Kubernetes Replication Controller, Replica Set and Deployments: Understanding replication options

Join author Nick Chase in a webinar on YAML on February 13, 2019.

As a container management tool, Kubernetes was designed to orchestrate multiple containers and replication, and in fact there are currently several ways to do it. In this article, we’ll look at three options: Replication Controllers, Replica Sets, and Deployments.

What is Kubernetes replication for?

Before we go into how you would do replication, let’s talk about why.  Typically you would want to replicate your containers (and thereby your applications) for several reasons, including:

• Reliability: By having multiple versions of an application, you prevent problems if one or more fails.  This is particularly true if the system replaces any containers that fail.
• Load balancing: Having multiple versions of a container enables you to easily send traffic to different instances to prevent overloading of a single instance or node. This is something that Kubernetes does out of the box, making it extremely convenient.
• Scaling: When load does become too much for the number of existing instances, Kubernetes enables you to easily scale up your application, adding additional instances as needed.

Replication is appropriate for numerous use cases, including:

• Microservices-based applications: In these cases, multiple small applications provide very specific functionality.
• Cloud native applications: Because cloud-native applications are based on the theory that any component can fail at any time, replication is a perfect environment for implementing them, as multiple instances are baked into the architecture.
• Mobile applications: Mobile applications can often be architected so that the mobile client interacts with an isolated version of the server application.

Kubernetes has multiple ways in which you can implement replication.

Types of Kubernetes replication

In this article, we’ll discuss three different forms of replication: the Replication Controller, Replica Sets, and Deployments.

Replication Controller

The Replication Controller is the original form of replication in Kubernetes.  It’s being replaced by Replica Sets, but it’s still in wide use, so it’s worth understanding what it is and how it works. A Replication Controller is a structure that enables you to easily create multiple pods, then make sure that that number of pods always exists. If a pod does crash, the Replication Controller replaces it. Replication Controllers also provide other benefits, such as the ability to scale the number of pods, and to update or delete multiple pods with a single command. You can create a Replication Controller with an imperative command, or declaratively, from a file.  For example, create a new file called rc.yaml and add the following text:

apiVersion: v1
kind: ReplicationController
metadata:
  name: soaktestrc
spec:
  replicas: 3
  selector:
    app: soaktestrc
  template:
    metadata:
      name: soaktestrc
      labels:
        app: soaktestrc
    spec:
      containers:
      - name: soaktestrc
        image: nickchase/soaktest
        ports:
        - containerPort: 80

Most of this structure should look familiar from our discussion of Deployments; we’ve got the name of the actual Replication Controller (soaktestrc) and we’re designating that we should have 3 replicas, each of which are defined by the template.  The selector defines how we know which pods belong to this Replication Controller. Now tell Kubernetes to create the Replication Controller based on that file:

# kubectl create -f rc.yaml
replicationcontroller "soaktestrc" created

Let’s take a look at what we have using the describe command:

# kubectl describe rc soaktestrc
Name:           soaktestrc
Namespace:      default
Image(s):       nickchase/soaktest
Selector:       app=soaktestrc
Labels:         app=soaktestrc
Replicas:       3 current / 3 desired
Pods Status:    3 Running / 0 Waiting / 0 Succeeded / 0 Failed
No volumes.
Events:
  FirstSeen     LastSeen        Count   From                            SubobjectPath   Type   Reason                   Message
  ---------     --------        -----   ----                            -------------   --------------                  -------
  1m            1m              1       {replication-controller }                       Normal SuccessfulCreate Created pod: soaktestrc-g5snq
  1m            1m              1       {replication-controller }                       Normal SuccessfulCreate Created pod: soaktestrc-cws05
  1m            1m              1       {replication-controller }                       Normal SuccessfulCreate Created pod: soaktestrc-ro2bl

As you can see, we’ve got the Replication Controller, and there are 3 replicas, of the 3 that we wanted.  All 3 of them are currently running.  You can also see the individual pods listed underneath, along with their names.  If you ask Kubernetes to show you the pods, you can see those same names show up:

# kubectl get pods
NAME               READY     STATUS    RESTARTS   AGE
soaktestrc-cws05   1/1       Running   0          3m
soaktestrc-g5snq   1/1       Running   0          3m
soaktestrc-ro2bl   1/1       Running   0          3m

Next we’ll look at Replica Sets, but first let’s clean up:

# kubectl delete rc soaktestrc
replicationcontroller "soaktestrc" deleted

# kubectl get pods

As you can see, when you delete the Replication Controller, you also delete all of the pods that it created.

