Set IMDSv2 as optional

api/v1beta2/awsmachinetemplate_webhook_test.go

@@ -127,8 +127,8 @@ func TestAWSMachineTemplateValidateUpdate(t *testing.T) {
 							InstanceType: "test",
 							InstanceMetadataOptions: &InstanceMetadataOptions{
 								HTTPEndpoint:            InstanceMetadataEndpointStateEnabled,
-								HTTPPutResponseHopLimit: 2,
-								HTTPTokens:              HTTPTokensStateRequired,
+								HTTPPutResponseHopLimit: 1,
+								HTTPTokens:              HTTPTokensStateOptional,
 								InstanceMetadataTags:    InstanceMetadataEndpointStateDisabled,
 							},
 						},

api/v1beta2/types.go

@@ -264,9 +264,10 @@ type InstanceMetadataOptions struct {
 	// always returns the version 2.0 credentials; the version 1.0 credentials are
 	// not available.
 	//
-	// Default: required
+	// Default: optional
+	//
 	// +kubebuilder:validation:Enum:=optional;required
-	// +kubebuilder:default=required
+	// +kubebuilder:default=optional
 	HTTPTokens HTTPTokensState `json:"httpTokens,omitempty"`
 
 	// Set to enabled to allow access to instance tags from the instance metadata.
@@ -275,6 +276,7 @@ type InstanceMetadataOptions struct {
 	// (https://docs.aws.amazon.com/AWSEC2/latest/UserGuide/Using_Tags.html#work-with-tags-in-IMDS).
 	//
 	// Default: disabled
+	//
 	// +kubebuilder:validation:Enum:=enabled;disabled
 	// +kubebuilder:default=disabled
 	InstanceMetadataTags InstanceMetadataState `json:"instanceMetadataTags,omitempty"`
@@ -285,10 +287,10 @@ func (obj *InstanceMetadataOptions) SetDefaults() {
 		obj.HTTPEndpoint = InstanceMetadataEndpointStateEnabled
 	}
 	if obj.HTTPPutResponseHopLimit == 0 {
-		obj.HTTPPutResponseHopLimit = 2 // Defaults to 2 in container environment
+		obj.HTTPPutResponseHopLimit = 1
 	}
 	if obj.HTTPTokens == "" {
-		obj.HTTPTokens = HTTPTokensStateRequired // Defaults to IMDSv2
+		obj.HTTPTokens = HTTPTokensStateOptional // Defaults to IMDSv1
 	}
 	if obj.InstanceMetadataTags == "" {
 		obj.InstanceMetadataTags = InstanceMetadataEndpointStateDisabled

config/crd/bases/controlplane.cluster.x-k8s.io_awsmanagedcontrolplanes.yaml

@@ -866,7 +866,7 @@ spec:
                         minimum: 1
                         type: integer
                       httpTokens:
-                        default: required
+                        default: optional
                         description: "The state of token usage for your instance metadata
                           requests. \n If the state is optional, you can choose to
                           retrieve instance metadata with or without a session token
@@ -878,7 +878,7 @@ spec:
                           with any instance metadata retrieval requests. In this state,
                           retrieving the IAM role credentials always returns the version
                           2.0 credentials; the version 1.0 credentials are not available.
-                          \n Default: required"
+                          \n Default: optional"
                         enum:
                         - optional
                         - required
@@ -2288,7 +2288,7 @@ spec:
                         minimum: 1
                         type: integer
                       httpTokens:
-                        default: required
+                        default: optional
                         description: "The state of token usage for your instance metadata
                           requests. \n If the state is optional, you can choose to
                           retrieve instance metadata with or without a session token
@@ -2300,7 +2300,7 @@ spec:
                           with any instance metadata retrieval requests. In this state,
                           retrieving the IAM role credentials always returns the version
                           2.0 credentials; the version 1.0 credentials are not available.
-                          \n Default: required"
+                          \n Default: optional"
                         enum:
                         - optional
                         - required

