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Install VerteX

You can use the Palette VerteX Helm Chart to install VerteX in a multi-node Kubernetes cluster in your airgap production environment.

This installation method is common in secure environments with restricted network access that prohibits using VerteX SaaS. Review our architecture diagrams to ensure your Kubernetes cluster has the necessary network connectivity for VerteX to operate successfully.

warning

Complete the Environment Setup steps before proceeding with the installation.

Prerequisites​

  • kubectl is installed and available.

  • Helm is installed and available.

  • Access to the target Kubernetes cluster's kubeconfig file. You must be able to interact with the cluster using kubectl commands and have sufficient permissions to install VerteX. We recommend using a role with cluster-admin permissions to install VerteX.

  • Ensure unzip or a similar extraction utility is installed on your system.

  • The Kubernetes cluster must be set up on a supported version of Kubernetes, which includes versions v1.25 to v1.27.

  • Ensure the Kubernetes cluster does not have Cert Manager installed. VerteX requires a unique Cert Manager configuration to be installed as part of the installation process. If Cert Manager is already installed, you must uninstall it before installing VerteX.

  • The Kubernetes cluster must have a Container Storage Interface (CSI) installed and configured. VerteX requires a CSI to store persistent data. You may install any CSI that is compatible with your Kubernetes cluster.

  • We recommended the following resources for VerteX. Refer to the VerteX size guidelines for additional sizing information.

    • 8 CPUs per node.

    • 16 GB Memory per node.

    • 100 GB Disk Space per node.

    • A Container Storage Interface (CSI) for persistent data.

    • A minimum of three worker nodes or three untainted control plane nodes.

  • The following network ports must be accessible for VerteX to operate successfully.

    • TCP/443: Inbound and outbound to and from the VerteX management cluster.

    • TCP/6443: Outbound traffic from the VerteX management cluster to the deployed clusters' Kubernetes API server.

  • Ensure you have an SSL certificate that matches the domain name you will assign to VerteX. You will need this to enable HTTPS encryption for VerteX. Reach out to your network administrator or security team to obtain the SSL certificate. You need the following files:

    • x509 SSL certificate file in the base64 format.

    • x509 SSL certificate key file in the base64 format.

    • x509 SSL certificate authority file in the base64 format.

  • An Nginx controller will be installed by default. If you already have an Nginx controller deployed in the cluster, you must set the ingress.enabled parameter to false in the values.yaml file.

  • A custom domain and the ability to update Domain Name System (DNS) records. You will need this to enable HTTPS encryption for VerteX.

  • If you are installing VerteX behind a network proxy server, ensure you have the Certificate Authority (CA) certificate file in the base64 format. You will need this to enable VerteX to communicate with the network proxy server.

  • Access to the VerteX Helm Charts. Refer to the Access VerteX for instructions on how to request access to the Helm Chart.

warning

Do not use a VerteX-managed Kubernetes cluster when installing VerteX. VerteX-managed clusters contain the VerteX agent and VerteX-created Kubernetes resources that will interfere with the installation.

Install VerteX​

The following instructions are agnostic to the Kubernetes distribution you are using. Depending on the underlying infrastructure provider and your Kubernetes distribution, you may need to modify the instructions to match your environment. Reach out to our support team if you need assistance.

  1. Open a terminal session and navigate to the directory where you downloaded the VerteX installation zip file provided by our support. Unzip the file to a directory named vertex-install.

    unzip release-*.zip -d vertex-install

  2. Navigate to the release folder inside the vertex-install directory.

    cd vertex-install/charts/release-*

  3. Open the file extras/cert-manager/values.yaml in a text editor and append the URL to your OCI registry, which also includes the namespace or project that is hosting the Spectro Cloud images. The URL should be in the format <registry-url>/<namespace>. In the example configuration below, the value my-oci-registry.com/spectro-images is prefixed to each URL. Save the file after you have appended the URL.

    image:
      cainjectorImage: "my-oci-registry.com/spectro-images/gcr.io/spectro-images-public/release-fips/jetstack/cert-manager-cainjector:spectro-v1.11.0-20230427"
      controllerImage: "my-oci-registry.com/spectro-images/gcr.io/spectro-images-public/release-fips/jetstack/cert-manager-controller:spectro-v1.11.0-20230427"
      webhookImage: "my-oci-registry.com/spectro-images/gcr.io/spectro-images-public/release-fips/jetstack/cert-manager-webhook:spectro-v1.11.0-20230808"
      amceResolverImage: "my-oci-registry.com/spectro-images/gcr.io/spectro-images-public/release-fips/jetstack/cert-manager-acmesolver:spectro-v1.11.0-20230427"

