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Orchestrator flavor in RHDH Operator
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3 changes: 3 additions & 0 deletions artifacts/attributes.adoc
Original file line number Diff line number Diff line change
Expand Up @@ -120,6 +120,9 @@
:installing-on-gke-book-url: https://docs.redhat.com/en/documentation/red_hat_developer_hub/{product-version}/html-single/installing_red_hat_developer_hub_on_google_kubernetes_engine/index
:installing-in-air-gap-book-title: Installing {product} in an air-gapped environment
:installing-in-air-gap-book-url: https://docs.redhat.com/en/documentation/red_hat_developer_hub/{product-version}/html-single/installing_red_hat_developer_hub_in_an_air-gapped_environment/index
:installing-rhdh-orch-on-ocp-book-title: Installing RHDH with the Orchestrator Plugin on {ocp-short} using the {product} Operator
:installing-rhdh-orch-on-ocp-book-url: https://docs.redhat.com/en/documentation/red_hat_developer_hub/{product-version}/html-single/installing_rhdh_with_orchestrator_plugin_on_{ocp-short}_using_operator_in_an_air-gapped_environment/index


:integrating-with-github-book-title: Integrating {product} with GitHub
:integrating-with-github-book-url: https://docs.redhat.com/en/documentation/red_hat_developer_hub/{product-version}/html-single/integrating_red_hat_developer_hub_with_github/index
Expand Down
26 changes: 26 additions & 0 deletions assemblies/assembly-install-rhdh-orchestrator.adoc
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:_mod-docs-content-type: ASSEMBLY

ifndef::context[]
[id="install-rhdh-orchestrator.adoc"]
endif::[]
ifdef::context[]
[id="assembly-install-rhdh-orchestrator"]
endif::[]
:context: install-rhdh-orchestrator
= Installing {product} with Orchestrator

To install {product}, use one of the following methods:

* The {product} Operator
* The {product} Helm chart

// {product} Operator
include::modules/orchestrator/proc-install-orchestrator-plugin.adoc[leveloffset=+1]

// {product} Helm chart
include::modules/orchestrator/proc-install-rhdh-with-orchestrator-helm-cli.adoc[leveloffset=+1]

include::modules/orchestrator/proc-install-rhdh-with-orchestrator-helm-webui.adoc[leveloffset=+1]

include::modules/orchestrator/ref-orchestrator-resource-limits.adoc[leveloffset=+1]

36 changes: 36 additions & 0 deletions assemblies/assembly-orchestrator-rhdh.adoc
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@@ -0,0 +1,36 @@
:_mod-docs-content-type: ASSEMBLY

ifndef::context[]
[id="assembly-orchestrator-rhdh.adoc"]
endif::[]
ifdef::context[]
[id="assembly-orchestrator-rhdh"]
endif::[]
:context: orchestrator-rhdh
= About Orchestrator in {product}

You can streamline and automate your work by using the Orchestrator in {product}. It enables you to:

* Design, run, and monitor workflows to simplify multi-step processes across applications and services.
* Standardize onboarding, migration, and integration workflows to reduce manual effort and improve consistency.
* Extend {product-very-short} with enterprise-grade Orchestration features to support collaboration and scalability.

[NOTE]
====
Orchestrator currently supports only {ocp-short}; it is not available on AKS, EKS, or GKE.
====

To start using Orchestrator in {product-very-short}, you must:

* Install the required infrastructure components, such as Red Hat OpenShift Serverless Operator, Knative Serving, Knative Eventing, and OpenShift Serverless Logic Operator
* Configure your {product-custom-resource-type} custom resource (CR) for Orchestrator
* Import the Orchestrator software templates into the {product} catalog

// orchestrator architecture
include::modules/orchestrator/con-supported-architecture-for-orchestrator.adoc[leveloffset=+1]

// provisioning plugin dependencies
include::modules/orchestrator/con-orchestrator-plugin-dependencies.adoc[leveloffset=+1]

// installing the components for the orchestrator plugin
include::modules/orchestrator/proc-install-components-for-orchestrator-plugin.adoc[leveloffset=+1]
53 changes: 53 additions & 0 deletions modules/orchestrator/con-orchestrator-plugin-dependencies.adoc
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:_mod-docs-content-type: CONCEPT
[id="con-orchestrator-plugin-dependencies_{context}"]
= Orchestrator Plugin dependencies

The Orchestrator plugin in {product-very-short} requires components such as SonataFlow and supporting network policies to run. When you enable the plugin in your {product-custom-resource-type} custom resource (CR), the Operator automatically provisions these dependencies for you:

* A `SonataflowPlatform` CR
* `NetworkPolicies` that allow traffic between infrastructure resources (Knative, Serverless Logic Operator), monitoring traffic, and intra-namespace traffic

[NOTE]
====
Orchestrator currently supports only {ocp-short}; it is not available on AKS, EKS, or GKE.
====

The `orchestrator-backend` plugin uses the `sonataflow-platform-data-index-service`, which the `SonataFlowPlatform` CR creates to communicate with the SonataFlow platform.

