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Getting Started

This guide will walk through creating a new extension from scratch.

Prerequisites

Note: Extensions development is only currently supported on Mac and Linux. Windows is not currently supported.

You will need a recent version of nodejs installed (Tested with node version: v16.19.1).

You'll also need the yarn package manager installed, which can be done with npm install -g yarn.

Creating the Application

In order to develop a new Extension, you need an application UI to host it in during development. Rancher provides a helper to create a skeleton application for you. This gives you a full version of the Rancher UI that can be used to develop and test your extension.

Rancher publishes two npm packages to help bootstrap the creation of the app and an extension. These are used in this example below.

Creating the Skeleton App

Create a new folder and run:

yarn create @rancher/app my-app [OPTIONS]
cd my-app

This will create a new folder my-app and populate it with the minimum files needed.

Note: If you don't want to create a new folder, but instead want the files created in an existing folder, use yarn create @rancher/app .

Note: The skeleton application references the Rancher dashboard code via the @rancher/shell npm module.

Installing Rancher

See https://ranchermanager.docs.rancher.com/getting-started/installation-and-upgrade. Note: Not all Linux distros and versions are supported. To make sure your OS is compatible with Rancher, see the support maintenance terms for the specific Rancher version that you are using: https://www.suse.com/suse-rancher/support-matrix/all-supported-versions

The above linked installation docs cover two methods confirmed to work with the Dashboard:

To use the most recent version of Rancher that is actively in development, use the version tag v2.6-head when installing Rancher. For example, the Docker installation command would look like this:

sudo docker run -d --restart=unless-stopped -p 80:80 -p 443:443 --privileged -e CATTLE_BOOTSTRAP_PASSWORD=OPTIONAL_PASSWORD_HERE rancher/rancher:v2.6-head

Dashboard provides convenience methods to start and stop Rancher in a single docker container

yarn run docker:local:start
yarn run docker:local:stop // default user password as "password"

Note that for Rancher to provision and manage downstream clusters, the Rancher server URL must be accessible from the Internet. If you’re running Rancher in Docker Desktop, the Rancher server URL is https://localhost. To make Rancher accessible to downstream clusters for development, you can:

  • Use ngrok to test provisioning with a local rancher server
  • Install Rancher on a virtual machine in Digital Ocean or Amazon EC2
  • Change the Rancher server URL using <dashboard url>c/local/settings/management.cattle.io.setting

Also for consideration:

  • K3d lets you immediately install a Kubernetes cluster in a Docker container and interact with it with kubectl for development and testing purposes.

You should be able to reach the older Ember UI by navigating to the Rancher API url. This same API Url will be used later when starting up the Dashboard.

Extension Options

There is one option available to be passed as an argument to the @rancher/app script:

OptionDescription
-lThis will automatically add the .gitlab-ci.yml pipeline file for integration with GitLab

You can run the app with:

yarn install
API=<Rancher Backend URL> yarn dev

You should be able to open a browser at https://127.0.0.1:8005 and you'll get the Rancher Dashboard UI. Your skeleton application is a full Rancher UI - but referenced via npm.

Creating an Extension as a top-level-product

The next step is to create an extension. As a Getting Started example, we'll demonstrate an extension for a Top-level product, but you also have the option to create an extension for a Cluster-level product.

Creating an Extension

Once again, Rancher provides a helper to add an extension. You can choose to have multiple extensions or a single extension within the parent folder.

Go ahead and run the following command to create a new extension:

yarn create @rancher/pkg test [OPTIONS]

This will create a new UI Package in the ./pkg/test folder.

Extension Package Options

There are two options that can be passed to the @rancher/pkg script:

OptionDescription
-tCreates additional boilerplate directories for types, including: 'l10n', 'models', 'edit', 'list', and 'detail'.
-wCreates the workflow files build-extension-catalog.yml, build-extension-charts.yml to be used as Github actions. This will automatically build your extension and release a Helm chart and Extension Catalog Image.

Note: Using the -w option to create an automated workflow will require additonal prequesites, see the Release section.

Configuring an Extension

Replace the contents of the file ./pkg/test/index.ts with:

import { importTypes } from '@rancher/auto-import';
import { IPlugin } from '@shell/core/types';
import extensionRouting from './routing/extension-routing';

// Init the package
export default function(plugin: IPlugin) {
// Auto-import model, detail, edit from the folders
importTypes(plugin);

// Provide extension metadata from package.json
// it will grab information such as `name` and `description`
plugin.metadata = require('./package.json');

// Load a product
plugin.addProduct(require('./product'));

// Add Vue Routes
plugin.addRoutes(extensionRouting);
}

Next, create a new file ./pkg/test/product.ts with this content:

import { IPlugin } from '@shell/core/types';

export function init($plugin: IPlugin, store: any) {
const YOUR_PRODUCT_NAME = 'myProductName';
const BLANK_CLUSTER = '_';

const { product } = $plugin.DSL(store, YOUR_PRODUCT_NAME);

product({
icon: 'gear',
inStore: 'management',
weight: 100,
to: {
name: `${ YOUR_PRODUCT_NAME }-c-cluster`,
path: `/${ YOUR_PRODUCT_NAME }/c/:cluster/dashboard`,
params: {
product: YOUR_PRODUCT_NAME,
cluster: BLANK_CLUSTER,
pkg: YOUR_PRODUCT_NAME
}
}
});
}

And finally create a file + folder /routing/extension-routing.js with the content:

// Don't forget to create a VueJS page called index.vue in the /pages folder!!!
import Dashboard from '../pages/index.vue';

const BLANK_CLUSTER = '_';
const YOUR_PRODUCT_NAME = 'myProductName';

const routes = [
{
name: `${ YOUR_PRODUCT_NAME }-c-cluster`,
path: `/${ YOUR_PRODUCT_NAME }/c/:cluster`,
component: Dashboard,
meta: {
product: YOUR_PRODUCT_NAME,
cluster: BLANK_CLUSTER,
pkg: YOUR_PRODUCT_NAME
}
}
];

export default routes;

Running the App

We've created a bare bones extension and exposed a new 'product' that will appear in the top-level slide-in menu. At this stage, it does nothing other than that!