  4. Install Cert Manager using the following command. Replace the actual file name of the Cert Manager Helm Chart with the one you downloaded, as the version number may be different.

    helm upgrade --values extras/cert-manager/values.yaml \
    cert-manager extras/cert-manager/cert-manager-*.tgz --install
    Release "cert-manager" does not exist. Installing it now.
    NAME: cert-manager
    LAST DEPLOYED: Mon Jan 29 16:32:33 2024
    NAMESPACE: default
    STATUS: deployed
    REVISION: 1
    TEST SUITE: None

  5. Open the file extras/image-swap/values.yaml in a text editor and append the URL to your OCI registry that also includes the namespace or project that is hosting the Spectro Cloud images.

    config:
      imageSwapImages:
        imageSwapInitImage: "my-oci-registry.com/spectro-images/gcr.io/spectro-images-public/release/thewebroot/imageswap-init:v1.5.2-spectro-4.1.1"
        imageSwapImage: "my-oci-registry.com/spectro-images/gcr.io/spectro-images-public/release/thewebroot/imageswap:v1.5.2-spectro-4.1.1"

  6. Update the ociImageRegistry section with the proper configuration values to your OCI registry. The ociImageRegistry section should look similar to the following example.

    info

    Use the following mirrorRegistriesplaceholder string to replace the respective values of your OCI registry.

    docker.io::OCI_URL/IMAGE_PROJECT,gcr.io::OCI_URL/IMAGE_PROJECT,ghcr.io::OCI_URL/IMAGE_PROJECT,k8s.gcr.io::OCI_URL/IMAGE_PROJECT,registry.k8s.io::OCI_URL/IMAGE_PROJECT,quay.io::OCI_URL/IMAGE_PROJECT"
    ociImageRegistry:
      endpoint: "my-oci-registry.com"
      name: "Airgap Images OCI"
      password: ""
      username: ""
      baseContentPath: "spectro-images" #
      insecureSkipVerify: true
      caCert: ""
      mirrorRegistries: "docker.io::my-oci-registry.com/spectro-images,gcr.io::my-oci-registry.com/spectro-images,ghcr.io::my-oci-registry.com/spectro-images,k8s.gcr.io::my-oci-registry.com/spectro-images,registry.k8s.io::my-oci-registry.com/spectro-images,quay.io::my-oci-registry.com/spectro-images"

  7. Go ahead and install the image-swap chart using the following command. Point to the values.yaml file you configured in steps five through six.

    helm upgrade --values extras/image-swap/values.yaml \
    image-swap extras/image-swap/image-swap-*.tgz --install
    Release "image-swap" does not exist. Installing it now.
    NAME: image-swap
    LAST DEPLOYED: Mon Jan 29 17:04:23 2024
    NAMESPACE: default
    STATUS: deployed
    REVISION: 1
    TEST SUITE: None
    tip

    If you need to override the image-swap registry configuration post-deployment, refer to the Override Registry Configuration page for instructions.

  8. Open the values.yaml file in the spectro-mgmt-plane folder with a text editor of your choice. The values.yaml file contains the default values for the Palette installation parameters. However, you must populate the following parameters before installing Palette. You can learn more about the parameters on the values.yaml file on the Helm Configuration Reference page.

    Ensure you provide the proper ociImageRegistry.mirrorRegistries values if you are using a self-hosted OCI registry. You can find the placeholder string in the ociImageRegistry section of the values.yaml file.

    ParameterDescriptionType
    env.rootDomainThe URL name or IP address you will use for the VerteX installation.string
    config.installationModeThe installation mode for VerteX. The values can be connected or airgap. Set this value to airgap.string
    ociPackEcrRegistryThe OCI registry credentials for the VerteX FIPS packs repository.object
    ociImageRegistryThe OCI registry credentials for the VerteX images repository.object
    ociImageRegistry.mirrorRegistriesReplace the placeholder string with the respective values of your OCI registry repository that is hosting the images. Do not use the same values you provided to the image-swap values.yaml. The placeholders require a /v2/ endpoint if your OCI registry supports the Docker Registry protocol v2, otherwise container pull images will fail.
    imageSwapImagesThe image swap configuration for VerteX. If you are using an OCI registry, such as Harbor. Replace the prefix URLs with your OCI registry URL that includes the image namespace or project: <registry-url>/<namespace>.object
    imageSwapConfig.isEKSClusterIf you are NOT installing VerteX on an EKS cluster, set this value to false.boolean
    scarSpecify your HTTP file server values. If your HTTP file server requires credentials ensure the provided values are base64-encoded. Example of the string "admin" encoded in base64 - YWRtaW4=.object
    ingress.enabledWhether to install the Nginx ingress controller. Set this to false if you already have an Nginx controller deployed in the cluster.boolean
    reach-systemSet reach-system.enabled to true and configure the reach-system.proxySettings parameters for VerteX to use a network proxy in your environment.object

