Deploy Site in Azure (ClickOps)

Objective

Important: This is a legacy workflow for deploying Customer Edge (CE) sites and is not recommended to use. A new workflow for deploying Customer Edge (CE) sites has been introduced and is now Generally Available (GA). F5 recommends you use the new Secure Mesh Site (v2) workflow for all your Customer Edge deployments. You can find this workflow here.

This guide will show you how to create a single-node mesh site with dual interfaces (ingress/egress gateway). However, this guide will also incorporate the differences that you can successfully deploy an Azure CE Site using both Mesh or App Stack and in any supported combination of nodes and interfaces.

Site Types and Scenarios

The scenarios below in the table have been tested successfully. The Network Address Translation Gateway (NAT GW) device in Table 1 references the Azure NAT Gateway. However, technically this should also work with third-party firewalls.

Note: In the Number of Nodes column, 1/3 indicates 1 or 3 nodes. IGW references Internet Gateway.

Considerations for Sites Behind NAT Gateway

In a regular deployment, each CE node has a Public IP associated with the SLO interface and the Azure system routes, direct the outgoing traffic via the Internet Gateway using the Public IP as the NAT IP.

But for scenarios where there is a requirement to have the CE site deployed without a Public IP address, you can place the CE behind a NAT Gateway. This can be the Azure NAT gateway or any third-party instance, like a firewall used as a NAT gateway.

For scenarios where there is a requirement to have the CE site deployed without a public IP address, you can place the CE behind a NAT Gateway.

If you are deploying a site in this scenario, there are a few differences to note:

• There is no public IP association with the CE(s).

• You must ensure the CE can get to the Internet through its SLO interface.

• From the Azure side, ensure that the routing table from the SLO subnet has a default route 0.0.0.0/0 that points to the NAT Gateway.

• The NAT Gateway is a zonal object. In other words, it belongs to one availability zone. Therefore, in the case of a three-node CE cluster, you might want to deploy additional NAT Gateways for high availability.

Prerequisites

The following prerequisites apply:

• A Distributed Cloud Services account. If you do not have an account, see Getting Started with Console.

• An account with Microsoft Azure. See Azure VNet Policies and Permissions Reference guide for permissions needed to deploy site. To create a cloud credentials object, see Cloud Credentials.

• Resources required per node: Minimum 8 vCPUs, 32 GB RAM, and 80 GB disk storage. However, to deploy an F5 Distributed Cloud App Stack Site, 100 GB is the recommended minimum amount of storage. For a full listing of the resources required, see the Customer Edge Site Sizing Reference guide. All the nodes in a given CE Site should have the same resources regarding the compute, memory, and disk storage. When deploying in cloud environments, these nodes should use the same instance flavor.

• Allow traffic from and to the Distributed Cloud public IP addresses to your network and allowlist related domain names. See F5 Customer Edge IP Address and Domain Reference for Firewall or Proxy Settings guide for the list of IP addresses and domain names.

• F5 assumes that the resource group exists with a virtual network, including a minimum of two subnets: one for the Site Local Outside (SLO) and one for the Site Local Inside (SLI). The CE generally references the SLO interface as eth0 and the SLI interface as eth1.

• For a single-NIC deployment (ingress gateway/Mesh or App Stack), only a single subnet (SLO) is required.

• Internet Control Message Protocol (ICMP) needs to be opened between the CE nodes on the Site Local Outside (SLO) interfaces. This is needed to ensure intra-cluster communication checks.

Important: After you deploy the CE Site, the IP address for the SLO interface cannot be changed. Also, the MAC address cannot be changed.

Procedure

This procedure provides instructions for creating a Secure Mesh Site with two interfaces (ingress/egress) on an Azure VNet using Azure portal. Most of the objects and configurations are the same for single-node and multi-node sites.

The steps differ only for the node instance and IP address creation, where you must repeat the steps for each node in a multi-node site.

Create External Network Security Group

The CE site’s instance security is internally managed by the CE data path. Therefore, you must configure a Network Security Group with allow all rules for both inbound and outbound traffic to be used with the site deployment.

Step 1: Navigate to security group creation page.

• In the Azure portal, navigate to the Network security groups service.