You should now be able to run the UI again with:

API=<Rancher Backend URL> yarn dev

Open a web browser to https://127.0.0.1:8005 and you'll see a new 'MyProductName' nav item in the top-level slide-in menu.

MyProductName Nav Item

Note: You should be able to make changes to the extension and the UI will hot-reload and update in the browser.

To further develop a product, add new pages and add new types here's an example.

Building the Extension

Up until now, we've run the extension inside of the skeleton application - this is the developer workflow.

To build the extension so we can use it independently, run:

yarn build-pkg test

This will build the extension as a Vue library and the built extension will be placed in the dist-pkg folder.

Loading Into Rancher

Prevent loading your extension in dev mode

When we run API=<Rancher Backend URL> yarn dev, our test extension will be automatically loaded into the application - this allows us to develop the extension with hot-reloading. To test loading the extension dynamically, we can update configuration to tell Rancher not to include our extension.

To do this, edit the file vue.config.js in the root my-app folder, and add the name of the package you want to exclude, such as:

const config = require('@rancher/shell/vue.config');

module.exports = config(__dirname, {
excludes: ['test'],
});

Now restart your app by running the UI again with:

API=<Rancher Backend URL> yarn dev

Open a web browser to https://127.0.0.1:8005 and you'll see that the Example nav item is not present - since the extension was not loaded.

Note: You need to be an admin user to test Extensions in the Rancher UI

Test built extension by doing a Developer load

To enable Developer load in the UI, you should go to the user avatar in the top-right and go to Preferences. Under Advanced Features, check the Enable Extension developer features checkbox.

Preferences

Extension Developer Features

Now we need to serve the built package locally by running the following:

yarn serve-pkgs

This will start a small web server (on port 4500) that serves up the contents of the dist-pkg folder. It will output which extensions are being served up - in our case you should see output like that below - it shows the URLs to use for each of the available extensions.

Serving catalog on http://127.0.0.1:4500

Serving packages:

test-0.1.0 available at: http://127.0.0.1:4500/test-0.1.0/test-0.1.0.umd.min.js

Now jump back into the UI and bring in the slide-in menu (click on the hamburger menu in the top-left) and click on 'Extensions'.

Developer Load

Go to the three dot menu and select 'Developer load' - you'll get a dialog allowing you to load the extension into the UI.

Developer Load Modal

In the top input box Extension URL, enter:

https://127.0.0.1:8005/pkg/test-0.1.0/test-0.1.0.umd.min.js

Press 'Load' and the extension will be loaded, you should see a notification telling you the extension was loaded and if you bring in the side menu again, you should see the Example nav item there now.

This illustrates dynamically loading an extension.

You'll notice that if you reload the Rancher UI, the extension is not persistent and will need to be added again. You can make it persistent by checking the Persist extension by creating custom resource checkbox in the Developer Load dialog.

Creating a Release

Creating a Release for your extension is the official avenue for loading extensions into any Rancher instance. As mentioned in the Introduction, the extension can be packaged into a Helm chart and added as a Helm repository to be easily accessible from your Rancher Manager.

We have created workflows for Github Actions which will automatically build, package, and release your extension as a Helm chart for use within your Github repository, and an Extension Catalog Image (ECI) which is published into a specified container registry (ghcr.io by default). Depending on the use case, you can utilize the Github repository as a Helm repository endpoint which we can use to consume the chart in Rancher, or you can import the ECI into the Extension Catalog list and serve the Helm charts locally.

Note: GitLab support is offered through leverging the ECI build. For configuration instructions, follow the setps in the Gitlab Integration section.

Note: If you wish to build and publish the Helm chart or the ECI manually or with specific configurations, you can follow the steps listed in the Publishing an Extension section.

Release Prerequisites

In order to have a Helm repository you will need to enable Github Pages on your Github repository. Just follow these steps:

  1. Create a branch called gh-pages on your Github repository for the extension

  2. Go to the repository of the extension and click the Settings tab in the top navigation bar.

Repo Settings Tab

  1. Then on the left navigation bar of the settings page click the Pages tab.

Repo Pages Tab

  1. Lastly, select GitHub Actions from the Source dropdown.

Repo Pages Dropdown

Adding the Release Workflow

To add the workflow to your extension, use the -w option when running the @rancher/pkg script. For instance:

yarn create @rancher/pkg test -w

This will create a .github directory within the root folder of your app which will contain the build-extension.yml workflow file. Initially the release is gated by a Push or Pull Request targeting the main branch. To update your workflow with different events to trigger the workflow, see the Additional Release Configuration section.

Consuming the Helm chart

After releasing the Helm chart you will be able to consume this from the Rancher UI by adding your Helm repository's URL to the App -> Repository list. If you used the automated workflow to release the Helm chart, you can find the URL within your Github repository under the "github-pages" Environment.

The URL should be listed as: https://<organization>.github.io/<repository>

Once the URL has been added to the repository list, the extension should appear within the Extensions page.

Wrap-up

This guide has showed you how to create a skeleton application that helps you develop and test one or more extensions.

We showed how we can develop and test those with hot-reloading in the browser and how we can build our extensions into a package that we can dynamically load into Rancher at runtime. We also went over how to release our extensions as Helm charts using the automated workflow.