    Save the values.yaml file after you have populated the required parameters mentioned in the table.

    warning

    VerteX VerteX does not support insecure connections. Ensure you have the Certificate Authority (CA) available, in PEM format, when using a custom packs and image registry. Otherwise, VerteX will not be able to pull packs and images from the registry. Use the caCert parameter to provide the base64-encoded CA certificate.

    Select one of the following tabs to review an example of the values.yaml file with the required parameters highlighted.

    #########################
    # Spectro Cloud VerteX #
    #########################
    # MongoDB Configuration
    mongo:
      # Whether to deploy MongoDB in-cluster (internal == true) or use Mongo Atlas
      internal: true

      # Mongodb URL. Only change if using Mongo Atlas.
      databaseUrl: "mongo-0.mongo,mongo-1.mongo,mongo-2.mongo"
      # Mongo Atlas password, base64 encoded. Only enter if using Mongo Atlas.
      databasePassword: ""

      # No. of mongo replicas to run, default is 3
      replicas: 3
      # The following only apply if mongo.internal == true
      cpuLimit: "2000m"
      memoryLimit: "4Gi"
      pvcSize: "20Gi"
      storageClass: "" # leave empty to use the default storage class

    config:
      installationMode: "airgap" # values can be connected or airgap.

      # SSO SAML Configuration (Optional for self-hosted type)
      sso:
        saml:
          enabled: false
          acsUrlRoot: "myfirstpalette.spectrocloud.com"
          acsUrlScheme: "https"
          audienceUrl: "https://www.spectrocloud.com"
          entityId: "https://www.spectrocloud.com"
          apiVersion: "v1"

      # Email Configurations. (Optional for self-hosted type)
      email:
        enabled: false
        emailId: "noreply@spectrocloud.com"
        smtpServer: "smtp.gmail.com"
        smtpPort: 587
        insecureSkipVerifyTls: true
        fromEmailId: "noreply@spectrocloud.com"
        password: "" # base64 encoded SMTP password

      env:
        # rootDomain is a DNS record which will be mapped to the ingress-nginx-controller load balancer
        # E.g., myfirstpalette.spectrocloud.com
        # - Mandatory if ingress.internal == false
        # - Optional if ingress.internal == true (leave empty)
        #
        # IMPORTANT: a DNS record must be created separately and it must be a wildcard to account for Organization prefixes
        # E.g., *.myfirstpalette.spectrocloud.com
        rootDomain: "vertex.example.com"

      # stableEndpointAccess is used when deploying EKS clusters in Private network type.
      # When your Saas installed instance have connectivity to the private VPC where you want to launch the cluster set the stableEndpointAccess to true
      cluster:
        stableEndpointAccess: false

      #  registry:
      #    endpoint: "" #<Contact Spectro Cloud Sales for More info>
      #    name: "" #<Contact Spectro Cloud Sales for More info>
      #    password: "" #<Contact Spectro Cloud Sales for More info>
      #    username: "" #<Contact Spectro Cloud Sales for More info>
      #    insecureSkipVerify: false
      #    caCert: ""

      #  ociPackRegistry:
      #    endpoint: "" #<Contact Spectro Cloud Sales for More info>
      #    name: "" #<Contact Spectro Cloud Sales for More info>
      #    password: "" #<Contact Spectro Cloud Sales for More info>
      #    username: "" #<Contact Spectro Cloud Sales for More info>
      #    baseContentPath: "" #<Contact Spectro Cloud Sales for More info>
      #    insecureSkipVerify: false
      #    caCert: ""