Figure: Search for Network Security Group

Step 2: Create and configure security group policy.

• Click Create.

• Assign the new security group to your resource group. This procedure uses f5-ce-resource-group as an example.

• Give the network security group an indicative name. In this procedure, it is f5-ce-external-network-security-group.

• Click Review + create.

• After you create the network security group, click on it to set up the inbound and outbound rules.

Figure: Select Network Security Group

Step 2.1: Add rule to inbound traffic.

Add an allow all rule to the inbound security rules. The default outbound rules already allow Internet traffic, so there is no need to change anything.

Figure: Inbound and Outbound Rules

Step 3: Verify rules created.

In the overview section for your network security group, you can see all the rules that have been created. Confirm the rules are as desired.

Figure: Verify Rules

Create SSH Key Pairs

You need to create key pairs for SSH login into the virtual machine for troubleshooting purposes.

Step 2: Configure SSH key pairs.

• Verify the Subscription and Resource group are correctly selected.

• In the Key pair name field, enter a name.

• Click Review + create.

Figure: Create SSH Key Pairs

• After successful validation, click Create.

• Click Download private key and create resource to download the key pair locally to your machine since the pair will not be saved in Azure. You will need the key pair to log into the CE node. The private key pair file is named f5-ce-keypair.pem as an example.

Figure: Download SSH Key Pairs

Existing Resource Group Details

In this procedure, we are deploying dual interface single-node and multi-node CE sites. Therefore, we need two subnets: SLI (Site Local Inside) and SLO (Site Local Outside). Note that workload subnets are generally used but are not a requirement to deploy a CE site.

Note: Azure subnets are not zonal constructs, so the same subnets can be used for deploying nodes in different AZs for a multi-node site.

Figure: Existing Virtual Networks

Create Site Token

Create a site token or use an existing token. If you are configuring a multi-node site, use the same token for all nodes. To create the token, see the Create Site Token section.

Modify the User Data File

Download the raw .yml file to your machine and input the value of the site token into the Token field. See GitHub User Data File for more information. Afterwards, save the file on your machine as you will need it for the user data when creating the F5 CE virtual machine.

Figure: Raw YAML File

#cloud-config
#Only values that need to be inserted are token and site name. Insert as is without parenthesis
write_files:
- path: /etc/hosts
  content: |
    # IPv4 and IPv6 localhost aliases
    127.0.0.1 localhost
    127.0.0.1 vip
  permissions: 0644
  owner: root
- path: /etc/vpm/config.yaml
  permissions: 0644
  owner: root
  content: |
    Vpm:
      ClusterType: ce
      ClusterName: #### TO BE REPLACED BY THE F5XC SECURE MESH SITE NAME ####
      Token: #### TO BE REPLACED BY F5XC API TOKEN ####
      MauricePrivateEndpoint: https://register-tls.ves.volterra.io
      MauriceEndpoint: https://register.ves.volterra.io
      CertifiedHardwareEndpoint: https://vesio.blob.core.windows.net/releases/certified-hardware/azure.yml
    Kubernetes:
      EtcdUseTLS: True
      Server: vip
      CloudProvider: disabled

Deploy Multi-Node Site

Follow these steps to create a three-node Secure Mesh Site.

Create Public IP Addresses

In Azure portal, create public IP addresses. You will need to create three public IP addresses since three nodes are being deployed for the CE site.

• Navigate to the Public IP addresses creation page and click Create.

Figure: Create Public IP

• Under Configuration details, in the Name field, enter a name for the Public IP.

• Leave the remaining options with their default values.

Figure: Create Public IP

• Click Review + create.

• After validation passes, click Create.

• Repeat the above steps to create f5-ce-pip2 and f5-ce-pip3 public IP addresses for nodes two and three.

Create the CE Virtual Machines

Create the F5 CE VM instances using the previously created parameters. F5 recommends that you create a table and fill it with the information prior to deploying the CE instance.

See table below for example parameters and explanations used for this procedure.

Step 1: Create new virtual machine.

• In Azure portal, within your resource group, click Create.