Replica Sets

Replica Sets are a sort of hybrid, in that they are in some ways more powerful than Replication Controllers, and in others they are less powerful. Replica Sets are declared in essentially the same way as Replication Controllers, except that they have more options for the selector.  For example, we could create a Replica Set like this:

apiVersion: extensions/v1beta1
 kind: ReplicaSet
 metadata:
   name: soaktestrs
 spec:
   replicas: 3
   selector:
     matchLabels:
       app: soaktestrs
   template:
     metadata:
       labels:
         app: soaktestrs
         environment: dev
     spec:
       containers:
       - name: soaktestrs
         image: nickchase/soaktest
         ports:
         - containerPort: 80

In this case, it’s more or less the same as when we were creating the Replication Controller, except we’re using matchLabels instead of label.  But we could just as easily have said:

...
spec:
   replicas: 3
   selector:
     matchExpressions:
      - {key: app, operator: In, values: [soaktestrs, soaktestrs, soaktest]}
      - {key: teir, operator: NotIn, values: [production]}
  template:
     metadata:
...

In this case, we’re looking at two different conditions:

1. The app label must be soaktestrc, soaktestrs, or soaktest
2. The tier label (if it exists) must not be production

Let’s go ahead and create the Replica Set and get a look at it:

# kubectl create -f replicaset.yaml
replicaset "soaktestrs" created

# kubectl describe rs soaktestrs
Name:           soaktestrs
Namespace:      default
Image(s):       nickchase/soaktest
Selector:       app in (soaktest,soaktestrs),teir notin (production)
Labels:         app=soaktestrs
Replicas:       3 current / 3 desired
Pods Status:    3 Running / 0 Waiting / 0 Succeeded / 0 Failed
No volumes.
Events:
  FirstSeen     LastSeen        Count   From                            SubobjectPath   Type    Reason                   Message
  ---------     --------        -----   ----                            -------------   --------------                   -------
  1m            1m              1       {replicaset-controller }                        Normal  SuccessfulCreate Created pod: soaktestrs-it2hf
  1m            1m              1       {replicaset-controller }                       Normal  SuccessfulCreate Created pod: soaktestrs-kimmm
  1m            1m              1       {replicaset-controller }                        Normal  SuccessfulCreate Created pod: soaktestrs-8i4ra

# kubectl get pods
NAME               READY     STATUS    RESTARTS   AGE
soaktestrs-8i4ra   1/1       Running   0          1m
soaktestrs-it2hf   1/1       Running   0          1m
soaktestrs-kimmm   1/1       Running   0          1m

As you can see, the output is pretty much the same as for a Replication Controller (except for the selector), and for most intents and purposes, they are similar.  The major difference is that the rolling-update command works with Replication Controllers, but won’t work with a Replica Set.  This is because Replica Sets are meant to be used as the backend for Deployments. Let’s clean up before we move on.

# kubectl delete rs soaktestrs
replicaset "soaktestrs" deleted

# kubectl get pods

Again, the pods that were created are deleted when we delete the Replica Set.

