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March 27, 2024
9 min read

What is Kubernetes? A Comprehensive Guide to Container Orchestration

Kong

What is Kubernetes?

Kubernetes, or K8s as it's known for short, and container orchestration are changing the landscape of software development and deployment. But what exactly does Kubernetes do? In this comprehensive guide, we'll explain the basics, discuss the benefits that Kubernetes can offer you, and explore its evolving role in modern cloud-native architectures.

Understanding Containers: The Foundation of Kubernetes

To understand Kubernetes, you first need to know a bit about containers. Containers provide a way to host applications on servers more efficiently and reliably than using virtual machines (VMs) or hosting directly on the physical machine. In a world where users expect systems to run with minimal downtime and increasingly complex applications require more and more computing resources, containers make it easier to package up and deploy the underlying software across a distributed system.

The Evolution of Application Hosting

  1. Bare Metal Servers: Hosting applications directly on a physical machine runs the risk that if one application fails, it will take down all other applications running on it. One solution is to run a single application per server, but that's hugely inefficient.
  2. Virtual Machines: VMs improved on this by allowing multiple applications to be run on the same server but isolated from each other so that the failure of one application doesn't affect the others. While VMs enabled more efficient use of hardware, they still carried a fair bit of overhead.
  3. Containers: Containers improved on VMs by being lighter weight (they don't incorporate an OS) and easily portable, so they can be deployed to different physical or virtual infrastructure easily. Whereas you might only fit a handful of VMs on a single server, you can host dozens of containers.

The Need for Container Orchestration

While being able to host far more containers than VMs on the same kit is a benefit in terms of hardware cost, it also carries a potential drawback as the number of containers deployed in a live system may number in the hundreds, if not thousands. Manual management clearly isn't realistic, hence the need for a container orchestration tool. That's where Kubernetes comes in.

Kubernetes is an open source platform that allows you to control the deployment, management and scaling of containers automatically, thereby realizing the benefits of both distributed computing and microservice architectures.

How Does Kubernetes Work?

Kubernetes manages containers hosted on multiple different machines that are networked together to form a cluster. Each machine (whether physical or virtual) is a node in the cluster. Worker nodes host containers in pods managed by the control plane. The control plane is usually hosted on a separate machine or cluster of machines.

The control plane provides the Kubernetes API, which you can either call directly or via the command-line interface (kubectl), or even via another program to configure the cluster. Kubernetes then takes care of deploying containers to worker nodes, ensuring that they are packed efficiently, monitoring their health and replacing any failed or unresponsive pods automatically.

Unlike when managing physical servers or VMs, you generally don't need to interact with the nodes in a Kubernetes cluster. Kubernetes avoids tight coupling between applications and the machines they run on, treating pods as ephemeral and therefore disposable objects.

kubernetes diagram

Key Components of Kubernetes Architecture

  • Control Plane: The brain of the Kubernetes cluster, responsible for maintaining the desired state of the cluster.

    • API Server: The front-end of the control plane, handling internal and external requests.
    • etcd: A distributed key-value store that stores all cluster data.
    • Scheduler: Assigns pods to nodes based on resource availability and constraints.
    • Controller Manager: Runs controller processes to regulate the state of the cluster.
  • Nodes: The worker machines in a Kubernetes cluster.

    • Kubelet: An agent that runs on each node, ensuring containers are running in a pod.
    • Container Runtime: The software responsible for running containers (e.g., Docker, containerd).
    • Kube-proxy: Maintains network rules on nodes, enabling communication between pods.
  • Pods: The smallest deployable units in Kubernetes, typically containing one or more containers.
  • Services: An abstraction that defines a logical set of pods and a policy by which to access them.
  • Volumes: A directory containing data, accessible to the containers in a pod.
  • Namespaces: Virtual clusters backed by the same physical cluster, providing a way to divide cluster resources between multiple users.
Kubernetes system components

Use Cases: What Can You Do With Kubernetes?

Kubernetes was originally developed by Google engineers to manage large clusters, Kubernetes is designed for scalability and reliability. Here are some key use cases:

  • Large-Scale Data Processing: For data-heavy organizations that need to respond rapidly to sudden peaks in demand, like the European Organization for Nuclear Research (CERN), Kubernetes makes it possible to scale systems up quickly and automatically as usage increases and take machines offline again once they are no longer needed.
  • Microservices Architecture: If you're building a microservices-based application, whether from the outset or as a migration from an existing monolith, using containers makes it easier to deploy the individual services independently while fitting more services onto an individual server. By managing those containers automatically using Kubernetes, companies like Squarespace benefit from improved resiliency as the platform automatically detects and addresses failures to ensure an uninterrupted service.
  • CI/CD Pipeline Optimization: The benefits of container orchestration are not limited to live systems. Using Kubernetes to automatically deploy containers and scale compute resources in a CI/CD pipeline can provide huge savings, both in terms of cost of cloud-hosted infrastructure and developer time. Rather than manually provisioning pre-production environments or waiting for resources to be available in order to run tests on the latest build, development teams at Pinterest, for example, can now get rapid feedback and deliver their changes to production faster.
  • Edge Computing: With the rise of edge computing, Kubernetes is being adapted to manage containerized applications at the edge, closer to where data is generated and consumed.
  • AI and Machine Learning Workloads: Kubernetes is increasingly being used to manage and scale AI and machine learning workloads, which often require significant computational resources and complex dependencies.

