Install an Edge site

Install the Edge software on a Linux server after you create the Edge site in Collibra Platform Self-Hosted.

Choose one of the following options based on your infrastructure:

  • Bundled k3s: The easiest option for local installations on a Linux virtual machine running Red Hat. Edge provides the supported Kubernetes version.
  • A managed Kubernetes cluster: Use one of the following methods if you want to install Edge on an existing, supported Kubernetes cluster.
    • Edge CLI: This recommended method grants you more control over the location and resources of your Edge site installation.
    • Helm chart: Use this method only if you are familiar with Helm and Kubernetes.
    • Zarf package: This method allows you to install your Edge site offline by downloading and running the Edge Zarf package. It should only be used if you have an Air-gapped Collibra Platform and environment.

For an overview of the Edge workflow, go to Steps Overview: Setup and use a site.

Prerequisites

Steps

  1. Download the installer:
    1. Open a site.
      1. On the main toolbar, click Products iconCogwheel icon Settings.
        The Settings page opens.
      2. In the tab pane, click Edge.
        The Sites tab opens and shows a table with an overview of your sites.
      3. In the site overview, click the name of a site.
        The site page appears.
    2. Click Download Installer.
      An Edge user is created in CPSH.
      Warning  Every time you download an Edge site installer, the previously downloaded Edge site installer becomes outdated. If you use this outdated installer, the Edge site cannot communicate with CPSH.
    3. Depending on your operating system and browser, follow the regular steps for downloading files.
      The installer file is a TGZ archive and contains the files proxy.properties and registries.yaml.
  2. Extract the TGZ archive on the server on which you want to install the Edge site software.
    Copy
    tar -xf <edge-site-id>-installer.tgz
    Note 
    • Keep the installer or the contents of the extracted installer in a secure location on your server. These contents contain various tools that you may need later, for example to troubleshoot issues.
    • Ensure the directory is not mounted as noexec before you run scripts or executable files. If a directory is mounted as noexec, scripts and executable files can't be run within the directory. For example, you won't be able to use the Edge CLI if you mount the directory as noexec.
  3. From inside the extracted TGZ archive directory, run the k3s installer script, including any additional flags you may need to configure. For example, if you want to configure a forward proxy or use a private docker registry for your Edge site.
    Copy
    sudo sh install-master.sh -r registries.yaml
    In the Edge sites overview, you can see the status of the deployment.
  4. Run the following commands to verify the status of the installation.
    • To ensure that Kubernetes is running and that there is an existing node:
      Copy
      sudo /usr/local/bin/kubectl get nodes
    • To ensure the state of all pods are installed and running:
      Copy
      sudo /usr/local/bin/kubectl get pods --all-namespaces
Tip 
What is your Edge site installation method?
Which Edge CLI method do you want to use?

The default Edge CLI method automatically creates the required cluster level objects, such as namespaces and priority classes, for you. This reduces manual configuration and ensures your Edge site meets the cluster level requirements.

Prerequisites

  • You have a global role with the Install Edge sites and the User Administration global permission, for example Edge site administrator.
  • You installed Collibra Platform Self-Hosted.
  • You configured the forward proxy, if a forward proxy is required for Edge to connect to CPSH, jFrog, and the OpenTelemtry endpoint, if it's different from the default.Contact your network administrator if this is applicable.
  • Your server meets all system requirements.
  • You must have admin level access to your the Kubernetes cluster where you want to install your Edge site.

Steps

  1. Download the installer:
    1. Open a site.
      1. On the main toolbar, click Products iconCogwheel icon Settings.
        The Settings page opens.
      2. In the tab pane, click Edge.
        The Sites tab opens and shows a table with an overview of your sites.
      3. In the site overview, click the name of a site.
        The site page appears.
    2. Click Download Installer.
      An Edge user is created in CPSH.
      Warning  Every time you download an Edge site installer, the previously downloaded Edge site installer becomes outdated. If you use this outdated installer, the Edge site cannot communicate with CPSH.
    3. Depending on your operating system and browser, follow the regular steps for downloading files.
      The installer file is a TGZ archive and contains the files proxy.properties and registries.yaml.
  2. Extract the TGZ archive on the external Linux server which will be used to install the Edge site on your managed Kubernetes cluster.