config/crd/bases/infrastructure.cluster.x-k8s.io_awsclusters.yaml

@@ -1358,7 +1358,7 @@ spec:
                         minimum: 1
                         type: integer
                       httpTokens:
-                        default: required
+                        default: optional
                         description: "The state of token usage for your instance metadata
                           requests. \n If the state is optional, you can choose to
                           retrieve instance metadata with or without a session token
@@ -1370,7 +1370,7 @@ spec:
                           with any instance metadata retrieval requests. In this state,
                           retrieving the IAM role credentials always returns the version
                           2.0 credentials; the version 1.0 credentials are not available.
-                          \n Default: required"
+                          \n Default: optional"
                         enum:
                         - optional
                         - required

config/crd/bases/infrastructure.cluster.x-k8s.io_awsmachines.yaml

@@ -688,7 +688,7 @@ spec:
                     minimum: 1
                     type: integer
                   httpTokens:
-                    default: required
+                    default: optional
                     description: "The state of token usage for your instance metadata
                       requests. \n If the state is optional, you can choose to retrieve
                       instance metadata with or without a session token on your request.
@@ -699,7 +699,7 @@ spec:
                       you must send a session token with any instance metadata retrieval
                       requests. In this state, retrieving the IAM role credentials
                       always returns the version 2.0 credentials; the version 1.0
-                      credentials are not available. \n Default: required"
+                      credentials are not available. \n Default: optional"
                     enum:
                     - optional
                     - required

config/crd/bases/infrastructure.cluster.x-k8s.io_awsmachinetemplates.yaml

@@ -637,7 +637,7 @@ spec:
                             minimum: 1
                             type: integer
                           httpTokens:
-                            default: required
+                            default: optional
                             description: "The state of token usage for your instance
                               metadata requests. \n If the state is optional, you
                               can choose to retrieve instance metadata with or without
@@ -650,7 +650,7 @@ spec:
                               metadata retrieval requests. In this state, retrieving
                               the IAM role credentials always returns the version
                               2.0 credentials; the version 1.0 credentials are not
-                              available. \n Default: required"
+                              available. \n Default: optional"
                             enum:
                             - optional
                             - required

controllers/awsmachine_controller_unit_test.go

@@ -2551,8 +2551,8 @@ func TestAWSMachineReconcilerReconcileDefaultsToLoadBalancerTypeClassic(t *testi
 						},
 						MetadataOptions: &ec2.InstanceMetadataOptionsResponse{
 							HttpEndpoint:            aws.String(string(infrav1.InstanceMetadataEndpointStateEnabled)),
-							HttpPutResponseHopLimit: aws.Int64(2),
-							HttpTokens:              aws.String(string(infrav1.HTTPTokensStateRequired)),
+							HttpPutResponseHopLimit: aws.Int64(1),
+							HttpTokens:              aws.String(string(infrav1.HTTPTokensStateOptional)),
 							InstanceMetadataTags:    aws.String(string(infrav1.InstanceMetadataEndpointStateDisabled)),
 						},
 					},

docs/book/src/topics/instance-metadata.md

@@ -5,8 +5,9 @@ Instance metadata is data about your instance that you can use to configure or m
 * Instance Metadata Service Version 1 (IMDSv1) – a request/response method
 * Instance Metadata Service Version 2 (IMDSv2) – a session-oriented method
 
-CAPA defaults to IMDSv2 when creating instances, as it provides a [better level of security](https://aws.amazon.com/blogs/security/defense-in-depth-open-firewalls-reverse-proxies-ssrf-vulnerabilities-ec2-instance-metadata-service/).
-CAPA defaults to 2 hot limit when creating instances with IMDSv2, as it is recommended in container environment according to [AWS document](https://docs.aws.amazon.com/AWSEC2/latest/UserGuide/instancedata-data-retrieval.html#imds-considerations).
+CAPA defaults to use IMDSv2 as optional property when creating instances.
+
+CAPA expose options to configure IMDSv2 as required when creating instances, as it provides a [better level of security](https://aws.amazon.com/blogs/security/defense-in-depth-open-firewalls-reverse-proxies-ssrf-vulnerabilities-ec2-instance-metadata-service/).
 
 It is possible to configure the instance metadata options using the field called `instanceMetadataOptions` in the `AWSMachineTemplate`.
 
