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How to Contribute to the OpenTelemetry Operator

We'd love your help!

This project is Apache 2.0 licensed and accepts contributions via GitHub pull requests. This document outlines some of the conventions on development workflow, contact points and other resources to make it easier to get your contribution accepted.

We gratefully welcome improvements to documentation as well as to code.

Getting Started

Pre-requisites

  • Go.
  • Docker version 23.0.0 or greater.

Local development cheat sheet

  • make test to run unit tests
  • make lint to run linters
  • make fmt to format Go code
  • make vet to run go vet
  • make generate to generate code and manifests based on Go struct definitions for CRDs.

make precommit includes all of the above.

Workflow

It is recommended to follow the "GitHub Workflow". When using GitHub's CLI, here's how it typically looks like:

gh repo fork github.com/open-telemetry/opentelemetry-operator
git checkout -b your-feature-branch
# do your changes
git commit -sam "Add feature X"
gh pr create

Make changes to the project manifests

The following command should be run to make sure the project manifests are up-to-date:

make generate manifests bundle api-docs reset

The local changes after running the command should be added to the pull request:

The following make target is run on CI to verify the project structure:

make ensure-generate-is-noop

Adding new components - webhook, API

The repository structure MUST be compliant with operator-sdk scaffolding, which uses kubebuilder behind the scenes. This is to ensure a valid bundle generation and it makes it easy to maintain the project and add new components.

Refer to the Operator SDK documentation how to generate new APIs, Webhook and other parts of the project.

Local run

Build the manifests, install the CRD and run the operator as a local process:

make install run

Deployment with webhooks

When running make run, the webhooks aren't effective as it starts the manager in the local machine instead of in-cluster. To test the webhooks, you'll need to:

  1. configure a proxy between the Kubernetes API server and your host, so that it can contact the webhook in your local machine
  2. create the TLS certificates and place them, by default, on /tmp/k8s-webhook-server/serving-certs/tls.crt. The Kubernetes API server has also to be configured to trust the CA used to generate those certs.

In general, it's just easier to deploy the operator in a Kubernetes cluster instead. For that, you'll need the cert-manager installed. You can install it by running:

make cert-manager

The environment variable CERTMANAGER_VERSION can be used to override the cert-manager version:

CERTMANAGER_VERSION=1.60 make cert-manager

When deploying the operator into the cluster using make deploy, an image in the format ghcr.io/${DOCKER_USER}/opentelemetry-operator is generated. If this format isn't suitable, it can be overridden by:

  • IMG_PREFIX, to override the registry, namespace and image name
  • DOCKER_USER, to override the namespace
  • IMG_REPO, to override the repository (opentelemetry-operator)
  • VERSION, to override only the version part
  • IMG, to override the entire image specification
IMG=docker.io/${DOCKER_USER}/opentelemetry-operator:dev-$(git rev-parse --short HEAD)-$(date +%s) make generate container container-push deploy

Your operator will be available in the opentelemetry-operator-system namespace.

Using a private container registry

Ensure the secret regcred has been created to enable opentelemetry-operator-controller-manager deployment to pull images from your private registry.

kubectl create secret docker-registry regcred --docker-server=<registry> --docker-username=${USER} --docker-password=${PASSWORD}  -n opentelemetry-operator-system

Testing

Unit tests

Some unit tests use envtest which requires Kubernetes binaries (e.g. api-server, etcd and kubectl) to be present on the host filesystem. Makefile takes care of installing all dependent binaries, however running the tests from IDE or via go test might not work out-of-the-box. The envtest uses env variable KUBEBUILDER_ASSETS that points to a directory with these binaries. To make the test work in IDE or go test the environment variable has to be correctly set.

Example how to run test that use envtest:

make envtest
KUBEBUILDER_ASSETS=$(./bin/setup-envtest use -p path 1.23) go test ./pkg...

End to end tests

To run the end-to-end tests, you'll need kind and chainsaw. They will be installed automatically in the project's local bin/ directory.

Once they are installed, the tests can be executed with make prepare-e2e, which will build an image to use with the tests, followed by make e2e. Keep in mind that you need to call make prepare-e2e again after you make changes to operator code or manifests.

The tests are located under tests/e2e and are written to be used with chainsaw. Refer to their documentation to understand how tests are written.

To revert the changes made by the make prepare-e2e run make reset.

OpenShift End to End tests

To run the end-to-end tests written for OpenShift, you'll need a OpenShift cluster.

To install the OpenTelemetry operator, please follow the instructions in Operator Lifecycle Manager (OLM)

Once the operator is installed, the tests can be executed using make e2e-openshift, which will call to the e2e-openshift target. Note that kind is disabled for the TestSuite as the requirement is to use an OpenShift cluster for these test cases.

The tests are located under tests/e2e-openshift and are written to be used with chainsaw.

Undeploying the operator from the local cluster

make undeploy

Project Structure

For a general overview of the directories from this operator and what to expect in each one of them, please check out the official GoDoc or the locally-hosted GoDoc

Contributing

Your contribution is welcome! For it to be accepted, we have a few standards that must be followed.

If you are contributing to sync the receivers from otel-collector-contrib, note that the operator only synchronizes receivers that aren't scrapers, as there's no need to open ports in services for this case. In general, receivers would open a UDP/TCP port and the operator should be adding an entry in the Kubernetes Service resource accordingly.

New features

Before starting the development of a new feature, please create an issue and discuss it with the project maintainers. Features should come with documentation and enough tests (unit and/or end-to-end).

Bug fixes

Every bug fix should be accompanied with a unit test, so that we can prevent regressions.

Documentation, typos, ...

They are mostly welcome!

Adding a Changelog Entry

The CHANGELOG.md file in this repo is autogenerated from .yaml files in the ./.chloggen directory.

Your pull-request should add a new .yaml file to this directory. The name of your file must be unique since the last release.

During the collector release process, all ./.chloggen/*.yaml files are transcribed into CHANGELOG.md and then deleted.

If a changelog entry is not required, add either [chore] to the title of the pull request or add the "Skip Changelog" label to disable this action.

Recommended Steps

  1. Create an entry file using make chlog-new. This generates a file based on your current branch (e.g. ./.chloggen/my-branch.yaml)
  2. Fill in all fields in the new file
  3. Run make chlog-validate to ensure the new file is valid
  4. Commit and push the file

Alternately, copy ./.chloggen/TEMPLATE.yaml, or just create your file from scratch.

Operator Lifecycle Manager (OLM)

For production environments, it is recommended to use the Operator Lifecycle Manager (OLM) to provision and update the OpenTelemetry Operator. Our operator is available in the Operator Hub, and when making changes involving those manifests the following steps can be used for testing. Refer to the OLM documentation for more complete information.

Setup OLM

When using Kubernetes, install OLM following the official instructions. At the moment of this writing, it involves the following:

operator-sdk olm install

When using OpenShift, the OLM is already installed.

Create the bundle and related images

The following commands will generate a bundle under bundle/, build an image with its contents, build and publish the operator image.

BUNDLE_IMG=docker.io/${USER}/opentelemetry-operator-bundle:latest IMG=docker.io/${USER}/opentelemetry-operator:latest make bundle container container-push bundle-build bundle-push

Install the operator

operator-sdk run bundle docker.io/${DOCKER_USER}/opentelemetry-operator-bundle:latest

Uninstall the operator

The operator can be uninstalled by deleting subscriptions.operators.coreos.com and clusterserviceversion.operators.coreos.com objects from the current namespace.

kubectl delete clusterserviceversion.operators.coreos.com --all
kubectl delete subscriptions.operators.coreos.com --all