    Copy
    tar -xf <edge-site-id>-installer.tgz
    Note 
    • Keep the installer or the contents of the extracted installer in a secure location on your server. These contents contain various tools that you may need later, for example to troubleshoot issues.
    • Ensure the directory is not mounted as noexec before you run scripts or executable files. If a directory is mounted as noexec, scripts and executable files can't be run within the directory. For example, you won't be able to use the Edge CLI if you mount the directory as noexec.
  3. Set the EDGE_INSTALLER_PATH environment variable to the path of the root of the extracted installer.
  4. Run the following command to confirm that the Kubeconfig environment variable has been set to a valid kubeconfig:
    Copy
    echo $KUBECONFIG 
  5. If you intend to have multiple Edge sites in your Kubernetes cluster, you must give each Edge site a unique namespace.
  6. If you are using an Openshift cluster, deploy Security Context Constraints (SCC) which provide Edge service accounts with the required permissions.
  7. On the machine connected to Kubernetes, use the Edge CLI to run one of the following installation commands. Add specific flags to the command to configure your setup, such as for a forward proxy. To see a full list of available installation flags, run the edgecli install--help command in the Edge CLI:
    • With terminal logging, which only saves the output to the Edge terminal:
      Copy
      ./edgecli install -n <my-namespace>
    • With terminal and file logging, which saves the output both to the terminal and a separate file. This file will be saved in the current directory with the naming format: edge-installer-$(date +"%Y-%m-%d_%H-%M-%S").log:
      Copy
      ./edgecli install -n <my-namespace> 2>&1 | tee "edge-installer-$(date +"%Y-%m-%d_%H-%M-%S").log"
    In the Edge site's overview, you see the status of the installation.
  8. Run the following command to verify the status of the installation.
    Copy
    kubectl get pods -n collibra-edge

The restrictive Edge CLI method allows you to create the required cluster-level objects like namespaces and priority classes. Use this method if your organization has strict security requirements that prevent Edge from creating these objects automatically.

Prerequisites

  • You have a global role with the Install Edge sites and the User Administration global permission, for example Edge site administrator.
  • You installed Collibra Platform Self-Hosted.
  • You configured the forward proxy, if a forward proxy is required for Edge to connect to CPSH, jFrog, and the OpenTelemtry endpoint, if it's different from the default.Contact your network administrator if this is applicable.
  • Your server meets all system requirements.
  • You must have namespace level access to the Kubernetes cluster where you want to install your Edge site.

Steps

  1. Download the installer:
    1. Open a site.
      1. On the main toolbar, click Products iconCogwheel icon Settings.
        The Settings page opens.
      2. In the tab pane, click Edge.
        The Sites tab opens and shows a table with an overview of your sites.
      3. In the site overview, click the name of a site.
        The site page appears.
    2. Click Download Installer.
      An Edge user is created in CPSH.
      Warning  Every time you download an Edge site installer, the previously downloaded Edge site installer becomes outdated. If you use this outdated installer, the Edge site cannot communicate with CPSH.
    3. Depending on your operating system and browser, follow the regular steps for downloading files.
      The installer file is a TGZ archive and contains the files proxy.properties and registries.yaml.
  2. Extract the TGZ archive on the external Linux server which will be used to install the Edge site on your managed Kubernetes cluster.
    Copy
    tar -xf <edge-site-id>-installer.tgz
    Note 
    • Keep the installer or the contents of the extracted installer in a secure location on your server. These contents contain various tools that you may need later, for example to troubleshoot issues.
    • Ensure the directory is not mounted as noexec before you run scripts or executable files. If a directory is mounted as noexec, scripts and executable files can't be run within the directory. For example, you won't be able to use the Edge CLI if you mount the directory as noexec.
  3. Set the EDGE_INSTALLER_PATH environment variable to the path of the root of the extracted installer.
  4. Run the following command to confirm that the Kubeconfig environment variable has been set to a valid kubeconfig:
    Copy
    echo $KUBECONFIG  
  5. Deploy cluster level objects:
    1. Create the namespace for collibra-edge.
      Note Clusters that have more than one Edge site installed must have unique namespaces.
      1. Copy the following command, replacing <my-namespace> with a unique name for the namespace:
        Copy
        apiVersion: v1
        kind: Namespace
        metadata:
          name: <my-namespace>
          labels:
            pod-security.kubernetes.io/enforce: baseline
            pod-security.kubernetes.io/enforce-version: v1.27
      2. Store this copied yaml into a new file called collibra-edge-ns.yaml.
      3. Create the namespace using kubectl:
        Copy
        kubectl apply -f collibra-edge-ns.yaml
      Note Throughout the remaining installation steps, replace <my-namespace> in the provided commands with this new namespace name. Example commands will have edge-namespace as an example namespace name.
    2. For all cluster types, deploy priority classes:
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      kubectl apply -f resources/custom/priorityclass.yaml
    3. If you are using an Openshift cluster, deploy Security Context Constraints (SCC) which provide Edge service accounts with the required permissions.
  6. On the machine connected to Kubernetes, use the Edge CLI to run one of the following installation commands. Add specific flags to the command to configure your setup, such as for a forward proxy. To see a full list of available installation flags, run the edgecli install--help command in the Edge CLI:
    • With terminal logging, which only saves the output to the Edge terminal:
      Copy
      ./edgecli install -n <my-namespace>
    • With terminal and file logging, which saves the output both to the terminal and a separate file. This file will be saved in the current directory with the naming format: edge-installer-$(date +"%Y-%m-%d_%H-%M-%S").log:
      Copy
      ./edgecli install -n <my-namespace> 2>&1 | tee "edge-installer-$(date +"%Y-%m-%d_%H-%M-%S").log"
    In the Edge site's overview, you see the status of the installation.
  7. Run the following command to verify the status of the installation.
    Copy
    kubectl get pods -n <my-namespace>