Deployments

Deployments are intended to replace Replication Controllers.  They provide the same replication functions (through Replica Sets) and also the ability to rollout changes and roll them back if necessary. Let’s create a simple Deployment using the same image we’ve been using.  First create a new file, deployment.yaml, and add the following:

apiVersion: extensions/v1beta1
kind: Deployment
metadata:
  name: soaktest
spec:
  replicas: 5
  template:
    metadata:
      labels:
        app: soaktest
    spec:
      containers:
      - name: soaktest
        image: nickchase/soaktest
        ports:
        - containerPort: 80

Now go ahead and create the Deployment:

# kubectl create -f deployment.yaml
deployment "soaktest" created

Now let’s go ahead and describe the Deployment:

# kubectl describe deployment soaktest
Name:                   soaktest
Namespace:              default
CreationTimestamp:      Sun, 05 Mar 2017 16:21:19 +0000
Labels:                 app=soaktest
Selector:               app=soaktest
Replicas:               5 updated | 5 total | 5 available | 0 unavailable
StrategyType:           RollingUpdate
MinReadySeconds:        0
RollingUpdateStrategy:  1 max unavailable, 1 max surge
OldReplicaSets:         <none>
NewReplicaSet:          soaktest-3914185155 (5/5 replicas created)
Events:
  FirstSeen     LastSeen        Count   From                            SubobjectPath   Type    Reason                   Message
  ---------     --------        -----   ----                            -------------   --------------                   -------
  38s           38s             1       {deployment-controller }                        Normal  ScalingReplicaSet        Scaled up replica set soaktest-3914185155 to 3
  36s           36s             1       {deployment-controller }                        Normal  ScalingReplicaSet        Scaled up replica set soaktest-3914185155 to 5

As you can see, rather than listing the individual pods, Kubernetes shows us the Replica Set.  Notice that the name of the Replica Set is the Deployment name and a hash value. A complete discussion of updates is out of scope for this article — we’ll cover it in the future — but couple of interesting things here:

• The StrategyType is RollingUpdate. This value can also be set to Recreate.
• By default we have a minReadySeconds value of 0; we can change that value if we want pods to be up and running for a certain amount of time — say, to load resources — before they’re truly considered “ready”.
• The RollingUpdateStrategy shows that we have a limit of 1 maxUnavailable — meaning that when we’re updating the Deployment, we can have up to 1 missing pod before it’s replaced, and 1 maxSurge, meaning we can have one extra pod as we scale the new pods back up.

As you can see, the Deployment is backed, in this case, by Replica Set soaktest-3914185155. If we go ahead and look at the list of actual pods…

# kubectl get pods
NAME                        READY     STATUS    RESTARTS   AGE
soaktest-3914185155-7gyja   1/1       Running   0          2m
soaktest-3914185155-lrm20   1/1       Running   0          2m
soaktest-3914185155-o28px   1/1       Running   0          2m
soaktest-3914185155-ojzn8   1/1       Running   0          2m
soaktest-3914185155-r2pt7   1/1       Running   0          2m

… you can see that their names consist of the Replica Set name and an additional identifier.

Passing environment information: identifying a specific pod

Before we look at the different ways that we can affect replicas, let’s set up our deployment so that we can see what pod we’re actually hitting with a particular request.  To do that, the image we’ve been using displays the pod name when it outputs:

<?php
$limit = $_GET['limit'];
if (!isset($limit)) $limit = 250;
for ($i; $i < $limit; $i++){
     $d = tan(atan(tan(atan(tan(atan(tan(atan(tan(atan(123456789.123456789))))))))));
}
echo "Pod ".$_SERVER['POD_NAME']." has finished!\n";
?>

As you can see, we’re displaying an environment variable, POD_NAME.  Since each container is essentially it’s own server, this will display the name of the pod when we execute the PHP. Now we just have to pass that information to the pod. We do that through the use of the Kubernetes Downward API, which lets us pass environment variables into the containers:

apiVersion: extensions/v1beta1
kind: Deployment
metadata:
  name: soaktest
spec:
  replicas: 3
  template:
    metadata:
      labels:
        app: soaktest
    spec:
      containers:
      - name: soaktest
        image: nickchase/soaktest
        ports:
        - containerPort: 80
        env:
        - name: POD_NAME
          valueFrom:
            fieldRef:
              fieldPath: metadata.name