The Operator resolves the dependency reference SonataFlow against the `sonataflow.yaml` manifest included in its profile configuration (`config/profile/rhdh/plugin-deps/sonataflow.yaml`) and applies it to create the required resources.

The Operator automatically applies the `sonataflow.yaml` manifest, creating the `SonataFlowPlatform` CR and required `NetworkPolicy` resources in the {product-custom-resource-type} CR namespace.

[IMPORTANT]
====
The `SonataFlowPlatform` CR contains Data Index service that requires PostgreSQL database as shown in the following example:
+
[source,yaml,subs="+quotes,+attributes"]
----
persistence:
postgresql:
secretRef:
name: backstage-psql-secret-{{backstage-name}}
userKey: POSTGRES_USER
passwordKey: POSTGRES_PASSWORD
serviceRef:
name: backstage-psql-{{backstage-name}} # # Namespace where the {product-custom-resource-type} CR is created
namespace: {{backstage-ns}} # Namespace where the {product-custom-resource-type} (CR) is created
databaseName: backstage_plugin_orchestrator
----
====

By default, the Orchestrator plugin dependencies use the following:

* The PostgreSQL database named `backstage_plugin_orchestrator` created by {product-custom-resource-type}
* A Secret created by {product-custom-resource-type} Operator for the PostgreSQL with `POSTGRES_USER` and `POSTGRES_PASSWORD` keys as the database credentials in the {product-custom-resource-type} CR namespace.
* A Service created by {product-custom-resource-type} Operator for the PostgreSQL database with the name `backstage-psql-{{backstage-name}}` in the {product-custom-resource-type} CR namespace.

For more information about automatic plugin dependency creation when the {product-custom-resource-type} CR is applied to the cluster, see link:https://github.com/redhat-developer/rhdh-operator/blob/release-1.7/docs/dynamic-plugins.md#dynamic-plugins-dependency-management[Dynamic plugins dependency management].

[NOTE]
====
To enable the {product-custom-resource-type} Operator to work with the SonataFlow platform, its `ServiceAccount` must have the appropriate permissions.

The Operator automatically creates the required Role and _RoleBinding_ resource in `profile/rhdh/plugin-rbac` directory.
====
Original file line number Diff line number Diff line change
@@ -0,0 +1,12 @@
:_mod-docs-content-type: CONCEPT
[id="con-supported-architecture-for-orchestrator_{context}"]
= Supported architecture for Orchestrator

You can use Orchestrator to design, run, and monitor workflows that automate key tasks. It builds on components like SonataFlow and OpenShift Serverless, which provide the runtime environment and event-driven capabilities needed to power your workflows.

To help you get started quickly, the following Orchestrator plugin components are included by default in the `dynamic-plugins.default.yaml` file:

* `"@redhat/backstage-plugin-orchestrator"`
* `"@redhat/backstage-plugin-orchestrator-backend-dynamic"`
* `"@redhat/backstage-plugin-scaffolder-backend-module-orchestrator-dynamic"`
* `"@redhat/backstage-plugin-orchestrator-form-widgets"`
Original file line number Diff line number Diff line change
@@ -0,0 +1,74 @@
:_mod-docs-content-type: PROCEDURE
[id="proc-install-components-for-orchestrator-plugin_{context}"]
= Installing the components for the Orchestrator plugin on {ocp-short}

To run the Orchestrator plugin successfully on {ocp-short}, you must install components that provide the runtime environment and the dependencies that the plugin requires.