Figure: Create VM

• Use the search bar to locate the right CE image. You can search for "Volterra Free Plan." This procedure uses the image for Volterra VoltMesh and VoltStack Node Free Plan. This plan image corresponds to the azure-byol-multi-nic-voltmesh certified hardware.

• After you find the image, click Create.

Figure: Select VM Image

Step 2: Configure new virtual machine.

• Enter a VM name.

Important: The name of the VM should not have "." in it. For example, the hostname can be node-0 or node0, but it cannot be node.f5.com since it is not supported. Your node VM name must adhere to DNS-1035 label requirements. This means the name must consist of lower case alphanumeric characters or “-“, start with an alphabetic character, and end with an alphanumeric character.

If configuring a multi-node site, each node hostname must be unique.

• Ensure the correct region and availability zone are selected.

Figure: Configure VM

• From the Size menu, choose the instance type. This procedure uses Standard_D8_v4 as an example. This instance type is the minimum required to deploy an F5 CE Site to Azure cloud.

Figure: Configure VM Instance Type

• From the SSH public key source menu, assign the previously created SSH key pair.

• In the Username field, Enter cloud-user as the default user to SSH log into the CE instance.

Figure: Configure VM Username

• Click Next:Disk.

• From the OS disk size menu, select 128 GiB (E10).

Step 3: Configure virtual machine networking.

• Click Next:Networking.

• Ensure the following parameters for network interface configuration:

  • From the Virtual network menu, select the network.

  • From the Subnet menu, select the external interface.

Important: You cannot create/assign the internal interface to the virtual machine in this step. It will be added at a later step.

• From the Public IP menu, select the IP previously created.

• For the NIC network security group option, select Advanced. This option is needed so that you are able to select the network security group.

• From the Configure network security group menu, select the security group previously created.

• Select the Delete NIC when VM is deleted option.

Figure: Configure VM Networking

Step 4: Configure advanced settings.

• Click the Advanced tab to skip the Management and Monitoring configuration.

• In the Custom data field, copy and paste the user data file information (which includes the site token).

Figure: User Data

Step 6: Track VM deployment progress.

You can track deployment progress by connecting to your instance's public IP on port 65500. It may take a few minutes for the web interface to appear.

The default username is admin and the default password is Volterra123. You will be required to change the default password on your first login attempt.

The CE will show in Approval state. This means that the CE is awaiting registration approval from F5 Distributed Cloud Console. Before approving registration, you need to add a second interface to the CE site.

Figure: Site Local UI

Add Second Interface to Multi-Node Site

• In Azure portal, select your VM and click Stop.

• After the VM stops, click Network settings. Then click Attach network interface.

Figure: Add Second Interface

• Click Create and attach network interface.

Figure: Add Second Interface

• Select the resource group previously created for this VM.

• In the Name field, enter a new name for this second interface.

• In the Subnet field, enter a new name for this interface. Make sure to reference that this is an internal interface since the external interface was previously created.

Figure: Add Second Interface

• Click Create.

• After the second interface is attached to your VM, restart the VM.

• Connect to the CE's local UI to verify that the second interface was properly configured.

Figure: CE Site Local UI

• Repeat above steps to add second interface for f5-ce-node2 and f5-ce-node3.

Deploy Single-Node Site

Follow these steps to create a single-node Secure Mesh Site.

Create Public IP Address

In Azure portal, create a public IP address. You will need to create one public IP address since only one node is being deployed for the CE site.

• Navigate to the Public IP addresses creation page and click Create.

Figure: Create Public IP

• Under Configuration details, in the Name field, enter a name for the Public IP.

• Leave the remaining options with their default values.

Figure: Create Public IP

• Click Review + create.

• After validation passes, click Create.

Create the CE Virtual Machine

Create the F5 CE VM instance using the previously created parameters. F5 recommends that you create a table and fill it with the information prior to deploying the CE instance.

See table below for example parameters and explanations used for this procedure.

Step 1: Create new virtual machine.

• In Azure portal, within your resource group, click Create.

Figure: Create VM

• Use the search bar to locate the right CE image. You can search for "Volterra Free Plan." This procedure uses the image for Volterra VoltMesh and VoltStack Node Free Plan. This plan image corresponds to the azure-byol-multi-nic-voltmesh certified hardware.

