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Deploy on Rancher v2xx

Deploy Enterprise-Edition on Rancher v2.x.x


This tutorial explains how to setup a highly available 3-nodes cluster to run OctoPerf Enterprise-edition. As a result, we use Rancher to provision a Kubernetes cluster.

We're going to use cloud instance on Digital Ocean for both the rancher server and the rancher worker nodes.


This tutorial requires:


The infrastructure built in this tutorial works as following:

  • rancher-server: hosts the rancher server only,
  • rancher-node-1: acts as etcd, control plane and worker,
  • rancher-node-2: acts as etcd, control plane and worker,
  • rancher-node-3: acts as etcd, control plane and worker.

All the pods are running on rancher-node-X. Elasticsearch is deployed on all 3 nodes. OctoPerf Enterprise Backend is deployed on all 3 nodes.

Rancher Server

First, we need to spin-up the Rancher server. The server is going to run on a dedicated instance:

  • Spin up a Digital Ocean instance by selecting Marketplace Docker xxx on Ubuntu type of instance. Name it rancher-server to easily recognize it. A server with 2 CPUs and 4GB RAM is enough for testing purpose

  • SSH into the instance once it up and running, and disable the firewall:
root@rancher-server:~# sudo ufw disable
Firewall stopped and disabled on system startup
  • Start the rancher v2.x.x server:
root@rancher-server:~# sudo docker run -d --restart=unless-stopped -p 80:80 -p 443:443 rancher/rancher
  • It should be running shortly:
root@rancher-server:~# docker ps
CONTAINER ID        IMAGE               COMMAND             CREATED             STATUS              PORTS                                      NAMES
b37abe78bfd3        rancher/rancher     ""     11 seconds ago      Up 9 seconds>80/tcp,>443/tcp   stoic_kalam
  • Once Rancher is running, we need to configure it to work properly. Browse to https://RANCHER_SERVER_IP/, where RANCHER_SERVER_IP is the public ip of the instance,

Firefox will complain about the invalid certificate. Proceed by pressing Accept the Risk and Continue.

Configure the admin password and click on Continue.

Set the rancher server url to the public IP address of the instance hosting the server. in my case is the public IP which has been automatically assigned to the rancher-server Digital Ocean instance.

Rancher server is up and properly configured. Let's now setup the worker nodes.

Rancher Nodes

3 rancher nodes are going to host the docker containers to run OctoPerf Enterprise-Edition. Launch 3 nodes (with Docker preinstalled from Marketplace) and name them rancher-node-1, rancher-node-2 and rancher-node-3 respectively.

2 CPUs with 4GB RAM standard instances are enough for testing purpose. Consider using at least 6 CPUs with 16GB RAM per node in a production setup.

Once the nodes are up and running:

  • SSH into each node,
  • Increase vm.max_map_count permanently:
root@rancher-node-1:~# sudo nano /etc/sysctl.conf
  • Add the following line to the end of the sysctl.conf file:
  • Save and quit, then update systcl:
root@rancher-node-1:~# sudo sysctl -p
vm.max_map_count = 262144
  • Disable the firewall: (otherwise networking between nodes will fail)
root@rancher-node-1:~# sudo ufw disable
Firewall stopped and disabled on system startup
  • Install basic software for proper security and clock synchronization:
root@rancher-node-1:~# sudo apt install -y fail2ban ntp

Repeat those operations for rancher-node-1, rancher-node-2 and rancher-node-3. We now have 3 nodes with Docker installed and preconfigured to easily run Elasticsearch.

Rancher Cluster Configuration

Let's create the Kubernetes cluster using Rancher via the Web UI.

Custom Kubernetes Cluster

Click on Create Cluster button, then:

  • Select Custom flavor,
  • In cluster name, enter octoperf,
  • In cluster options, select Kubernetes version v1.14.1-rancher-1-2,
  • In Network Provider, leave as Canal,
  • In Cloud Provider , lease as None.