As you can see, we’re passing an environment variable and assigning it a value from the Deployment’s metadata.  (You can find more information on metadata here.) So let’s go ahead and clean up the Deployment we created earlier…

# kubectl delete deployment soaktest
deployment "soaktest" deleted

# kubectl get pods

… and recreate it with the new definition:

# kubectl create -f deployment.yaml
deployment "soaktest" created

Next let’s go ahead and expose the pods to outside network requests so we can call the nginx server that is inside the containers:

# kubectl expose deployment soaktest --port=80 --target-port=80 --type=NodePort
service "soaktest" exposed

Now let’s describe the services we just created so we can find out what port the Deployment is listening on:

# kubectl describe services soaktest
Name:                   soaktest
Namespace:              default
Labels:                 app=soaktest
Selector:               app=soaktest
Type:                   NodePort
IP:                     11.1.32.105
Port:                   <unset> 80/TCP
NodePort:               <unset> 30800/TCP
Endpoints:              10.200.18.2:80,10.200.18.3:80,10.200.18.4:80 + 2 more...
Session Affinity:       None
No events.

As you can see, the NodePort is 30800 in this case; in your case it will be different, so make sure to check.  That means that each of the servers involved is listening on port 30800, and requests are being forwarded to port 80 of the containers.  That means we can call the PHP script with:

http://[HOST_NAME OR HOST_IP]:[PROVIDED PORT]

In my case, I’ve set the IP for my Kubernetes hosts to hostnames to make my life easier, and the PHP file is the default for nginx, so I can simply call:

# curl http://kube-2:30800
Pod soaktest-3869910569-xnfme has finished!

So as you can see, this time the request was served by pod soaktest-3869910569-xnfme.

Recovering from crashes: Creating a fixed number of replicas

Now that we know everything is running, let’s take a look at some replication use cases. The first thing we think of when it comes to replication is recovering from crashes. If there are 5 (or 50, or 500) copies of an application running, and one or more crashes, it’s not a catastrophe.  Kubernetes improves the situation further by ensuring that if a pod goes down, it’s replaced. Let’s see this in action.  Start by refreshing our memory about the pods we’ve got running:

# kubectl get pods
NAME                        READY     STATUS    RESTARTS   AGE
soaktest-3869910569-qqwqc   1/1       Running   0          11m
soaktest-3869910569-qu8k7   1/1       Running   0          11m
soaktest-3869910569-uzjxu   1/1       Running   0          11m
soaktest-3869910569-x6vmp   1/1       Running   0          11m
soaktest-3869910569-xnfme   1/1       Running   0          11m

If we repeatedly call the Deployment, we can see that we get different pods on a random basis:

# curl http://kube-2:30800
Pod soaktest-3869910569-xnfme has finished!
# curl http://kube-2:30800
Pod soaktest-3869910569-x6vmp has finished!
# curl http://kube-2:30800
Pod soaktest-3869910569-uzjxu has finished!
# curl http://kube-2:30800
Pod soaktest-3869910569-x6vmp has finished!
# curl http://kube-2:30800
Pod soaktest-3869910569-uzjxu has finished!
# curl http://kube-2:30800
Pod soaktest-3869910569-qu8k7 has finished!

To simulate a pod crashing, let’s go ahead and delete one:

# kubectl delete pod soaktest-3869910569-x6vmp
pod "soaktest-3869910569-x6vmp" deleted

# kubectl get pods
NAME                        READY     STATUS    RESTARTS   AGE
soaktest-3869910569-516kx   1/1       Running   0          18s
soaktest-3869910569-qqwqc   1/1       Running   0          27m
soaktest-3869910569-qu8k7   1/1       Running   0          27m
soaktest-3869910569-uzjxu   1/1       Running   0          27m
soaktest-3869910569-xnfme   1/1       Running   0          27m

As you can see, pod *x6vmp is gone, and it’s been replaced by *516kx.  (You can easily find the new pod by looking at the AGE column.) If we once again call the Deployment, we can (eventually) see the new pod:

# curl http://kube-2:30800
Pod soaktest-3869910569-516kx has finished!

Now let’s look at changing the number of pods.