.Prerequisites

* To install the Orchestrator plugin on {ocp-short}, you require the following components installed:

** OpenShift Serverless Operator
** Knative Serving
** Knative Eventing
** OpenShift Serverless Logic Operator
+
[NOTE]
====
The {product} Operator provisions these components automatically. Alternatively, you can install them manually by using another Operator.
====

.Procedure

To install components (Operators) that provide the dependencies required by the Orchestrator plugin on {ocp-short}, use the following methods:

* Manual installation
* {product-very-short} helper script
* {product-very-short} Orchestrator Infra Helm Chart
+
These components enable the creation of the `SonataFlowPlatform` custom resource and several supporting `NetworkPolicy` resources.

.Manual installation

Use manual installation for production environments. Choose this method when you have installed the required components versions, such as when other applications are using OpenShift Serverless.

For more information on preparing the required infrastructure, see link:https://docs.redhat.com/en/documentation/red_hat_openshift_serverless/1.36[Red Hat OpenShift Serverless] to do the following:

* Prepare for OpenShift Serverless installation

* Install the OpenShift Serverless Operator

* Install Knative Serving

* Install Knative Eventing

* Install the OpenShift Serverless Logic Operator

.{product-very-short} helper script

You can install the OpenShift Serverless infrastructure for the Orchestrator plugin using the {product-very-short} helper script. You can use the script in empty clusters, however, use with caution in production clusters because the script installs Operators with automatic upgrades and default settings, which can introduce unplanned changes, version conflicts, or policy misalignments.
You can install the OpenShift Serverless infrastructure for the Orchestrator plugin in empty clusters by using the {product-very-short} helper script.

For more information on controlling the installation of the Operators, see link:https://olm.operatorframework.io/docs/tasks/install-operator-with-olm/[Install your Operator with OLM].

[WARNING]
====
This method of installation is not suitable for production clusters. The {product-very-short} helper script installs Operators with automatic upgrades and default settings, which can introduce unplanned changes, version conflicts, or policy misalignments.
====

.Procedure
. Download the `plugin-infra.sh` script as shown in the following example:
+
[code,terminal]
----
curl -sSLO https://raw.githubusercontent.com/redhat-developer/rhdh-operator/refs/heads/release-${PRODUCT_VERSION}/config/profile/rhdh/plugin-infra/plugin-infra.sh # Specify the {product} version in the URL or use main
----
. Run the script as shown in the following example:
+
[source,shell]
----
$ ./plugin-infra.sh
----

.{product-very-short} Orchestrator Infra Helm Chart
You can use {product-very-short} Orchestrator Infra Helm Chart to install components for the Orchestrator plugins in empty clusters.
75 changes: 75 additions & 0 deletions modules/orchestrator/proc-install-orchestrator-plugin.adoc
Original file line number Diff line number Diff line change
@@ -0,0 +1,75 @@
:_mod-docs-content-type: PROCEDURE
[id="proc-install-orchestrator-plugin_{context}"]
= Installing the Orchestrator plugin using Operator

You can enable the Orchestrator plugin in {product-very-short} by configuring dynamic plugins in your {product-custom-resource-type} custom resource (CR).

.Prerequisites
* You have installed {product-very-short} on {ocp-short}.
* You have access to edit or create ConfigMaps in the namespace where the {product-custom-resource-type} CR is deployed.

.Procedure
. Identify the Orchestrator plugin dynamic plugins that are included by default in the default `dynamic-plugins.yaml` file of the `install-dynamic-plugins` container:
+
* `@redhat/backstage-plugin-orchestrator` (frontend)
* `@redhat/backstage-plugin-orchestrator-backend-dynamic` (backend)
* `@redhat/backstage-plugin-scaffolder-backend-module-orchestrator-dynamic`
* `@redhat/backstage-plugin-orchestrator-form-widgets`

. To enable the Orchestrator plugin, update the ConfigMap file with the following data:
+
[source,yaml,subs="+attributes,+quotes"]
+
----
includes:
- dynamic-plugins.default.yaml
plugins:
- package: "@redhat/[email protected]"
disabled: false
- package: "@redhat/[email protected]"
disabled: false
dependencies:
- ref: sonataflow
- package: "@redhat/backstage-plugin-scaffolder-backend-module-orchestrator-dynamic@1.6.0"
disabled: false
- package: "@redhat/backstage-plugin-orchestrator-form-widgets@${ORCHESTRATOR_PLUGIN_VERSION}"
disabled: false
----

