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Improve etcd task introduction
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- Only have one prerequisites heading
- Actually list prerequisites
- Don't list a cluster as a prerequisite (they might not have one)
- Mention that etcd can run as static Pods
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sftim committed Jun 12, 2024
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79 changes: 46 additions & 33 deletions content/en/docs/tasks/administer-cluster/configure-upgrade-etcd.md
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## {{% heading "prerequisites" %}}

You need to have a Kubernetes cluster, and the kubectl command-line tool must
be configured to communicate with your cluster. It is recommended to follow this
guide on a cluster with at least two nodes that are not acting as control plane
nodes. If you do not already have a cluster, you can create one by using
[minikube](https://minikube.sigs.k8s.io/docs/tutorials/multi_node/).
Before you follow steps in this page to deploy, manage, back up or restore etcd,
you need to understand the typical expectations for operating an etcd cluster.
Refer to the [etcd documentation](https://etcd.io/docs/) for more context.

### Understanding etcdctl and etcdutl
Key details include:

`etcdctl` and `etcdutl` are command-line tools used to interact with etcd clusters, but they serve different purposes:

- `etcdctl`: This is the primary command-line client for interacting with etcd over a
network. It is used for day-to-day operations such as managing keys and values,
administering the cluster, checking health, and more.

- `etcdutl`: This is an administration utility designed to operate directly on etcd data
files, including migrating data between etcd versions, defragmenting the database,
restoring snapshots, and validating data consistency. For network operations, `etcdctl`
should be used.

For more information on `etcdutl`, you can refer to the [etcd recovery documentation](https://etcd.io/docs/v3.5/op-guide/recovery/).

<!-- steps -->

## Prerequisites

* Run etcd as a cluster of odd members.
* The minimum recommended etcd versions to run in production are `3.4.22+` and `3.5.6+`.

* etcd is a leader-based distributed system. Ensure that the leader
periodically send heartbeats on time to all followers to keep the cluster
stable.

* Ensure that no resource starvation occurs.
* You should run etcd as a cluster with an odd number of members.

* Aim to ensure that no resource starvation occurs.

Performance and stability of the cluster is sensitive to network and disk
I/O. Any resource starvation can lead to heartbeat timeout, causing instability
of the cluster. An unstable etcd indicates that no leader is elected. Under
such circumstances, a cluster cannot make any changes to its current state,
which implies no new pods can be scheduled.

* Keeping etcd clusters stable is critical to the stability of Kubernetes
clusters. Therefore, run etcd clusters on dedicated machines or isolated
environments for [guaranteed resource requirements](https://etcd.io/docs/current/op-guide/hardware/).

* The minimum recommended etcd versions to run in production are `3.4.22+` and `3.5.6+`.

## Resource requirements
### Resource requirements for etcd

Operating etcd with limited resources is suitable only for testing purposes.
For deploying in production, advanced hardware configuration is required.
Before deploying etcd in production, see
[resource requirement reference](https://etcd.io/docs/current/op-guide/hardware/#example-hardware-configurations).

Keeping etcd clusters stable is critical to the stability of Kubernetes
clusters. Therefore, run etcd clusters on dedicated machines or isolated
environments for [guaranteed resource requirements](https://etcd.io/docs/current/op-guide/hardware/).

### Tools

Depending on which specific outcome you're working on, you will need the `etcdctl` tool or the
`etcdutl` tool (you may need both).

<!-- steps -->

## Understanding etcdctl and etcdutl

`etcdctl` and `etcdutl` are command-line tools used to interact with etcd clusters, but they serve different purposes:

- `etcdctl`: This is the primary command-line client for interacting with etcd over a
network. It is used for day-to-day operations such as managing keys and values,
administering the cluster, checking health, and more.

- `etcdutl`: This is an administration utility designed to operate directly on etcd data
files, including migrating data between etcd versions, defragmenting the database,
restoring snapshots, and validating data consistency. For network operations, `etcdctl`
should be used.

For more information on `etcdutl`, you can refer to the [etcd recovery documentation](https://etcd.io/docs/v3.5/op-guide/recovery/).


## Starting etcd clusters

This section covers starting a single-node and multi-node etcd cluster.

This guide assumes that `etcd` is already installed.

### Single-node etcd cluster

Use a single-node etcd cluster only for testing purposes.
Expand All @@ -93,7 +99,14 @@ production and back it up periodically. A five-member cluster is recommended
in production. For more information, see
[FAQ documentation](https://etcd.io/docs/current/faq/#what-is-failure-tolerance).

Configure an etcd cluster either by static member information or by dynamic
As you're using Kubernetes, you have the option to run etcd as a container inside
one or more Pods. The `kubeadm` tool sets up etcd
{{< glossary_tooltip text="static pods" term_id="static-pod" >}} by default, or
you can deploy a
[separate cluster](/docs/setup/production-environment/tools/kubeadm/setup-ha-etcd-with-kubeadm/)
and instruct kubeadm to use that etcd cluster as the control plane's backing store.

You configure an etcd cluster either by static member information or by dynamic
discovery. For more information on clustering, see
[etcd clustering documentation](https://etcd.io/docs/current/op-guide/clustering/).

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