      # ociPackEcrRegistry:
      #   endpoint: "" #<Contact Spectro Cloud Sales for More info>
      #   name: "" #<Contact Spectro Cloud Sales for More info>
      #   accessKey: "" #<Contact Spectro Cloud Sales for More info>
      #   secretKey: "" #<Contact Spectro Cloud Sales for More info>
      #   baseContentPath: "" #<Contact Spectro Cloud Sales for More info>
      #   isPrivate: true
      #   insecureSkipVerify: false
      #   caCert: ""

      ociImageRegistry:
        endpoint: "my-oci-registry.com" #<Contact Spectro Cloud Sales for More info>
        name: "Airgap Image OCI" #<Contact Spectro Cloud Sales for More info>
        password: "" #<Contact Spectro Cloud Sales for More info>
        username: "" #<Contact Spectro Cloud Sales for More info>
        baseContentPath: "spectro-images" #<Contact Spectro Cloud Sales for More info>
        insecureSkipVerify: true
        caCert: ""
        mirrorRegistries: "docker.io::my-oci-registry.com/v2/spectro-images,gcr.io::my-oci-registry.com/v2/spectro-images,ghcr.io::my-oci-registry.com/v2/spectro-images,k8s.gcr.io::my-oci-registry.com/v2/spectro-images,registry.k8s.io::my-oci-registry.com/v2/spectro-images,quay.io::my-oci-registry.com/v2/spectro-images"

      scar:
        endpoint: "http://10.15.20.15:2015"
        username: "YWRtaW4="
        password: "YWRtaW4="
        insecureSkipVerify: true
        caCert: ""

      imageSwapImages:
        imageSwapInitImage: "my-oci-registry.com/spectro-images/gcr.io/spectro-images-public/release-fips/thewebroot/imageswap-init:v1.5.2"
        imageSwapImage: "my-oci-registry.com/spectro-images/gcr.io/spectro-images-public/release-fips/thewebroot/imageswap:v1.5.2"

      imageSwapConfig:
        isEKSCluster: true #If the Cluster you are trying to install is EKS cluster set value to true else set to false

    nats:
      # Should we install nats as part of the nats chart bundled with hubble charts
      # If not enabled NATS service should be installed as a separate service.

      enabled: true

      # Whether to front NATS with a cloud load balancer (internal == false) or
      # either share the ingress load balancer or use hostNetwork (internal == true).
      # See nats.natsUrl comments for further detail.
      internal: true

      # NATS URL
      # Comma separated list of <dns_name:port> mappings for nats load balancer service
      # E.g., "message1.dev.spectrocloud.com:4222,message2.dev.spectrocloud.com:4222"
      #
      # Mandatory if nats.internal == false
      # Otherwise, if nats.internal == true:
      # - If ingress.ingress.internal == true: leave empty (use hostNetwork)
      # - If ingress.ingress.internal == false: use "<config.env.rootDomain>:4222" (share ingress lb)
      natsUrl: ""

      # *********************** IMPORTANT NOTE ******************************
      # * if nats.internal == true, ignore all of the following NATS config *
      # *********************************************************************

      # NATS load balancer annotations
      annotations: {}

      # AWS example
      # service.beta.kubernetes.io/aws-load-balancer-ssl-cert: <ACM_ARN>
      # service.beta.kubernetes.io/aws-load-balancer-ssl-ports: "server-port"
      # service.beta.kubernetes.io/aws-load-balancer-backend-protocol: tcp

      # Azure example
      # service.beta.kubernetes.io/azure-load-balancer-internal: "true"
      # service.beta.kubernetes.io/azure-dns-label-name: myserviceuniquelabel

      # Static IP for the nats loadbalancer service. If empty, a dynamic IP will be generated.
      natsStaticIP: ""
    grpc:
      external: false
      endpoint: "" # Please provide DNS endpoint with the port eg: msg.spectrocloud.com:443
      caCertificateBase64: "" # Please provide caCertificate for the grpc server Cert
      serverCrtBase64: ""
      serverKeyBase64: ""
      insecureSkipVerify: false

    ingress:
      # When enabled nginx ingress controller would be installed
      enabled: true

      ingress:
        # Whether to front NGINX Ingress Controller with a cloud
        # load balancer (internal == false) or use host network
        internal: false

        # Default SSL certificate and key for NGINX Ingress Controller (Optional)
        # A wildcard cert for config.env.rootDomain, e.g., *.myfirstpalette.spectrocloud.com
        # If left blank, the NGINX ingress controller will generate a self-signed cert (when terminating TLS upstream of ingress-nginx-controller)
        certificate: ""
        key: ""

