targetRef
kinds is supported at each level.
For each type of proxy, sidecar or builtin gateway, the table indicates for each
targetRef
level, which kinds are supported.
Example tables
These are just examples, remember to check the docs specific to your policy.
Merging configuration
A proxy can be targeted by multiple targetRef
’s, to define how policies are merged together the following strategy is used:
We define a total order of policy priority:
-
MeshServiceSubset
>MeshService
>MeshSubset
>Mesh
(the more atargetRef
is focused the higher priority it has) - If levels are equal the lexicographic order of policy names is used
Remember: the broader a
targetRef
, the lower its priority.
For to
and from
policies we concatenate the array for each matching policies.
We then build configuration by merging each level using JSON patch merge.
For example if I have 2 default
ordered this way:
default:
conf: 1
sub:
array: [1, 2, 3]
other: 50
other-array: [3, 4, 5]
---
default:
sub:
array: []
other: null
other-array: [5, 6]
extra: 2
The merge result is:
default:
conf: 1
sub:
array: []
other-array: [5, 6]
extra: 2
Using policies with MeshService
, MeshMultizoneService
and MeshExternalService
.
MeshService
is a feature to define services explicitly in Kong Mesh.
It can be selectively enabled and disable depending on the value of meshServices.mode on your Mesh object.
When using explicit services, MeshServiceSubset
is no longer a valid kind and MeshService
can only be used to select an actual MeshService
resource (it can no longer select a kuma.io/service
).
In the following example we’ll assume we have a MeshService
:
There are 2 ways to select a MeshService
:
If you are in the same namespace (or same zone in Universal) you can select one specific service by using its explicit name:
apiVersion: kuma.io/v1alpha1
kind: MeshTimeout
metadata:
name: timeout-to-redis
namespace: kuma-demo
spec:
to:
- targetRef:
kind: MeshService
name: redis
default:
connectionTimeout: 10s
Selecting all matching MeshServices
by labels:
apiVersion: kuma.io/v1alpha1
kind: MeshTimeout
metadata:
name: all-in-my-namespace
namespace: kuma-demo
spec:
to:
- targetRef:
kind: MeshService
labels:
k8s.kuma.io/namespace: kuma-demo
default:
connectionTimeout: 10s
In this case this is equivalent to writing a specific policy for each service that matches this label (in our example for each service in this namespace in each zones).
When
MeshService
have multiple ports, you can usesectionName
to restrict policy to a single port.
Global, zonal, producer and consumer policies
Policies can be applied to a zone or to a namespace when using Kubernetes. Policies will always impact at most the scope at which they are defined. In other words:
- a policy applied to the global control plane will apply to all proxies in all zones.
- a policy applied to a zone will only apply to proxies inside this zone. It is equivalent to having:
spec: targetRef: kind: MeshSubset tags: kuma.io/zone: "my-zone"
- a policy applied to a namespace will only apply to proxies inside this namespace. It is equivalent to having:
spec: targetRef: kind: MeshSubset tags: kuma.io/zone: "my-zone" kuma.io/namespace: "my-ns"
There is however, one exception to this when using MeshService
with outbound policies (policies with spec.to[].targetRef
).
In this case, if you define a policy in the same namespace as the MeshService
it is defined in, that policy will be considered a producer policy.
This means that all clients of this service (even in different zones) will be impacted by this policy.
An example of a producer policy is:
apiVersion: kuma.io/v1alpha1
kind: MeshTimeout
metadata:
name: timeout-to-redis
namespace: kuma-demo
spec:
to:
- targetRef:
kind: MeshService
name: redis
default:
connectionTimeout: 10s
The other type of policy is a consumer policy which most commonly use labels to match a service.
An example of a consumer policy which would override the previous producer policy:
apiVersion: kuma.io/v1alpha1
kind: MeshTimeout
metadata:
name: timeout-to-redis-consumer
namespace: kuma-demo
spec:
to:
- targetRef:
kind: MeshService
labels:
k8s.kuma.io/service-name: redis
default:
connectionTimeout: 10s
Remember that
labels
on aMeshService
applies to each matchingMeshService
. To communicate to services named the same way in different namespaces or zones with different configuration use a more specific set of labels.
Kong Mesh adds a label kuma.io/policy-role
to identify the type of the policy. The values of the label are:
- system: Policies defined on global or in the zone’s system namespace
-
workload-owner: Policies defined in a non system namespaces that do not have
spec.to
entries, or have bothspec.from
andspec.to
entries -
consumer: Policies defined in a non system namespace that have
spec.to
which either do not usename
or have a differentnamespace
-
producer: Policies defined in the same namespace as the services identified in the
spec.to[].targetRef
The merging order of the different policy scopes is: workload-owner > consumer > producer > zonal > global.
Example
We have 2 clients client1 and client2 they run in different namespaces respectively ns1 and ns2.
flowchart LR subgraph ns1 client1(client) end subgraph ns2 client2(client) server(MeshService: server) end client1 --> server client2 --> server
We’re going to define a producer policy first:
apiVersion: kuma.io/v1alpha1
kind: MeshTimeout
metadata:
name: producer-policy
namespace: ns2
spec:
to:
- targetRef:
kind: MeshService
name: server
default:
idleTimeout: 20s
We know it’s a producer policy because it is defined in the same namespace as the MeshService: server
and names this server in its spec.to[].targetRef
.
