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Understanding TargetRef policies
What is a policy?
A policy is a set of configuration that will be used to generate the proxy configuration. Kuma combines policies with dataplane configuration to generate the Envoy configuration of a proxy.
What do targetRef policies look like?
There are two parts in a policy:
- The metadata
- The spec
Metadata
Metadata identifies the policies by its name, type and what mesh it is part of.
This is how it looks:
A policy metadata looks like:
type: ExamplePolicy
name: my-policy-name
mesh: default
spec:
  ... # spec data specific to the policy kind
Spec
The spec contains the actual configuration of the policy.
All specs have a top level targetRef which identifies which proxies this policy applies to.
In particular, it defines which proxies have their Envoy configuration modified.
Some policies also support further narrowing.
The spec.to[].targetRef field defines rules that applies to outgoing traffic of proxies selected by spec.targetRef.
The spec.from[].targetRef field defines rules that applies to incoming traffic of proxies selected by spec.targetRef.
The actual configuration is defined in a default map.
For example:
type: ExamplePolicy
name: my-example
mesh: default
spec:
  targetRef:
    kind: Mesh
  to:
    - targetRef:
        kind: Mesh
      default: # Configuration that applies to outgoing traffic
        key: value
  from:
    - targetRef:
        kind: Mesh
      default: # Configuration that applies to incoming traffic
        key: value
Some policies are not directional and will not have to and from.
For example
type: NonDirectionalPolicy
name: my-example
mesh: default
spec:
  targetRef:
    kind: Mesh
  default:
    key: value
One of the benefits of targetRef policies is that the spec is always the same between Kubernetes and Universal.
This means that converting policies between Universal and Kubernetes only means rewriting the metadata.
Writing a targetRef
targetRef is a concept borrowed from Kubernetes Gateway API its usage is fully defined in MADR 005.
Its goal is to select subsets of proxies with maximum flexibility.
It looks like:
targetRef:
  kind: Mesh | MeshSubset | MeshService | MeshServiceSubset | MeshGatewayRoute
  name: "my-name" # For kinds MeshService, MeshServiceSubset and MeshGatewayRoute a name can be defined
  tags:
    key: value # For kinds MeshServiceSubset and MeshSubset a list of matching tags can be used
Here’s an explanation of each kinds and their scope:
- Mesh: applies to all proxies running in the mesh
- MeshSubset: same as Mesh but filters only proxies who have matching targetRef.tags
- MeshService: all proxies with a tag kuma.io/serviceequal totargetRef.name
- MeshServiceSubset: same as MeshServicebut further refine to proxies that have matchingtargetRef.tags
- MeshGatewayRoute: gateway using MeshGatewayRoutethat have a name equal totargetRef.name
Consider the example below:
apiVersion: kuma.io/v1alpha1
kind: MeshAccessLog
metadata:
  name: example
  namespace: kuma-system
  labels:
    kuma.io/mesh: default
spec:
  targetRef: # top level targetRef
    kind: MeshService
    name: web-frontend
  to:
    - targetRef: # to level targetRef
        kind: MeshService
        name: web-backend
      default:
        backends:
          - file:
              format:
                plain: '{"start_time": "%START_TIME%"}'
              path: "/tmp/logs.txt"
  from:
    - targetRef: # from level targetRef
        kind: Mesh
      default:
        backends:
          - file:
              format:
                plain: '{"start_time": "%START_TIME%"}'
              path: "/tmp/logs.txt"
Using spec.targetRef, this policy targets all proxies that implement the service web-frontend.
It defines the scope of this policy as applying to traffic either from or to web-frontend services.
The spec.to.targetRef section enables logging for any traffic going to web-backend.
The spec.from.targetRef section enables logging for any traffic coming from any service in the Mesh.
Target resources
Not every policy supports to and from levels. Additionally, not every resource can
appear at every supported level. The specified top level resource can also affect which
resources can appear in to or from.
To help users, each policy documentation includes a table indicating which targetRef kinds is supported at each level.
This table looks like:
| targetRef.kind | top level | to | from | 
|---|---|---|---|
| Mesh | ✅ | ✅ | ❌ | 
| MeshSubset | ✅ | ❌ | ❌ | 
| MeshService | ✅ | ❌ | ✅ | 
| MeshServiceSubset | ✅ | ❌ | ❌ | 
| MeshGatewayRoute | ✅ | ❌ | ❌ | 
Here it indicates that the top level can use any targetRef kinds. But in targetRef.to only kind Mesh can be used and in targetRef.from only kind MeshService.
Merging configuration
It is necessary to define a policy for merging configuration,
because a proxy can be targeted by multiple targetRef’s.
We define a total order of policies:
- Mesh > MeshSubset > MeshService > MeshServiceSubset > MeshGatewayRoute (the more a targetRefis focused the higher priority it has)
- If levels are equal the lexicographic order of policy names is used
For to and from policies we concatenate the array for each matching policies.
We then build configuration by merging each level using JSON patch merge.
For example if I have 2 default ordered this way:
default:
  conf: 1
  sub:
    array: [1, 2, 3]
    other: 50
    other-array: [3, 4, 5]
---
default:
  sub:
    array: []
    other: null
    other-array: [5, 6]
    extra: 2
The merge result is:
default:
  conf: 1
  sub:
    array: []
    other-array: [5, 6]
    extra: 2
Examples
Applying a global default
type: ExamplePolicy
name: example
mesh: default
spec:
  targetRef:
    kind: Mesh
  to:
    - targetRef:
        kind: Mesh
      default:
        key: value
All traffic from any proxy (top level targetRef) going to any proxy (to targetRef) will have this policy applied with value key=value.
Recommending to users
type: ExamplePolicy
name: example
mesh: default
spec:
  targetRef:
    kind: Mesh
  to:
    - targetRef:
        kind: MeshService
        name: my-service
      default:
        key: value
All traffic from any proxy (top level targetRef) going to the service “my-service” (to targetRef) will have this policy applied with value key=value.
This is useful when a service owner wants to suggest its clients as set of configuration.
Configuring all proxies of a team
type: ExamplePolicy
name: example
mesh: default
spec:
  targetRef:
    kind: MeshSubset
    tags:
      team: "my-team"
  from:
    - targetRef:
        kind: Mesh
      default:
        key: value
All traffic from any proxies (from targetRef) going to any proxy that has the tag team=my-team (top level targetRef) will have this policy applied with value key=value.
This is a useful way to define coarse grain rules for example.
Configuring all proxies in a zone
type: ExamplePolicy
name: example
mesh: default
spec:
  targetRef:
    kind: MeshSubset
    tags:
      kuma.io/zone: "east"
  default:
    key: value
All proxies in zone east (top level targetRef) will have this policy configured with key=value.
This can be very useful when observability stores are different for each zone for example.