Then, click on Next button. On the next screen:

  • Select Node options etcd, Control Plane and Worker. No other option is required (like node public ip or node name) as those are detected automatically,
  • Copy the command-line provided by Rancher and run it on each node:
root@rancher-node-1:~# sudo docker run -d --privileged --restart=unless-stopped --net=host -v /etc/kubernetes:/etc/kubernetes -v /var/run:/var/run rancher/rancher-agent:v2.2.4 --server --token dh9whpwjgt4ppm92r7xpjfn4s7wrhrgbk8xz29xphg6zmbwgk22l95 --ca-checksum bddf7e0dd7057ac3f36d751fb27e745837dc1b768447677500ba0b675118b0a7 --etcd --controlplane --worker
Unable to find image 'rancher/rancher-agent:v2.2.4' locally
v2.2.4: Pulling from rancher/rancher-agent

It may take several minutes until the nodes join the cluster. Rancher automatically setups Kubernetes along with networking connectivity on all nodes.

The cluster of 3 nodes is now ready! The next phase consists of deploying each workload.

Elasticsearch Workload


Elasticsearch will be deployed using 3 workloads:

  • es-1: elasticsearch master + data node running on rancher-node-1,
  • es-2: elasticsearch master + data node running on rancher-node-2,
  • and es-3: elasticsearch master + data node running on rancher-node-3.

Each elasticsearch container will use a persistent volume mapped to the node local directory /root/elasticsearch.

Also, each elasticsearch container will have its own name along with the shared configuration stored in a config map.

Persistent Volume

First, let's create the elasticsearch directory on each rancher node:

root@rancher-node-1:~# pwd
root@rancher-node-1:~# mkdir elasticsearch
root@rancher-node-1:~# chmod 777 elasticsearch/

Now we have a /root/elasticsearch writeable directory on each rancher node. We need to configure this directory as a volume within Rancher.

The Elasticsearch persistent volume is designed to house the elasticsearch data files:

  • In Rancher UI, click on octoperf cluster, then select Storage > Persistent Volumes menu,
  • Select Local Node Path volume plugin,
  • Set at least 20GiB of space,
  • In plugin configuration, set /root/elasticsearch path on the node, and the path on the node myst be Anything: do not check the target path,
  • Click on Save to create the persistent volume.

Next, we need to add this volume to the Default project:

  • Click on octoperf > Default project in top left menu in Rancher UI,
  • Click on Workloads in top menu,
  • Then select Volumes in sub-menu,
  • Click on Add Volume,
  • Enter elasticsearch-data as name and select elasticsearch-data persistent volume,
  • Click on Create.

The data volume is now ready to be used by the Elasticsearch workload we're going to configure.

Config Map

Elasticsearch config map is containing the configuration settings shared by all the elasticsearch nodes:

  • ES_JAVA_OPTS: -Xms512m -Xmx512m,
  • cluster.initial_master_nodes: es-1, es-2, es-3,
  • discovery.seed_hosts: es-1, es-2, es-3,

That way, we will have a cluster of 3 elasticsearch nodes, each master-eligible and storing data. Now, let's launch the workloads.


Each Elasticsearch container is launched in a separate workload because each has a unique Repeat the following procedure for es-1, es-2 and es-3:

  • Select Default project inside octoperf cluster,
  • Click on Workloads, then click on Create,
  • Name: es-X (where X is 1, 2 then 3),
  • Workload type: Stateful Set of 1 pod,
  • Docker image:, (version may vary depending on OctoPerf Enterprise-Edition version being launched)
  • Environment variables: add with value es-X, (replace X by relevant number, here it's es-1). Click on Add from source then select Config Map, elasticsearch-config config map,
  • Node Scheduling: select rancher-node-x (where X matches the es-X value; Example: rancher-node-1),
  • Volumes: click on Add Volume, then select Persistent Volume Claim and choose elasticsearch-data volume. Set /usr/share/elasticsearch/data as Mount Point,
  • Click on Launch to deploy workload.

All 3 nodes are up and running

Once es-1, es-2 and es-3 workload are deployed, the elasticsearch cluster should stabilise and become operational. You can check this by Executing Shell inside one of the workload pods:

[root@es-1-0 elasticsearch]# curl localhost:9200/_cat/nodes  13 91 5 0.15 0.11 0.16 mdi - es-3  11 93 6 0.23 0.23 0.30 mdi - es-2 22 85 6 0.05 0.21 0.35 mdi * es-1
[root@es-1-0 elasticsearch]# 

Service Discovery

The backend is connecting to Elasticsearch through its hostname. The thing is, we don't want to hardcode any of the es-X nodes hostname: it may fail to connect if one of the nodes is failing. The solution is to define a Service Discovery entry:

  • Select Default project inside octoperf cluster,
  • Click on Service Discovery, then click on Add Record,
  • Name: elasticsearch,
  • Resolves To: One or more workloads,
  • Namespace: default,
  • Target Workloads: add es-1, es-2 and es-3.