        #If ACM is enabled please use grpc as a non internal and bring grpc on different LB. Provide certificate and dns for it.
        annotations: {}
        # AWS example
        # service.beta.kubernetes.io/aws-load-balancer-internal: "true"
        # service.beta.kubernetes.io/aws-load-balancer-backend-protocol: tcp
        # service.beta.kubernetes.io/aws-load-balancer-ssl-cert: <ACM_ARN>
        # service.beta.kubernetes.io/aws-load-balancer-ssl-ports: "https"

        # Azure example
        # service.beta.kubernetes.io/azure-load-balancer-internal: "true"
        # service.beta.kubernetes.io/azure-dns-label-name: myserviceuniquelabel

        # Static IP for the Ingress load balancer service. If empty, a dynamic IP will be generated.
        ingressStaticIP: ""

        # For Service like AWS Load Balancer using https we would want to terminate the HTTPS at Load Balancer.
        terminateHTTPSAtLoadBalancer: false
      nats:
        enabled: true

    frps:
      frps:
        enabled: false
        frpHostURL: proxy.sample.spectrocloud.com
        server:
          crt: 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
          key: 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
        ca:
          crt: 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
        service:
          annotations: {}

    ui-system:
      enabled: true
      ui:
        nocUI:
          enable: true
          mapBoxAccessToken: "" # Leave Empty to use Default Access Token from Palette
          mapBoxStyledLayerID: "" # Leave Empty to use Default Style Layer ID

    reachSystem:
      enabled: false
      proxySettings:
        http_proxy: ""
        https_proxy: ""
        no_proxy: ""
        ca_crt_path: "" # Set the 'ca_crt_path' parameter to the location of the certificate file on each node.
      scheduleOnControlPlane: true
    warning

    Ensure you have configured the values.yaml file with the required parameters before proceeding to the next steps.

  9. This step is only required if you are installing VerteX in an environment where a network proxy must be configured for VerteX to access the internet. If you are not using a network proxy, skip to the next step.

    Install the reach-system chart using the following command. Point to the values.yaml file you configured in the step eight.

    helm upgrade --values vertex/values.yaml \
    reach-system extras/reach-system/reach-system-*.tgz --install
    Release "reach-system" does not exist. Installing it now.
    NAME: reach-system
    LAST DEPLOYED: Mon Jan 29 17:04:23 2024
    NAMESPACE: default
    STATUS: deployed
    REVISION: 1
    TEST SUITE: None

  10. Install the VerteX Helm Chart using the following command.

    helm upgrade --values vertex/values.yaml \
    hubble vertex/spectro-mgmt-plane-*.tgz --install
    Release "hubble" does not exist. Installing it now.
    NAME: hubble
    LAST DEPLOYED: Mon Jan 29 17:07:51 2024
    NAMESPACE: default
    STATUS: deployed
    REVISION: 1
    TEST SUITE: None

  11. Track the installation process using the command below. VerteX is ready when the deployments in the namespaces cp-system, hubble-system, ingress-nginx, jet-system, and ui-system reach the Ready state. The installation takes between two to three minutes to complete.

    kubectl get pods --all-namespaces --watch
    tip

    For a more user-friendly experience, use the open-source tool k9s to monitor the installation process.

  12. Create a DNS CNAME record that is mapped to the VerteX ingress-nginx-controller load balancer. You can use the following command to retrieve the load balancer IP address. You may require the assistance of your network administrator to create the DNS record.

    kubectl get service ingress-nginx-controller --namespace ingress-nginx \
    --output jsonpath='{.status.loadBalancer.ingress[0].hostname}'
    info

    As you create tenants in VerteX, the tenant name is prefixed to the domain name you assigned to VerteX. For example, if you create a tenant named tenant1 and the domain name you assigned to VerteX is vertex.example.com, the tenant URL will be tenant1.vertex.example.com. You can create an additional wildcard DNS record to map all tenant URLs to the VerteX load balancer.

  13. Use the custom domain name or the IP address of the load balancer to visit the VerteX system console. To access the system console, open a web browser, paste the custom domain URL in the address bar, and append the value /system.

    The first time you visit the VerteX system console, a warning message about a not-trusted SSL certificate may appear. This is expected, as you have not yet uploaded your SSL certificate to VerteX. You can ignore this warning message and proceed.

    Screenshot of the VerteX system console showing Username and Password fields.

  14. Log in to the system console using the following default credentials. Refer to the password requirements documentation page to learn more about password requirements.