So both client1 and client2 will receive the timeout of 20 seconds.
We now create a consumer policy:
apiVersion: kuma.io/v1alpha1
kind: MeshTimeout
metadata:
name: consumer-policy
namespace: ns1
spec:
to:
- targetRef:
kind: MeshService
labels:
k8s.kuma.io/service-name: server
default:
idleTimeout: 30s
Here the policy only impacts client1 as client2 doesn’t run in ns1. As consumer policies have a higher priority over producer policies, client1 will have a idleTimeout: 30s
.
We can define another policy to impact client2:
apiVersion: kuma.io/v1alpha1
kind: MeshTimeout
metadata:
name: consumer-policy
namespace: ns2
spec:
to:
- targetRef:
kind: MeshService
labels:
k8s.kuma.io/service-name: server
default:
idleTimeout: 40s
Note that the only different here is the namespace, we now define a consumer policy inside ns2
.
Use labels for consumer policies and name for producer policies. It will be easier to differentiate between producer and consumer policies.
Examples
Applying a global default
type: ExamplePolicy
name: example
mesh: default
spec:
targetRef:
kind: Mesh
to:
- targetRef:
kind: Mesh
default:
key: value
All traffic from any proxy (top level targetRef
) going to any proxy (to targetRef
) will have this policy applied with value key=value
.
Recommending to users
type: ExamplePolicy
name: example
mesh: default
spec:
targetRef:
kind: Mesh
to:
- targetRef:
kind: MeshService
name: my-service
default:
key: value
All traffic from any proxy (top level targetRef
) going to the service “my-service” (to targetRef
) will have this policy applied with value key=value
.
This is useful when a service owner wants to suggest a set of configurations to its clients.
Configuring all proxies of a team
type: ExamplePolicy
name: example
mesh: default
spec:
targetRef:
kind: MeshSubset
tags:
team: "my-team"
from:
- targetRef:
kind: Mesh
default:
key: value
All traffic from any proxies (from targetRef
) going to any proxy that has the tag team=my-team
(top level targetRef
) will have this policy applied with value key=value
.
This is a useful way to define coarse-grained rules for example.
Configuring all proxies in a zone
type: ExamplePolicy
name: example
mesh: default
spec:
targetRef:
kind: MeshSubset
tags:
kuma.io/zone: "east"
default:
key: value
All proxies in zone east
(top level targetRef
) will have this policy configured with key=value
.
This can be very useful when observability stores are different for each zone for example.
Configuring all gateways in a Mesh
type: ExamplePolicy
name: example
mesh: default
spec:
targetRef:
kind: Mesh
proxyTypes: ["Gateway"]
default:
key: value
All gateway proxies in mesh default
will have this policy configured with key=value
.
This can be very useful when timeout configurations for gateways need to differ from those of other proxies.
Applying policies in shadow mode
Overview
The new shadow mode functionality allows users to mark policies with a specific label to simulate configuration changes without affecting the live environment. It enables the observation of potential impact on Envoy proxy configurations, providing a risk-free method to test, validate, and fine-tune settings before actual deployment. Ideal for learning, debugging, and migrating, shadow mode ensures configurations are error-free, improving the overall system reliability without disrupting ongoing operations.
Recommended setup
It’s not necessary but CLI tools like jq and jd can greatly improve working with Kong Mesh resources.
How to use shadow mode
-
Before applying the policy, add a
kuma.io/effect: shadow
label. - Check the proxy config with shadow policies taken into account through the Kong Mesh API. By using HTTP API:
curl http://localhost:5681/meshes/${mesh}/dataplane/${dataplane}/_config?shadow=true
or by using
kumactl
:kumactl inspect dataplane ${name} --type=config --shadow
- Check the diff in JSONPatch format through the Kong Mesh API. By using HTTP API:
curl http://localhost:5681/meshes/${mesh}/dataplane/${dataplane}/_config?shadow=true&include=diff
or by using
kumactl
:kumactl inspect dataplane ${name} --type=config --shadow --include=diff
Limitations and Considerations
Currently, the Kong Mesh API mentioned above works only on Zone CP.
Attempts to use it on Global CP lead to 405 Method Not Allowed
.
This might change in the future.
Examples
Apply policy with kuma.io/effect: shadow
label:
Check the diff using kumactl
:
$ kumactl inspect dataplane frontend-dpp --type=config --include=diff --shadow | jq '.diff' | jd -t patch2jd
@ ["type.googleapis.com/envoy.config.cluster.v3.Cluster","backend_kuma-demo_svc_3001","typedExtensionProtocolOptions","envoy.extensions.upstreams.http.v3.HttpProtocolOptions","commonHttpProtocolOptions","idleTimeout"]
- "3600s"
@ ["type.googleapis.com/envoy.config.cluster.v3.Cluster","backend_kuma-demo_svc_3001","typedExtensionProtocolOptions","envoy.extensions.upstreams.http.v3.HttpProtocolOptions","commonHttpProtocolOptions","idleTimeout"]
+ "23s"
The output not only identifies the exact location in Envoy where the change will occur, but also shows the current timeout value that we’re planning to replace.