Install your Edge site using the Helm chart method for more control over your deployment. This method organizes Kubernetes objects into a single package that you can deploy to your Kubernetes cluster. Only use this method if you are familiar with Helm and Kubernetes.

You can add custom annotations and labels to values in the values.yaml file during or after installation. This file is available when you download the Edge site installer. If you change annotations or labels after installation, you must restart your Edge site for these changes to take effect.

For example:

Copy
global:
  collibra: 
    # Will apply to all pods on cluster 
    podExtraAnnotations: {"com.company.vault/secret-path": "${value}"}
    podExtraLabels: {"com.company.vault/role":"edgeRole"}
    # Will apply to only job pods on cluster
    jobPodExtraLabels: {"edge.collibra.com/job-type":"profiling"}
    jobPodExtraAnnotations: {"com.company.vault/role":"edgeJob"}

Warning Collibra Support will not assist with custom Helm or Kubernetes configurations. The following steps are an example, and any assistance for configurations or issues outside of these steps is unsupported. We recommend using the Edge CLI method for managed Kubernetes installations.

A common example of custom Helm configurations is, but not limited to, using an unsupported private repository. For more information, go to our supported private helm registries documentation.

Prerequisites

  • You have a global role with the Install Edge sites and the User Administration global permission, for example Edge site administrator.
  • You created an Edge site.
  • You installed Collibra Platform Self-Hosted.
  • You configured the forward proxy, if a forward proxy is required for Edge to connect to CPSH, jFrog, and the OpenTelemtry endpoint, if it's different from the default.Contact your network administrator if this is applicable.
  • Your server meets all system requirements.
  • You will install your Edge site on a supported Kubernetes cluster.
  • You must have admin privileges to create the collibra-edge namespace, priority classes, and CRD’s when executing the install script.
  • You must run the following commands on a virtual machine where yq version 4.18.1 or later, and jq can be executed.

Steps

  1. Download the installer:
    1. Open a site.
      1. On the main toolbar, click Products iconCogwheel icon Settings.
        The Settings page opens.
      2. In the tab pane, click Edge.
        The Sites tab opens and shows a table with an overview of your sites.
      3. In the site overview, click the name of a site.
        The site page appears.
    2. Click Download Installer.
      An Edge user is created in CPSH.
      Warning  Every time you download an Edge site installer, the previously downloaded Edge site installer becomes outdated. If you use this outdated installer, the Edge site cannot communicate with CPSH.
    3. Depending on your operating system and browser, follow the regular steps for downloading files.
      The installer file is a TGZ archive and contains the files proxy.properties and registries.yaml.
  2. Extract the TGZ archive on the external Linux server which will be used to install the Edge site on your managed Kubernetes cluster.

    Copy
    tar -xf <edge-site-id>-installer.tgz
    Note 
    • Keep the installer or the contents of the extracted installer in a secure location on your server. These contents contain various tools that you may need later, for example to troubleshoot issues.
    • Ensure the directory is not mounted as noexec before you run scripts or executable files. If a directory is mounted as noexec, scripts and executable files can't be run within the directory.
  3. From inside the extracted TGZ archive directory, run the helm installer prerequisite script, including any additional helm install script flags you may need to configure. For example, if you want to use a custom namespace or install your Edge site on an OpenShift cluster.
    Copy
    sh collibra-edge-helm-chart/helm-install-prerequisites.sh --namespace <my-namespace> --installer .
  4. Install your Edge site using the Helm installer script. Replace <my-namespace> with your Edge site namespace.