• After you find the image, click Create.

Figure: Select VM Image

Step 2: Configure new virtual machine.

• Enter a VM name.

Important: The name of the VM should not have "." in it. For example, the hostname can be node-0 or node0, but it cannot be node.f5.com since it is not supported. Your node VM name must adhere to DNS-1035 label requirements. This means the name must consist of lower case alphanumeric characters or “-“, start with an alphabetic character, and end with an alphanumeric character.

If configuring a multi-node site, each node hostname must be unique.

• Ensure the correct region and availability zone are selected.

Figure: Configure VM

• From the Size menu, choose the instance type. This procedure uses Standard_D8_v4 as an example. This instance type is the minimum required to deploy an F5 CE Site to Azure cloud.

Figure: Configure VM Instance Type

• From the SSH public key source menu, assign the previously created SSH key pair.

• In the Username field, Enter cloud-user as the default user to SSH log into the CE instance.

Figure: Configure VM Username

• Click Next:Disk.

• From the OS disk size menu, select 128 GiB (E10).

Step 3: Configure virtual machine networking.

• Click Next:Networking.

• Ensure the following parameters for network interface configuration:

  • From the Virtual network menu, select the network.

  • From the Subnet menu, select the external interface.

Important: You cannot create/assign the internal interface to the virtual machine in this step. It will be added at a later step.

• From the Public IP menu, select the IP previously created.

• For the NIC network security group option, select Advanced. This option is needed so that you are able to select the network security group.

• From the Configure network security group menu, select the security group previously created.

• Select the Delete NIC when VM is deleted option.

Figure: Configure VM Networking

Step 4: Configure advanced settings.

• Click the Advanced tab to skip the Management and Monitoring configuration.

• In the Custom data field, copy and paste the user data file information (which includes the site token).

Figure: User Data

Step 6: Track VM deployment progress.

You can track deployment progress by connecting to your instance's public IP on port 65500. It may take a few minutes for the web interface to appear.

The default username is admin and the default password is Volterra123. You will be required to change the default password on your first login attempt.

The CE will show in Approval state. This means that the CE is awaiting registration approval from F5 Distributed Cloud Console. Before approving registration, you need to add a second interface to the CE site.

Figure: Site Local UI

Add Second Interface to Single-Node Site

• In Azure portal, select your VM and click Stop.

• After the VM stops, click Network settings. Then click Attach network interface.

Figure: Add Second Interface

• Click Create and attach network interface.

Figure: Add Second Interface

• Select the resource group previously created for this VM.

• In the Name field, enter a new name for this second interface.

• In the Subnet field, enter a new name for this interface. Make sure to reference that this is an internal interface since the external interface was previously created.

Figure: Add Second Interface

• Click Create.

• After the second interface is attached to your VM, restart the VM.

• Connect to the CE's local UI to verify that the second interface was properly configured.

Figure: CE Site Local UI

Create and Register Secure Mesh Site

Follow the Create Secure Mesh Site guide to create a Secure Mesh Site object and register the nodes to the site.

Additional Settings for Application Traffic Flow to Work

For services like network connectivity, application connectivity, and delivery to work correctly, you need to enable additional settings for Azure CE nodes. You need to enable the IP forwarding setting on each NIC of the Azure CE node.

• In Azure portal, navigate to Network settings for the CE node.

• Click the NIC for the CE node.

Figure: Node NIC Settings

Select Settings > IP configurations and enable the Enable IP forwarding checkbox.

Figure: Enable IP Forwarding

Troubleshooting

For troubleshooting and opening a support case, see the Troubleshooting Manual Site Deployment Registration Issues guide. It provides step-by-step instructions to debug and resolve the issues that may arise due to Distributed Cloud published Terraform errors, networking and security misconfiguration, or CE internal process issues. The guide also provides instructions for contacting the F5 Distributed Cloud Support Team if you are unable to resolve the issue.

Concepts

• System Overview
• Core Concepts
• Networking
• F5 Distributed Cloud - Customer Edge
• F5 Distributed Cloud Site

References

• Azure VNet Policies and Permissions Reference
• Create Azure Site (Orchestrated)