.Example: Complete configuration of the Orchestrator plugin
[source,yaml]
----
apiVersion: v1
kind: ConfigMap
metadata:
name: orchestrator-plugin
data:
dynamic-plugins.yaml: |
includes:
- dynamic-plugins.default.yaml
plugins:
- package: "@redhat/[email protected]"
disabled: false
- package: "@redhat/[email protected]"
disabled: false
dependencies:
- ref: sonataflow
- package: "@redhat/backstage-plugin-scaffolder-backend-module-orchestrator-dynamic@1.6.0"
disabled: false
- package: "@redhat/[email protected]"
disabled: false
---
apiVersion: rhdh.redhat.com/v1alpha3
kind: Backstage
metadata:
name: orchestrator
spec:
application:
appConfig:
configMaps:
- name: app-config-rhdh
dynamicPluginsConfigMapName: orchestrator-plugin
----

.Verification
* In the {product-very-short} console, confirm that the Orchestrator frontend and backend features are available.
Original file line number Diff line number Diff line change
@@ -0,0 +1,86 @@
:_mod-docs-content-type: PROCEDURE
[id="proc-install-rhdh-with-orchestrator-helm-cli_{context}"]
= Installing {product} ({product-very-short}) on {ocp-short} with the Orchestrator using the Helm CLI

You can install {product} ({product-very-short}) on {ocp-short} with the Orchestrator by using the Helm CLI. The installation automatically enables the required dynamic plugins and integrates workflow infrastructure.

.Prerequisites

* You are logged in as an administrator and have access to the {product} Helm chart repository.
* You can install the necessary infrastructures resources, such as SonataFlow, alongside {product-very-short} in the same namespace.
+
This is a one-off requirement and must be completed before enabling the Orchestrator plugin.

.Procedure

. As an administrator, install relevant cluster-wide resources.
+
[source,yaml,subs="+quotes,+attributes"]
----
helm repo add openshift-helm-charts https://charts.openshift.io/
helm install `<release_name>` openshift-helm-charts/redhat-developer-hub-orchestrator-infra
----
+
[IMPORTANT]
====
You must be a cluster administrator to install the `redhat-developer-hub-orchestrator-infra` Helm chart because it deploys additional cluster-scoped OpenShift Serverless and OpenShift Serverless Logic Operators. As an administrator, you need to manually approve the install plans for OpenShift Serverless and Serverless Logic Operators.
====

. Install the Backstage chart with the orchestrator enabled as shown in the following example:
+
[source,terminal,subs="attributes+"]
----
$ helm install <release_name> openshift-helm-charts/redhat-developer-hub --version {product-chart-version} \
--set orchestrator.enabled=true
----

. (Optional) Enable *Notifications* and *Signals* plugins by adding them to the `global.dynamic.plugins` list in your `values.yaml` file as shown in the following example:
+
[source,yaml]
----
global:
dynamic:
plugins:
- disabled: false
package: "./dynamic-plugins/dist/backstage-plugin-notifications"
- disabled: false
package: "./dynamic-plugins/dist/backstage-plugin-signals"
- disabled: false
package: "./dynamic-plugins/dist/backstage-plugin-notifications-backend-dynamic"
- disabled: false
package: "./dynamic-plugins/dist/backstage-plugin-signals-backend-dynamic"
----

. (Optional) You can disable the Serverless Logic and Serverless Operators individually or together by setting their values to `false`, as shown in the following example:
+
[source,terminal,subs="attributes+"]
----
helm install <release_name> openshift-helm-charts/redhat-developer-hub \
--version {product-chart-version} \
--set orchestrator.enabled=true \
--set orchestrator.serverlessOperator=false \
--set orchestrator.serverlessLogicOperator=false
----

. (Optional) If you are using an external database, add the following configuration under `orchestrator.sonataflowPlatform` in your `values.yaml` file:
+
[source,yaml]
----
orchestrator:
sonataflowPlatform:
externalDBsecretRef: "<cred-secret>"
externalDBName: "<database_name>" # The name of the user-configured existing database (Not the database that the orchestrator and sonataflow resources use).
externalDBHost: "<database_host>"
externalDBPort: "<database_port>"
----
+
[NOTE]
====
This step only configures the Orchestrators use of an external database. To configure {product} to use an external PostgreSQL instance, follow the steps in link:{configuring-book-url}#proc-configuring-postgresql-instance-using-helm_configuring-external-postgresql-databases[Configuring a PostgreSQL instance using Helm].
====

.Verification

. Verify that the Orchestrator plugin is visible in the {product} UI.

. Create and run sample workflows to confirm the orchestration is functioning correctly.
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