    Copy
    helm install collibra-edge collibra-edge-helm-chart/collibra-edge -n <my-namespace> --values site-values.yaml
    Note 
    • If you need to review the default collibra-edge chart values included when you run the Helm installer script, you can either inspect the values.yaml or README.md files in ./collibra-edge-helm-chart/collibra-edge. If you need to override, manually add the value to the command using the --set flag.

How to install an Air-gapped Edge site via the Zarf package method

Important The Zarf package method is only supported if you have an Air-gapped Collibra Platform and environment.

Prerequisites

  •  In your workstation:
    • Your server meets all system requirements.
    • You must have admin level access to the Kubernetes cluster where you want to install your Edge site.
    • You have configured the forward proxy, if a forward proxy is required for Edge to connect to Collibra Platform Self-Hosted. Contact your network administrator if this is applicable.
  • You must have the following in Collibra:
    • You will install your Edge site on an EKS cluster that has Zarf deployed.
      Note The AWS Load Balancer Controller is not needed.
    • FIPS Mode: Collibra must be installed in FIPS mode for Air-gapped Edge installation to support required cryptographic modules. (See Install CPSH for more information.)
      Important For Air-gapped environments, FIPS mode is mandatory to support required cryptographic algorithms.
    • If you want to deploy in Edge-only mode, you must apply the kubectl apply -f cpsh-priority-classes.yaml and /cpsh-platform-zarf-package/resources/cpsh-priority-classes.yaml priority classes before proceeding.
    • The username and password for a Collibra user that has the following global permissions. This user is used only to create, reinstall, and delete Air-gapped Edge sites. For reference purposes, we will refer to this user as the Air-gapped Edge installation user.
      • Install Edge sites
      • Manage Edge sites
      • Manage connections and capabilities
      • Upload Edge charts
      • View Edge connections and capabilities

Steps

Important You can only have 1 Air-gapped Edge site per Kubernetes cluster.

  1. From the Downloads page, click the latest Collibra Zarf package.
    Note If you do not see Collibra CPSH extended capabilities please reach out to your Collibra account team.
  2. From the Collibra ZARF package page, click and download the Edge Zarf package.
  3. Set up your kubeconfig or kubecontext so that it points to your Kubernetes cluster.
  4. If you don't plan to install Technical lineage Collibra Platform Self-Hosted, apply these priority classes with kubectl apply -f cpsh-priority-classes.yaml and /cpsh-platform-zarf-package/resources/cpsh-priority-classes.yaml:
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    apiVersion: scheduling.k8s.io/v1
    kind: PriorityClass
    metadata:
      name: platform
    value: 10000000
    description: "Platform supporting services level"
    ---
    apiVersion: scheduling.k8s.io/v1
    kind: PriorityClass
    metadata:
      name: application
    value: 100000
    description: "Application level"
    ---
    apiVersion: scheduling.k8s.io/v1
    kind: PriorityClass
    metadata:
      name: job
    value: 1000
    description: "Job level"
  5. Using the Zarf CLI:
    1. Copy and paste the following command in the Zarf CLI:
      Copy
      zarf package deploy <PATH TO ZST PACKAGE> \
          --set PLATFORM_ID=<DGC URL> \
          --set PLATFORM_USER=<DGC ADMIN NAME> \
          --set PLATFORM_PASSWORD=<DGC ADMIN PASSWORD> \
          --set SITE_NAME=<SITE_NAME>
      Note This can be run in interactive mode by just running the first line of the command. When you run the first line of the above command, you will be prompted to enter the information individually.
    2. Enter the relevant details for each installation flag. For example, enter your Collibra Platform Self-Hosted URL for <DGC URL>.
    3. Run the command to create the Edge site.
      Your Air-gapped Edge site is created and deployed. It will appear in Edge. A dedicated user account is created in Collibra Platform Self-Hosted that grants the permission to manage your Edge site.
  6. Log in to Edge to add connections and capabilities to your Air-gapped Edge site.
    Note  If an Air-gapped Edge site fails to install on your Kubernetes cluster, a site is still created in Edge. You can choose to do one of the following:
    • Remove the failed Edge site from your Kubernetes cluster and Edge by running the following command:
      Copy
      zarf package remove ZARF_PACKAGE_FILE/ZARF_PACKAGE_NAME
    • Remove the failed Edge site from your Kubernetes cluster, but keep the Edge site in Edge by running the following command:
      Copy
       ZARF_VAR_KEEP_CPSH_EDGE_SITE=true \
           zarf package remove ZARF_PACKAGE_FILEZARF_PACKAGE_NAME
      When you try to install or reinstall the failed Air-gapped Edge site installation, you can use the same name to reuse the Edge site in Edge.

What's next