Advantages of Kubernetes

  • Scalability: Kubernetes is ideal for managing the deployment and scaling of containerized applications. To deploy multiple instances of a particular service, you can either define the number of replicas for a pod or enable autoscaling and have Kubernetes scale up and down automatically based on demand.
  • High availability: In addition to distributing your containers across multiple hosts and automatically replacing any failed pods, the Kubernetes control plane itself can be configured for high availability. Control plane hosts can either contain both the data storage and control components or separate these out for even greater resiliency.
  • Self-healing: Containers provide a layer of abstraction between the application and the infrastructure that they run on, and Kubernetes leverages this to maximum effect. By treating pods and nodes as replaceable objects and constantly monitoring their health, Kubernetes can re-deploy automatically when a failure occurs.
  • Portability: Kubernetes is cloud-agnostic and can also be run on-premise, avoiding any vendor lock-in. Having proven to be the tool of choice for container orchestration, Kubernetes is supported by all major cloud vendors, many of which also offer managed Kubernetes services.
  • Resource Efficiency: Kubernetes can intelligently schedule containers based on resource requirements and constraints, ensuring optimal use of your infrastructure.
  • Rolling Updates and Rollbacks: Kubernetes supports rolling updates, allowing you to update your application with zero downtime. If something goes wrong, you can easily roll back to a previous version.
  • Service Discovery and Load Balancing: Kubernetes can expose a container using a DNS name or its own IP address. If traffic to a container is high, Kubernetes can load balance and distribute the network traffic to ensure the deployment is stable.

As Kubernetes continues to evolve, several trends and developments are shaping its future:

  • Serverless Kubernetes: Platforms like Knative are bringing serverless capabilities to Kubernetes, allowing developers to run serverless workloads on Kubernetes clusters.
  • Service Mesh Integration: Technologies like Kong Mesh and Istio Service Mesh are being increasingly integrated with Kubernetes to provide advanced networking features, security, and observability for microservices.
  • GitOps: The practice of using Git as a single source of truth for declarative infrastructure and applications is gaining traction in the Kubernetes ecosystem.
  • Kubernetes Operators: These are application-specific controllers that extend the Kubernetes API to create, configure, and manage instances of complex stateful applications on behalf of a Kubernetes user.
  • Multi-cluster Management: As organizations adopt Kubernetes at scale, tools and practices for managing multiple Kubernetes clusters are becoming more important.
  • Enhanced Security Features: With the increasing adoption of Kubernetes in production environments, there's a growing focus on enhancing its security features and best practices.

Challenges and Considerations

While Kubernetes offers numerous benefits, it's important to be aware of potential challenges:

  • Complexity: Kubernetes has a steep learning curve and can be complex to set up and manage, especially for smaller organizations or simpler applications.
  • Resource Overhead: Running Kubernetes itself requires resources, which might not be justified for small-scale deployments.
  • Security: While Kubernetes provides many security features, it also introduces new security considerations that need to be carefully managed.
  • Stateful Applications: While Kubernetes excels at managing stateless applications, managing stateful applications can be more challenging.
  • Monitoring and Troubleshooting: The distributed nature of Kubernetes can make monitoring and troubleshooting more complex compared to traditional monolithic applications.

How to Get Started with Kubernetes

If you're interested in exploring Kubernetes, here are some steps to get started:

  1. Learn the Basics: Familiarize yourself with container technologies, especially Docker, before diving into Kubernetes.
  2. Set Up a Local Environment: Use tools like Minikube or kind to set up a local Kubernetes cluster for learning and experimentation.
  3. Explore Kubernetes Objects: Learn about key Kubernetes objects like Pods, Deployments, Services, and K8 Ingress.
  4. Practice with kubectl: Get comfortable with kubectl, the command-line interface for interacting with Kubernetes clusters.
  5. Explore Helm: Helm is a package manager for Kubernetes that can simplify the deployment of complex applications.
  6. Consider Managed Kubernetes Services: For production use, consider managed Kubernetes services offered by cloud providers, which can simplify cluster management and maintenance.

Conclusion

If you're using or considering using containers to make building, scaling and deploying your microservice-based application more efficient, it's worth exploring how Kubernetes can help you take the benefits of containerization to the next level. While Kubernetes introduces complexity, its powerful features for automating deployment, scaling, and management of containerized applications make it a cornerstone of modern cloud-native architectures.

As the ecosystem around Kubernetes continues to grow and mature, it's becoming easier to adopt and leverage its capabilities, even for smaller organizations. Whether you're running a large-scale data processing operation, building a microservices architecture, or optimizing your CI/CD pipeline, Kubernetes provides a robust platform for managing containerized workloads at scale.

FAQs

Q: What is Kubernetes?

A: Kubernetes is an open source container orchestration tool that allows you to automate deployment, management and scalability of containers.

Q: How does Kubernetes work?

A: Kubernetes is installed on each machine (node) in your cluster and managed from the control plane. You use the control plane to instruct Kubernetes on how you want your application to be deployed, and Kubernetes works to make it so, continuously monitoring the status of each object to ensure it matches the spec.

Q: What's the difference between Kubernetes and Docker?

A: Docker is the software that enables containers, which allow multiple applications to run independently on the same machine. Kubernetes is software for deploying and managing the containers within a cluster of physical or virtual machines. Kubernetes supports several container runtimes, including Docker.

Q: Why is Kubernetes called K8s?

A: The '8' in K8s just substitutes the middle eight letters in an otherwise tricky-to-type word.

Q: Is Kubernetes suitable for all types of applications?

A: While Kubernetes is very versatile, it's particularly well-suited for microservices architectures and applications that benefit from horizontal scaling. For simple, monolithic applications, the overhead of Kubernetes might outweigh its benefits.

Q: How does Kubernetes handle persistent storage?

A: Kubernetes provides abstractions like PersistentVolumes and PersistentVolumeClaims to manage persistent storage. These allow applications to request storage resources without needing to know the details of the underlying storage infrastructure.

Q: Can Kubernetes run on-premises?

A: Yes, Kubernetes can run on-premises, in the cloud, or in a hybrid environment. This flexibility is one of its key advantages.