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on-prem DagKnows proxy setup instructions for docker

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This runbook shows how to create and install a proxy on-prem.

  1. 1

    Requirements

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    You will need a server with the following specs: * min 16GB RAM

    * min 100GB disk

    * min 2 CPUs * Ubuntu (20.04+)


    You need to have the following packages on the VM. Most of the Linux distributions have it by default. In not, please install. * git * python (3.10+)


    1

  2. 2

    Setup your Environment (dkproxy setup)

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    2

    1. 2.1

      Checkout this dkproxy repo.

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      git clone https://github.com/dagknows/dkproxy.git
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      2.1

    2. 2.2

      Install required packages (dkproxy setup)

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      Run the following installer. It will setup all the dependencies needed to run your proxy.

      cd dkproxy && sh install.sh
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      2.2

    3. 2.3

      Configure DagKnows CLI

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      The above installation script also installs the dagknows cli. Configure it with the following command:

      dk config init
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      2.3

      1. 2.3.1

        Specify the DagKnows server

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        Provide https://app.dagknows.com as the DagKnows server 

        Enter the api host to make api calls to:[http://localhost]: https://app.dagknows.com

        hit enter

        2.3.1

      2. 2.3.2

        Create a token from DagKnows settings

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        1. Log into your DagKnows account
        2. Click on "Adjust Settings" in the left navigation bar
        3. Look for the "Generate Access Token"
        4. provide a label for the proxy. Like myproxy or dev or prod something. Use only alphanumeric characters.
        5. Specify the validity period of the token. Like 1 year or something.
        6. Click Generate
        7. This creates a row in the token table. Each row has a copy button to copy the token.
        8. Copy the token and use it in the next step
        2.3.2

      3. 2.3.3

        Provide a token

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        Enter an access token: : <paste the token from previous step>

        hit enter


        That completes your DagKnows CLI config

        2.3.3

    4. 2.4

      Install your Proxy

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      Now you can install DagKnows proxy. Just pick a proxy name, preferably the same as the label you used for the token and then run the following command. Use only alphanumeric characters.

      sh install_proxy.sh {{PROXY_NAME}} eg: sh install_proxy.sh myproxy
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      2.4

  3. 3

    Run your proxy

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    [sudo] make up logs
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    3

  4. 4

    Create roles to access credentials in proxy

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    1. Log into DagKnows
    2. Go to Settings
    3. Click on the Proxies tab on the top
    4. Look for the table "Proxy Roles"
    5. Add a role label. e.g. admin, superuser etc. No special characters.
    6. Click Add
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  5. 5

    Assign the proxy role to a user

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    1. Log into DagKnows
    2. Click on "User Management" in left navbar
    3. Click on the user ID you want to assign roles to
    4. Click on "Modify settings"
    5. On the right side the user details, look for Proxy Roles and select a role to assign on a proxy
    6. Click modify
    7. Ensure that the user now has the role assigned
    5

  6. 6

    Execute a simple task on the proxy

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    1. Create a runbook with some simple command
    2. Try executing it, the command will execute on the proxy
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  7. 7

    (Optional) Update your proxy

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    To update your proxy, simply do:

    [sudo] make update up logs
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    7

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