Getting Started with Katib

This guide shows how to get started with Katib and run a few examples using the command line and the Katib user interface (UI) to perform hyperparameter tuning.

For an overview of the concepts around Katib and hyperparameter tuning, check the introduction to Katib.

Katib setup

Let’s set up and configure Katib on your Kubernetes cluster with Kubeflow.

Prerequisites

This is the minimal requirements to install Katib:

• Kubernetes >= 1.17
• kubectl >= 1.21

Installing Katib

You can skip this step if you have already installed Kubeflow. Your Kubeflow deployment includes Katib.

To install Katib as part of Kubeflow, follow the Kubeflow installation guide.

If you want to install Katib separately from Kubeflow, or to get a later version of Katib, you can use one of the following Katib installs. To install the specific Katib release (e.g. v0.11.1), modify ref=master to ref=v0.11.1.

1. Katib Standalone Installation

   There are two ways to install Katib by standalone, both of which do not require any additional setup on your Kubernetes cluster.

   1. Basic Installation

      Run the following command to deploy Katib with the main components (katib-controller, katib-ui, katib-mysql, katib-db-manager, and katib-cert-generator):

      kubectl apply -k "github.com/kubeflow/katib.git/manifests/v1beta1/installs/katib-standalone?ref=master"
      

   2. Controller Leader Election Support

      Run the following command to deploy Katib with Controller Leader Election:

      kubectl apply -k "github.com/kubeflow/katib.git/manifests/v1beta1/installs/katib-leader-election?ref=master"
      

      This installation is almost the same as Basic Installation, although you can make katib-controller Highly Available (HA) using leader election. If you plan to use Katib in an environment where high Service Level Agreements (SLAs) and Service Level Objectives (SLOs) are required, such as a production environment, consider choosing this installation.

2. Katib Cert Manager Installation

   Run the following command to deploy Katib with Cert Manager requirement:

   kubectl apply -k "github.com/kubeflow/katib.git/manifests/v1beta1/installs/katib-cert-manager?ref=master"
   

   This installation uses Cert Manager instead of katib-cert-generator to provision Katib webhooks certificates. You have to deploy Cert Manager on your Kubernetes cluster before deploying Katib using this installation.

3. Katib External DB Installation

   Run the following command to deploy Katib with custom Database (DB) backend:

   kubectl apply -k "github.com/kubeflow/katib.git/manifests/v1beta1/installs/katib-external-db?ref=master"
   

   This installation allows to use custom MySQL DB instead of katib-mysql. You have to modify appropriate environment variables for katib-db-manager in the secrets.env to point at your custom MySQL DB. Learn more about katib-db-manager environment variables in this guide.

4. Katib on OpenShift

   Run the following command to deploy Katib on OpenShift v4.4+:

   kubectl apply -k "github.com/kubeflow/katib.git/manifests/v1beta1/installs/katib-openshift?ref=master"
   

   This installation uses OpenShift service controller instead of katib-cert-generator to provision Katib webhooks certificates.

Above installations deploy PersistentVolumeClaim (PVC) for the Katib DB component.

Your Kubernetes cluster must have StorageClass for dynamic volume provisioning. For more information, check the Kubernetes documentation on dynamic provisioning.

If your cluster doesn’t have dynamic volume provisioning, you must manually deploy PersistentVolume (PV) to bind PVC for the Katib DB component.

Katib components

Run the following command to verify that Katib components are running:

$ kubectl get pods -n kubeflow

NAME                                READY   STATUS      RESTARTS   AGE
katib-cert-generator-79g7d          0/1     Completed   0          79s
katib-controller-566595bdd8-8w7sx   1/1     Running     0          82s
katib-db-manager-57cd769cdb-vt7zs   1/1     Running     0          82s
katib-mysql-7894994f88-djp7m        1/1     Running     0          81s
katib-ui-5767cfccdc-v9fcs           1/1     Running     0          80s

• katib-controller - the controller to manage Katib Kubernetes CRDs (Experiment, Suggestion, Trial)

• katib-ui - the Katib user interface.

• katib-db-manager - the GRPC API server to control Katib DB interface.

• katib-mysql - the mysql DB backend to store Katib experiments metrics.

• (Optional) katib-cert-generator - the certificate generator for Katib standalone installation. Learn more about the cert generator in the developer guide

Accessing the Katib UI

You can use the Katib user interface (UI) to submit experiments and to monitor your results. The Katib home page within Kubeflow looks like this:

If you installed Katib as part of Kubeflow, you can access the Katib UI from the Kubeflow UI:

1. Open the Kubeflow UI. Check the guide to accessing the central dashboard.
2. Click Katib in the left-hand menu.

Alternatively, you can set port-forwarding for the Katib UI service:

kubectl port-forward svc/katib-ui -n kubeflow 8080:80

Then you can access the Katib UI at this URL:

http://localhost:8080/katib/

Check this guide if you want to contribute to Katib UI.

