Creating a service instance for DataStage programmatically

When you install DataStage, a service instance is created automatically. You can optionally create more service instances in the operands project. If you are a IBM® Software Hub user, you can use the /v3/service_instances REST API call to programmatically create service instances.

Who needs to complete this task?
To create a service instance programmatically by using the /v3/service_instances REST API call, you must have the Create service instances (can_provision) permission in IBM Software Hub.
When do you need to complete this task?
Complete this task only if you want to create a service instance programmatically by using the /v3/service_instances REST API call.
Alternative methods for creating a service instance

Information you need to complete this task

Review the following information before you create a service instance for DataStage:

Version requirements

All of the components that are associated with an instance of IBM Software Hub must be installed or created at the same release. For example, if DataStage is installed at Version 5.2.2, you must create the service instance at Version 5.2.2.

Environment variables

The commands in this task use environment variables so that you can run the commands exactly as written.

  • If you don't have the script that defines the environment variables, see Setting up installation environment variables.
  • To use the environment variables from the script, you must source the environment variables before you run the commands in this task. For example, run:
    source ./cpd_vars.sh

Before you begin

This task assumes that the following prerequisites are met:

Prerequisite Where to find more information
DataStage is installed. If this task is not complete, see Installing DataStage.
You generated an API key.

The API key must be associated with a user who has the Create service instances (can_provision) permission in IBM Software Hub.

If this task is not complete, see Generating an API authorization token.

Procedure

Complete the following tasks to create a service instance:

  1. Creating a service instance
  2. Validating that the service instance was created
  3. What to do next

Creating a service instance

To create a service instance:

  1. Change to the directory on your workstation where you want to create the JSON file that defines the service instance payload.
  2. Set the environment variables that are used to populate the JSON payload for the service instance:
    1. Set the INSTANCE_NAME environment variable to the unique name that you want to use as the display name for the service instance:
      export INSTANCE_NAME="<display-name>"

      This name is displayed on the Instances page of the IBM Software Hub web client.

      The display name is a string and can contain alphanumeric characters (a-z, A-Z, 0-9), spaces ( ), dashes (-), underscores (_), and periods (.). Make sure that you surround the display name with quotation marks, as shown in the preceding export command.

    2. Set the INSTANCE_DESCRIPTION environment variable to the description that you want to use for the service instance:
      export INSTANCE_DESCRIPTION="<description>"

      This description is displayed on the Instances page of the IBM Software Hub web client.

      The description is a string and can contain alphanumeric characters, spaces, dashes, underscores, and periods. Make sure that you surround the display name with quotation marks, as shown in the preceding export command.

    3. Set the INSTANCE_VERSION to the version that corresponds to the version of IBM Software Hub on your cluster:
      export INSTANCE_VERSION=<version>

      Use the following table to determine the appropriate value:

      IBM Software Hub version Service instance version
      5.2.2 5.2.2
      5.2.1 5.2.1
      5.2.0 5.2.0
    4. Set the INSTANCE_SIZE environment variable. The size determines the resources that are allocated to the service instance.
      export INSTANCE_SIZE=<size>
      Valid values are:
      • small
      • medium
      • large

      For more information about the resources associated with each size, see the component scaling guidance PDF, which you can download from the IBM Entitled Registry.

  3. Create the datastage-instance.json payload file:
    cat << EOF > ./datastage-instance.json
    {
        "display_name": "${INSTANCE_NAME}",
        "namespace": "${PROJECT_CPD_INST_OPERANDS}",
        "addon_type": "datastage",
        "addon_version": "${INSTANCE_VERSION}",
        "create_arguments": {
            "description": "${INSTANCE_DESCRIPTION}",
            "metadata": {
                "storageClass": "${STG_CLASS_FILE}",
                "scaleConfig": "${INSTANCE_SIZE}"
            },
            "owner_username": "admin",
            "parameters": {
                "storageClass": "${STG_CLASS_FILE}",
                "scaleConfig": "${INSTANCE_SIZE}"
            },
            "resources": {}
        },
        "preExistingOwner": "false",
        "transientFields": {}
    }
    EOF
    The following environment variables use the values that are already defined in your installation environment variables script:
    • ${PROJECT_CPD_INST_OPERANDS}
    • ${STG_CLASS_FILE}
  4. Set the PAYLOAD_FILE environment variable to the fully qualified name of the JSON payload file on your workstation:
    export PAYLOAD_FILE=<fully-qualified-JSON-file-name>
  5. Set the environment variables that are used to connect to the instance of IBM Software Hub where you want to create the service instance:
    1. Set the CPD_ROUTE environment variable:
      export CPD_ROUTE=$(oc get route cpd -n ${PROJECT_CPD_INST_OPERANDS} -o jsonpath={".spec.host"})

      The command uses the PROJECT_CPD_INST_OPERANDS variable, which is already defined in your installation environment variables script.

    2. Set the API_KEY environment variable to the API key that you created:
      export API_KEY=<your_api_key>
  6. Create the service instance from the payload file.

    The command that you run depends on whether the instance of IBM Software Hub where you want to create the service instance uses a self-signed certificate or a certificate signed by a trusted certificate authority.


    The instance uses a certificate signed by a trusted certificate authority
    curl --request POST \
    --url "https://${CPD_ROUTE}/zen-data/v3/service_instances" \
    --header "Authorization: ZenApiKey ${API_KEY}" \
    --header 'Content-Type: application/json' \
    --data @${PAYLOAD_FILE}

    The instance uses a self-signed certificate (default)
    curl -k --request POST \
    --url "https://${CPD_ROUTE}/zen-data/v3/service_instances" \
    --header "Authorization: ZenApiKey ${API_KEY}" \
    --header 'Content-Type: application/json' \
    --data @${PAYLOAD_FILE}

    If the request was successful, the command returns one of the following HTTP response codes:
    • 200 - The request was successfully completed and the service instance was provisioned.
    • 202 - The request was successfully submitted. The service instance is being provisioned.

    If the request was not successful, use the HTTP response code to determine the reason.

Validating that the service instance was created

To validate that the service instance was created:

  1. Set the INSTANCE_ID environment variable to the ID that was returned by the POST cURL command:
    export INSTANCE_ID=<ID-from-response>
  2. Get the status of the service instance.

    The command that you run depends on whether the instance of IBM Software Hub where you want to create the service instance uses a self-signed certificate or a certificate signed by a trusted certificate authority.


    The instance uses a certificate signed by a trusted certificate authority
    curl --request GET \
      --url "https://${CPD_ROUTE}/zen-data/v3/service_instances/${INSTANCE_ID}" \
      --header "Authorization: ZenApiKey ${API_KEY}" \
      --header 'Content-Type: application/json'

    The instance uses a self-signed certificate (default)
    curl -k --request GET \
      --url "https://${CPD_ROUTE}/zen-data/v3/service_instances/${INSTANCE_ID}" \
      --header "Authorization: ZenApiKey ${API_KEY}" \
      --header 'Content-Type: application/json'

    • If the request was successful, the command returns the following HTTP response code: 200
      Find the provision_status parameter in the JSON response.
      • If the value is PROVISIONED, the service instance was successfully created.
      • If the value is PROVISION_IN_PROGRESS, wait a few minutes and run the command again.
      • If the value is FAILED, review the pod logs for the zen-core-api and zen-watcher pods for possible causes.
    • If the request was not successful, use the HTTP response code to determine the reason.

What to do next

You must give users access to the service instance. For more information, see Creating a service instance for DataStage.