Scaling up or down: Manually changing the number of replicas

One common task is to scale up a Deployment in response to additional load. Kubernetes has autoscaling, but we’ll talk about that in another article.  For now, let’s look at how to do this task manually. The most straightforward way is to simply use the scale command:

# kubectl scale --replicas=7 deployment/soaktest
deployment "soaktest" scaled

# kubectl get pods
NAME                        READY     STATUS    RESTARTS   AGE
soaktest-3869910569-2w8i6   1/1       Running   0          6s
soaktest-3869910569-516kx   1/1       Running   0          11m
soaktest-3869910569-qqwqc   1/1       Running   0          39m
soaktest-3869910569-qu8k7   1/1       Running   0          39m
soaktest-3869910569-uzjxu   1/1       Running   0          39m
soaktest-3869910569-xnfme   1/1       Running   0          39m
soaktest-3869910569-z4rx9   1/1       Running   0          6s

In this case, we specify a new number of replicas, and Kubernetes adds enough to bring it to the desired level, as you can see. One thing to keep in mind is that Kubernetes isn’t going to scale the Deployment down to be below the level at which you first started it up.  For example, if we try to scale back down to 4…

# kubectl scale --replicas=4 -f deployment.yaml
deployment "soaktest" scaled

# kubectl get pods
NAME                        READY     STATUS    RESTARTS   AGE
soaktest-3869910569-l5wx8   1/1       Running   0          11s
soaktest-3869910569-qqwqc   1/1       Running   0          40m
soaktest-3869910569-qu8k7   1/1       Running   0          40m
soaktest-3869910569-uzjxu   1/1       Running   0          40m
soaktest-3869910569-xnfme   1/1       Running   0          40m

… Kubernetes only brings us back down to 5, because that’s what was specified by the original deployment.

Deploying a new version: Replacing replicas by changing their label

Another way you can use deployments is to make use of the selector.  In other words, if a Deployment controls all the pods with a tier value of dev, changing a pod’s teir label to prod will remove it from the Deployment’s sphere of influence. This mechanism enables you to selectively replace individual pods. For example, you might move pods from a dev environment to a production environment, or you might do a manual rolling update, updating the image, then removing some fraction of pods from the Deployment; when they’re replaced, it will be with the new image. If you’re happy with the changes, you can then replace the rest of the pods. Let’s see this in action.  As you recall, this is our Deployment:

# kubectl describe deployment soaktest
Name:                   soaktest
Namespace:              default
CreationTimestamp:      Sun, 05 Mar 2017 19:31:04 +0000
Labels:                 app=soaktest
Selector:               app=soaktest
Replicas:               3 updated | 3 total | 3 available | 0 unavailable
StrategyType:           RollingUpdate
MinReadySeconds:        0
RollingUpdateStrategy:  1 max unavailable, 1 max surge
OldReplicaSets:         <none>
NewReplicaSet:          soaktest-3869910569 (3/3 replicas created)
Events:
  FirstSeen     LastSeen        Count   From                            SubobjectPath   Type              Reason                  Message
  ---------     --------        -----   ----                            -------------   --------  ------                  -------
  50s           50s             1       {deployment-controller }                        Normal            ScalingReplicaSet       Scaled up replica set soaktest-3869910569 to 3

And these are our pods:

# kubectl describe replicaset soaktest-3869910569
Name:           soaktest-3869910569
Namespace:      default
Image(s):       nickchase/soaktest
Selector:       app=soaktest,pod-template-hash=3869910569
Labels:         app=soaktest
                pod-template-hash=3869910569
Replicas:       5 current / 5 desired
Pods Status:    5 Running / 0 Waiting / 0 Succeeded / 0 Failed
No volumes.
Events:
  FirstSeen     LastSeen        Count   From                            SubobjectPath   Type              Reason                  Message
  ---------     --------        -----   ----                            -------------   --------  ------                  -------
  2m            2m              1       {replicaset-controller }                        Normal            SuccessfulCreate        Created pod: soaktest-3869910569-0577c
  2m            2m              1       {replicaset-controller }                        Normal            SuccessfulCreate        Created pod: soaktest-3869910569-wje85
  2m            2m              1       {replicaset-controller }                        Normal            SuccessfulCreate        Created pod: soaktest-3869910569-xuhwl
  1m            1m              1       {replicaset-controller }                        Normal            SuccessfulCreate        Created pod: soaktest-3869910569-8cbo2
  1m            1m              1       {replicaset-controller }                        Normal            SuccessfulCreate        Created pod: soaktest-3869910569-pwlm4

We can also get a list of pods by label:

# kubectl get pods -l app=soaktest
NAME                        READY     STATUS    RESTARTS   AGE
soaktest-3869910569-0577c   1/1       Running   0          7m
soaktest-3869910569-8cbo2   1/1       Running   0          6m
soaktest-3869910569-pwlm4   1/1       Running   0          6m
soaktest-3869910569-wje85   1/1       Running   0          7m
soaktest-3869910569-xuhwl   1/1       Running   0          7m

So those are our original soaktest pods; what if we wanted to add a new label?  We can do that on the command line:

# kubectl label pods soaktest-3869910569-xuhwl experimental=true
pod "soaktest-3869910569-xuhwl" labeled

# kubectl get pods -l experimental=true
NAME                        READY     STATUS    RESTARTS   AGE
soaktest-3869910569-xuhwl   1/1       Running   0          14m

So now we have one experimental pod.  But since the experimental label has nothing to do with the selector for the Deployment, it doesn’t affect anything. So what if we change the value of the app label, which the Deployment is looking at?

# kubectl label pods soaktest-3869910569-wje85 app=notsoaktest --overwrite
pod "soaktest-3869910569-wje85" labeled

In this case, we need to use the overwrite flag because the app label already exists. Now let’s look at the existing pods.

# kubectl get pods
NAME                        READY     STATUS    RESTARTS   AGE
soaktest-3869910569-0577c   1/1       Running   0          17m
soaktest-3869910569-4cedq   1/1       Running   0          4s
soaktest-3869910569-8cbo2   1/1       Running   0          16m
soaktest-3869910569-pwlm4   1/1       Running   0          16m
soaktest-3869910569-wje85   1/1       Running   0          17m
soaktest-3869910569-xuhwl   1/1       Running   0          17m

As you can see, we now have six pods instead of five, with a new pod having been created to replace *wje85, which was removed from the deployment. We can see the changes by requesting pods by label:

# kubectl get pods -l app=soaktest
NAME                        READY     STATUS    RESTARTS   AGE
soaktest-3869910569-0577c   1/1       Running   0          17m
soaktest-3869910569-4cedq   1/1       Running   0          20s
soaktest-3869910569-8cbo2   1/1       Running   0          16m
soaktest-3869910569-pwlm4   1/1       Running   0          16m
soaktest-3869910569-xuhwl   1/1       Running   0          17m

Now, there is one wrinkle that you have to take into account; because we’ve removed this pod from the Deployment, the Deployment no longer manages it.  So if we were to delete the Deployment…

# kubectl delete deployment soaktest
deployment "soaktest" deleted

The pod remains:

# kubectl get pods
NAME                        READY     STATUS    RESTARTS   AGE
soaktest-3869910569-wje85   1/1       Running   0          19m

You can also easily replace all of the pods in a Deployment using the –all flag, as in:

# kubectl label pods --all app=notsoaktesteither --overwrite

But remember that you’ll have to delete them all manually!

Conclusion

Replication is a large part of Kubernetes’ purpose in life, so it’s no surprise that we’ve just scratched the surface of what it can do, and how to use it. It is useful for reliability purposes, for scalability, and even as a basis for your architecture. What do you anticipate using replication for, and what would you like to know more about? Let us know in the comments!