Examples

This section introduces some examples that you can run to try Katib.

Example using random search algorithm

You can create an experiment for Katib by defining the experiment in a YAML configuration file. The YAML file defines the configurations for the experiment, including the hyperparameter feasible space, optimization parameter, optimization goal, suggestion algorithm, and so on.

This example uses the YAML file for the random search example.

The random search algorithm example uses an MXNet neural network to train an image classification model using the MNIST dataset. You can check training container source code here. The experiment runs twelve training jobs with various hyperparameters and saves the results.

If you installed Katib as part of Kubeflow, you can’t run experiments in the Kubeflow namespace. Run the following commands to change namespace and launch an experiment using the random search example:

1. Download the example:

   curl https://raw.githubusercontent.com/kubeflow/katib/master/examples/v1beta1/hp-tuning/random.yaml --output random.yaml
   

2. Edit random.yaml and change the following line to use your Kubeflow user profile namespace (e.g. kubeflow-user-example-com):

   namespace: kubeflow
   

3. (Optional) Note: Katib’s experiments don’t work with Istio sidecar injection. If you are using Kubeflow with Istio, you have to disable sidecar injection. To do that, specify this annotation: sidecar.istio.io/inject: "false" in your experiment’s trial template.

   For the provided random search example with Kubernetes Job trial template, annotation should be under .trialSpec.spec.template.metadata.annotations. For the Kubeflow TFJob or other training operators check here how to set the annotation.

4. Deploy the example:

   kubectl apply -f random.yaml
   

This example embeds the hyperparameters as arguments. You can embed hyperparameters in another way (for example, using environment variables) by using the template defined in the trialTemplate.trialSpec section of the YAML file. The template uses the unstructured format and substitutes parameters from the trialTemplate.trialParameters. Follow the trial template guide to know more about it.

This example randomly generates the following hyperparameters:

• --lr: Learning rate. Type: double.
• --num-layers: Number of layers in the neural network. Type: integer.
• --optimizer: Optimization method to change the neural network attributes. Type: categorical.

Check the experiment status:

kubectl -n kubeflow-user-example-com get experiment random -o yaml

The output of the above command should look similar to this:

apiVersion: kubeflow.org/v1beta1
kind: Experiment
metadata:
  ...
  name: random
  namespace: kubeflow-user-example-com
  ...
spec:
  algorithm:
    algorithmName: random
  maxFailedTrialCount: 3
  maxTrialCount: 12
  metricsCollectorSpec:
    collector:
      kind: StdOut
  objective:
    additionalMetricNames:
      - Train-accuracy
    goal: 0.99
    metricStrategies:
      - name: Validation-accuracy
        value: max
      - name: Train-accuracy
        value: max
    objectiveMetricName: Validation-accuracy
    type: maximize
  parallelTrialCount: 3
  parameters:
    - feasibleSpace:
        max: "0.03"
        min: "0.01"
      name: lr
      parameterType: double
    - feasibleSpace:
        max: "5"
        min: "2"
      name: num-layers
      parameterType: int
    - feasibleSpace:
        list:
          - sgd
          - adam
          - ftrl
      name: optimizer
      parameterType: categorical
  resumePolicy: Never
  trialTemplate:
    failureCondition: status.conditions.#(type=="Failed")#|#(status=="True")#
    primaryContainerName: training-container
    successCondition: status.conditions.#(type=="Complete")#|#(status=="True")#
    trialParameters:
      - description: Learning rate for the training model
        name: learningRate
        reference: lr
      - description: Number of training model layers
        name: numberLayers
        reference: num-layers
      - description: Training model optimizer (sdg, adam or ftrl)
        name: optimizer
        reference: optimizer
    trialSpec:
      apiVersion: batch/v1
      kind: Job
      spec:
        template:
          metadata:
            annotations:
              sidecar.istio.io/inject: "false"
          spec:
            containers:
              - command:
                  - python3
                  - /opt/mxnet-mnist/mnist.py
                  - --batch-size=64
                  - --lr=${trialParameters.learningRate}
                  - --num-layers=${trialParameters.numberLayers}
                  - --optimizer=${trialParameters.optimizer}
                image: docker.io/kubeflowkatib/mxnet-mnist:v1beta1-45c5727
                name: training-container
            restartPolicy: Never
status:
  conditions:
    - lastTransitionTime: "2021-10-07T21:12:06Z"
      lastUpdateTime: "2021-10-07T21:12:06Z"
      message: Experiment is created
      reason: ExperimentCreated
      status: "True"
      type: Created
    - lastTransitionTime: "2021-10-07T21:12:28Z"
      lastUpdateTime: "2021-10-07T21:12:28Z"
      message: Experiment is running
      reason: ExperimentRunning
      status: "True"
      type: Running
  currentOptimalTrial:
    bestTrialName: random-hpsrsdqp
    observation:
      metrics:
        - latest: "0.993054"
          max: "0.993054"
          min: "0.917694"
          name: Train-accuracy
        - latest: "0.979598"
          max: "0.979598"
          min: "0.957106"
          name: Validation-accuracy
    parameterAssignments:
      - name: lr
        value: "0.024736875661534784"
      - name: num-layers
        value: "4"
      - name: optimizer
        value: sgd
  runningTrialList:
    - random-2dwxbwcg
    - random-6jd8hmnd
    - random-7gks8bmf
  startTime: "2021-10-07T21:12:06Z"
  succeededTrialList:
    - random-xhpcrt2p
    - random-hpsrsdqp
    - random-kddxqqg9
    - random-4lkr5cjp
  trials: 7
  trialsRunning: 3
  trialsSucceeded: 4