@@ -22,11 +23,16 @@ spec:
     spec:
       instanceMetadataOptions:
         httpEndpoint: enabled
-        httpPutResponseHopLimit: 2
-        httpTokens: required
+        httpPutResponseHopLimit: 1
+        httpTokens: optional
         instanceMetadataTags: disabled
 ```
 
-To use IMDSv1, simply set `httpTokens` value to `optional` (in other words, set the use of IMDSv2 to optional).
+To use IMDSv2, simply set `httpTokens` value to `required` (in other words, set the use of IMDSv2 to required).
+To use IMDSv2, please also set `httpPutResponseHopLimit` value to `2`, as it is recommended in container environment according to [AWS document](https://docs.aws.amazon.com/AWSEC2/latest/UserGuide/instancedata-data-retrieval.html#imds-considerations).
 
 See [the CLI command reference](https://awscli.amazonaws.com/v2/documentation/api/latest/reference/ec2/modify-instance-metadata-options.html) for more information.
+
+Before you decide to use IMDSv2 for the cluster instances, please make sure all your applications are compatible to IMDSv2. 
+
+See the [transition guide](https://docs.aws.amazon.com/AWSEC2/latest/UserGuide/instance-metadata-transition-to-version-2.html#recommended-path-for-requiring-imdsv2) for more information.

pkg/cloud/services/ec2/instances.go

@@ -236,6 +236,7 @@ func (s *Service) CreateInstance(scope *scope.MachineScope, userData []byte, use
 	input.Tenancy = scope.AWSMachine.Spec.Tenancy
 
 	s.scope.Debug("Running instance", "machine-role", scope.Role())
+	s.scope.Debug("Running instance with instance metadata options", "metadata options", input.InstanceMetadataOptions)
 	out, err := s.runInstance(scope.Role(), input)
 	if err != nil {
 		// Only record the failure event if the error is not related to failed dependencies.
@@ -981,6 +982,7 @@ func (s *Service) ModifyInstanceMetadataOptions(instanceID string, options *infr
 		InstanceId:              aws.String(instanceID),
 	}
 
+	s.scope.Info("Updating instance metadata options", "instance id", instanceID, "options", input)
 	if _, err := s.EC2Client.ModifyInstanceMetadataOptions(input); err != nil {
 		return err
 	}

test/e2e/suites/unmanaged/helpers_test.go

@@ -594,7 +594,7 @@ func assertInstanceMetadataOptions(instanceID string, expected infrav1.InstanceM
 	metadataOptions := result.Reservations[0].Instances[0].MetadataOptions
 	Expect(metadataOptions).ToNot(BeNil())
 
-	Expect(metadataOptions.HttpTokens).To(HaveValue(Equal(string(expected.HTTPTokens)))) // IMDSv2 enabled
+	Expect(metadataOptions.HttpTokens).To(HaveValue(Equal(string(expected.HTTPTokens))))
 	Expect(metadataOptions.HttpEndpoint).To(HaveValue(Equal(string(expected.HTTPEndpoint))))
 	Expect(metadataOptions.InstanceMetadataTags).To(HaveValue(Equal(string(expected.InstanceMetadataTags))))
 	Expect(metadataOptions.HttpPutResponseHopLimit).To(HaveValue(Equal(expected.HTTPPutResponseHopLimit)))

test/e2e/suites/unmanaged/unmanaged_functional_test.go

@@ -196,9 +196,10 @@ var _ = ginkgo.Context("[unmanaged] [functional]", func() {
 
 			mdName := clusterName + "-md01"
 			machineTempalte := makeAWSMachineTemplate(namespace.Name, mdName, e2eCtx.E2EConfig.GetVariable(shared.AwsNodeMachineType), nil)
+			// A test to set IMDSv2 explicitly
 			machineTempalte.Spec.Template.Spec.InstanceMetadataOptions = &infrav1.InstanceMetadataOptions{
 				HTTPEndpoint:            infrav1.InstanceMetadataEndpointStateEnabled,
-				HTTPPutResponseHopLimit: 1,
+				HTTPPutResponseHopLimit: 2,
 				HTTPTokens:              infrav1.HTTPTokensStateRequired, // IMDSv2
 				InstanceMetadataTags:    infrav1.InstanceMetadataEndpointStateDisabled,
 			}