That means: a DNS resolution of hostname elasticsearch is the IPs of all three nodes.

Enterprise Edition

The Enterprise backend server connects to Elasticsearch database and exposes an API which can be consumed by OctoPerf web UI.

This tutorial supposes you have already setup an Amazon S3 bucket for resources storage. The backend is going to run on all nodes in High availability so the S3 bucket is needed to share the files between all the backends.

Config Map

The config map is containing the configuration shared among all backend containers:

  • clustering.driver: hazelcast,
  • clustering.members: enterprise-edition, (workload DNS entry)
  • clustering.quorum: 2, as we have a cluster of 3 nodes,
  • storage.driver: s3, because resources (like project files) are stored on s3,
  • storage.s3.region: eu-west-1 in this case (because our S3 bucket is in Ireland),
  • storage.s3.bucket: YOUR_S3_BUCKET (we used here),
  • server.hostname: IP or DNS entry (the IP of one of the 3 nodes in our case; the load balancer is going to run on all the nodes)
  • elasticsearch.hostname: elasticsearch (the service discovery entry we previously created)
  • server.public.port: 80, because we're going to serve the API in plain text (no SSL in this setup).

For more information regarding these settings, please refer to Configuration.


The storage.s3.access-key and storage.s3.secret-key aws keys are provided by a Secret:

  • Click on Resources > Secrets,
  • Create a new secret named enterprise-edition-secret,
  • Add storage.s3.access-key and storage.s3.secret-key which point to an IAM user which has only the permission to access the given s3 bucket. Here is an example IAM policy which gives access to s3 bucket:
    "Version": "2012-10-17",
    "Statement": [
            "Sid": "Stmt1427454857000",
            "Effect": "Allow",
            "Action": [
            "Resource": [


Let's now deploy the workload which runs the server on all the nodes:

  • Click on Workloads then Deploy,
  • Name: enterprise-edition,
  • Workload type: Run one pod on each node,
  • Docker image: octoperf/enterprise-edition:11.0.0 (replace 11.0.0 by latest version available),
  • Namespace: default,
  • Environment variables: import both enterprise-edition-config config map and enterprise-edition-secret secret,
  • Click on Launch.

You should see 3 pods, each running on a separate host. All those pods are connected to each other by using Hazelcast to form a cluster.

Those 3 containers are acting in a master / slave configuration:

  • One node is elected as master and takes care of scheduling the load tests,
  • Should the master fail, another node takes over,
  • Should there be a network partition, the partition having at least 2 nodes (as stated by the quorum setting) stays operational.

Enterprise UI

The frontend is a tiny Nginx server running inside a container to serve the statically generated JS and html files.


Let's deploy the frontend container. In this case, a single container is plenty enough to serve the frontend. The workload is pretty simple:

  • Click on Workloads then Deploy,
  • Name: enterprise-ui,
  • Docker Image: octoperf/enterprise-ui:11.0.0, (adjust version to the latest available)
  • Workload Type: scalable deployment of 1 pod.

No other settings are required. the container can run on any node. Kubernetes will take care of rescheduling it to another node if it fails.

Enterprise Documentation

The frontend is a tiny Nginx server running inside a container to serve the statically generated documentation.


Let's deploy the frontend container. In this case, a single container is plenty enough to serve the frontend. The workload is pretty simple:

  • Name: enterprise-documentation,
  • Docker Image: octoperf/enterprise-documentation:11.0.0, (adjust version to the latest available)
  • Workload Type: scalable deployment of 1 pod.

No other settings are required. the container can run on any node. Kubernetes will take care of rescheduling it to another node if it fails.

Load Balancing

The final step is to expose the frontend, documentation and backend workloads through a ingress load balancer:

  • Click on Load Balancing then Add Ingress,
  • Name: load-balancer,
  • Rules: set to use generated hostname.

Then define 3 workload rules:

  • /doc which points to enterprise-documentation on port 80,
  • /app which points to enterprise-ui on port 80,
  • / which points to enterprise-edition on port 8090.

Click on Save to create the ingress load balancer.

Accessing the Application

Now you can browse to (click on the link from the ingress view to open it automatically from Rancher UI).

Create an Account

OctoPerf EE comes completely empty. You need to create an account and register a load generator (computer used to generate the load) to be able to run load tests:

Congratulations! The setup is now complete.