When the last value in status.conditions.type is Succeeded, the experiment is complete. You can check information about the best trial in status.currentOptimalTrial.

• .currentOptimalTrial.bestTrialName is the trial name.

• .currentOptimalTrial.observation.metrics is the max, min and latest recorded values for objective and additional metrics.

• .currentOptimalTrial.parameterAssignments is the corresponding hyperparameter set.

In addition, status shows the experiment’s trials with their current status.

View the results of the experiment in the Katib UI:

1. Open the Katib UI as described above.

2. You should be able to view the list of experiments:

   

3. Click the name of the experiment, random-example.

4. There should be a graph showing the level of validation and train accuracy for various combinations of the hyperparameter values (learning rate, number of layers, and optimizer):

   

5. Below the graph is a list of trials that ran within the experiment:

   

6. You can click on trial name to get metrics for the particular trial:

   

TensorFlow example

If you installed Katib as part of Kubeflow, you can’t run experiments in the Kubeflow namespace. Run the following commands to launch an experiment using the Kubeflow’s TensorFlow training job operator, TFJob:

1. Download tfjob-mnist-with-summaries.yaml:

   curl https://raw.githubusercontent.com/kubeflow/katib/master/examples/v1beta1/kubeflow-training-operator/tfjob-mnist-with-summaries.yaml --output tfjob-mnist-with-summaries.yaml
   

2. Edit tfjob-mnist-with-summaries.yaml and change the following line to use your Kubeflow user profile namespace (e.g. kubeflow-user-example-com):

   namespace: kubeflow
   

3. (Optional) Note: Katib’s experiments don’t work with Istio sidecar injection. If you are using Kubeflow with Istio, you have to disable sidecar injection. To do that, specify this annotation: sidecar.istio.io/inject: "false" in your experiment’s trial template. For the provided TFJob example check here how to set the annotation.

4. Deploy the example:

   kubectl apply -f tfjob-mnist-with-summaries.yaml
   

5. You can check the status of the experiment:

   kubectl -n kubeflow-user-example-com get experiment tfjob-mnist-with-summaries -o yaml
   

Follow the steps as described for the random search algorithm example above to obtain the results of the experiment in the Katib UI.

PyTorch example

If you installed Katib as part of Kubeflow, you can’t run experiments in the Kubeflow namespace. Run the following commands to launch an experiment using Kubeflow’s PyTorch training job operator, PyTorchJob:

1. Download pytorchjob-mnist.yaml:

   curl https://raw.githubusercontent.com/kubeflow/katib/master/examples/v1beta1/kubeflow-training-operator/pytorchjob-mnist.yaml --output pytorchjob-mnist.yaml
   

2. Edit pytorchjob-mnist.yaml and change the following line to use your Kubeflow user profile namespace (e.g. kubeflow-user-example-com):

   namespace: kubeflow
   

3. (Optional) Note: Katib’s experiments don’t work with Istio sidecar injection. If you are using Kubeflow with Istio, you have to disable sidecar injection. To do that, specify this annotation: sidecar.istio.io/inject: "false" in your experiment’s trial template. For the provided PyTorchJob example setting the annotation should be similar to TFJob

4. Deploy the example:

   kubectl apply -f pytorchjob-mnist.yaml
   

5. You can check the status of the experiment:

   kubectl -n kubeflow-user-example-com describe experiment pytorchjob-mnist
   

Follow the steps as described for the random search algorithm example above to get the results of the experiment in the Katib UI.

Cleaning up

To remove Katib from your Kubernetes cluster run:

kubectl delete -k "github.com/kubeflow/katib.git/manifests/v1beta1/installs/katib-standalone?ref=master"

Next steps

• Learn how to configure and run your Katib experiments.

• Learn to configure your trial templates.

• Check the Katib Configuration (Katib config).

• How to set up environment variables for each Katib component.