    ParameterValue
    Usernameadmin
    Passwordadmin

    After login, you will be prompted to create a new password. Enter a new password and save your changes. You will be redirected to the VerteX system console. Use the username admin and your new password to log in to the system console. You can create additional system administrator accounts and assign roles to users in the system console. Refer to the Account Management documentation page for more information.

  15. After login, a summary page is displayed. VerteX is installed with a self-signed SSL certificate. To assign a different SSL certificate, you must upload the SSL certificate, SSL certificate key, and SSL certificate authority files to VerteX. You can upload the files using the VerteX system console. Refer to the Configure HTTPS Encryption page for instructions on how to upload the SSL certificate files to Palette.

    warning

    If you plan to deploy host clusters into different networks, you may require a reverse proxy. Check out the Configure Reverse Proxy guide for instructions on how to configure a reverse proxy for VerteX.

You now have a self-hosted instance of VerteX installed in a Kubernetes cluster. Make sure you retain the values.yaml file, as you may need it for future upgrades.

Validate​

Use the following steps to validate the VerteX installation.

  1. Open up a web browser and navigate to the VerteX system console. To access the system console, open a web browser, paste the env.rootDomain value you provided in the address bar, and append the value /system in the following format: <env.rootDomain>/system. You can also use the IP address of the load balancer.

  2. Log in using the credentials you received from our support team. After login, you will be prompted to create a new password. Enter a new password and save your changes. You will be redirected to the VerteX system console.

  3. Open a terminal session and issue the following command to verify the VerteX installation. The command should return a list of deployments in the cp-system, hubble-system, ingress-nginx, jet-system, and ui-system namespaces.

    kubectl get pods --all-namespaces --output custom-columns="NAMESPACE:metadata.namespace,NAME:metadata.name,STATUS:status.phase" \
    | grep -E '^(cp-system|hubble-system|ingress-nginx|jet-system|ui-system)\s'

    Your output should look similar to the following.

    cp-system       spectro-cp-ui-689984f88d-54wsw             Running
    hubble-system   auth-85b748cbf4-6drkn                      Running
    hubble-system   auth-85b748cbf4-dwhw2                      Running
    hubble-system   cloud-fb74b8558-lqjq5                      Running
    hubble-system   cloud-fb74b8558-zkfp5                      Running
    hubble-system   configserver-685fcc5b6d-t8f8h              Running
    hubble-system   event-68568f54c7-jzx5t                     Running
    hubble-system   event-68568f54c7-w9rnh                     Running
    hubble-system   foreq-6b689f54fb-vxjts                     Running
    hubble-system   hashboard-897bc9884-pxpvn                  Running
    hubble-system   hashboard-897bc9884-rmn69                  Running
    hubble-system   hutil-6d7c478c96-td8q4                     Running
    hubble-system   hutil-6d7c478c96-zjhk4                     Running
    hubble-system   mgmt-85dbf6bf9c-jbggc                      Running
    hubble-system   mongo-0                                    Running
    hubble-system   mongo-1                                    Running
    hubble-system   mongo-2                                    Running
    hubble-system   msgbroker-6c9b9fbf8b-mcsn5                 Running
    hubble-system   oci-proxy-7789cf9bd8-qcjkl                 Running
    hubble-system   packsync-28205220-bmzcg                    Succeeded
    hubble-system   spectrocluster-6c57f5775d-dcm2q            Running
    hubble-system   spectrocluster-6c57f5775d-gmdt2            Running
    hubble-system   spectrocluster-6c57f5775d-sxks5            Running
    hubble-system   system-686d77b947-8949z                    Running
    hubble-system   system-686d77b947-cgzx6                    Running
    hubble-system   timeseries-7865bc9c56-5q87l                Running
    hubble-system   timeseries-7865bc9c56-scncb                Running
    hubble-system   timeseries-7865bc9c56-sxmgb                Running
    hubble-system   user-5c9f6c6f4b-9dgqz                      Running
    hubble-system   user-5c9f6c6f4b-hxkj6                      Running
    ingress-nginx   ingress-nginx-controller-2txsv             Running
    ingress-nginx   ingress-nginx-controller-55pk2             Running
    ingress-nginx   ingress-nginx-controller-gmps9             Running
    jet-system      jet-6599b9856d-t9mr4                       Running
    ui-system       spectro-ui-76ffdf67fb-rkgx8                Running

Next Steps​

You have successfully installed VerteX in a Kubernetes cluster. Your next steps are to configure VerteX for your organization. Start by creating the first tenant to host your users. Use the Create a Tenant page for instructions on how to create a tenant.