387 lines
16 KiB
Markdown
387 lines
16 KiB
Markdown
# Bare-Metal
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In this tutorial, we'll network boot and provision a Kubernetes v1.27.3 cluster on bare-metal with Flatcar Linux.
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First, we'll deploy a [Matchbox](https://github.com/poseidon/matchbox) service and setup a network boot environment. Then, we'll declare a Kubernetes cluster using the Typhoon Terraform module and power on machines. On PXE boot, machines will install Container Linux to disk, reboot into the disk install, and provision themselves as Kubernetes controllers or workers via Ignition.
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Controller hosts are provisioned to run an `etcd-member` peer and a `kubelet` service. Worker hosts run a `kubelet` service. Controller nodes run `kube-apiserver`, `kube-scheduler`, `kube-controller-manager`, and `coredns` while `kube-proxy` and `calico` (or `flannel`) run on every node. A generated `kubeconfig` provides `kubectl` access to the cluster.
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## Requirements
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* Machines with 2GB RAM, 30GB disk, PXE-enabled NIC, IPMI
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* PXE-enabled [network boot](https://coreos.com/matchbox/docs/latest/network-setup.html) environment (with HTTPS support)
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* Matchbox v0.6+ deployment with API enabled
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* Matchbox credentials `client.crt`, `client.key`, `ca.crt`
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* Terraform v0.13.0+
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## Machines
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Collect a MAC address from each machine. For machines with multiple PXE-enabled NICs, pick one of the MAC addresses. MAC addresses will be used to match machines to profiles during network boot.
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* 52:54:00:a1:9c:ae (node1)
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* 52:54:00:b2:2f:86 (node2)
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* 52:54:00:c3:61:77 (node3)
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Configure each machine to boot from the disk through IPMI or the BIOS menu.
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```
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ipmitool -H node1 -U USER -P PASS chassis bootdev disk options=persistent
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```
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During provisioning, you'll explicitly set the boot device to `pxe` for the next boot only. Machines will install (overwrite) the operating system to disk on PXE boot and reboot into the disk install.
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!!! tip ""
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Ask your hardware vendor to provide MACs and preconfigure IPMI, if possible. With it, you can rack new servers, `terraform apply` with new info, and power on machines that network boot and provision into clusters.
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## DNS
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Create a DNS A (or AAAA) record for each node's default interface. Create a record that resolves to each controller node (or re-use the node record if there's one controller).
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* node1.example.com (node1)
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* node2.example.com (node2)
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* node3.example.com (node3)
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* myk8s.example.com (node1)
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Cluster nodes will be configured to refer to the control plane and themselves by these fully qualified names and they'll be used in generated TLS certificates.
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## Matchbox
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Matchbox is an open-source app that matches network-booted bare-metal machines (based on labels like MAC, UUID, etc.) to profiles to automate cluster provisioning.
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Install Matchbox on a Kubernetes cluster or dedicated server.
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* Installing on [Kubernetes](https://coreos.com/matchbox/docs/latest/deployment.html#kubernetes) (recommended)
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* Installing on a [server](https://coreos.com/matchbox/docs/latest/deployment.html#download)
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!!! tip
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Deploy Matchbox as service that can be accessed by all of your bare-metal machines globally. This provides a single endpoint to use Terraform to manage bare-metal clusters at different sites. Typhoon will never include secrets in provisioning user-data so you may even deploy matchbox publicly.
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Matchbox provides a TLS client-authenticated API that clients, like Terraform, can use to manage machine matching and profiles. Think of it like a cloud provider API, but for creating bare-metal instances.
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[Generate TLS](https://coreos.com/matchbox/docs/latest/deployment.html#generate-tls-certificates) client credentials. Save the `ca.crt`, `client.crt`, and `client.key` where they can be referenced in Terraform configs.
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```sh
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mv ca.crt client.crt client.key ~/.config/matchbox/
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```
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Verify the matchbox read-only HTTP endpoints are accessible (port is configurable).
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```sh
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$ curl http://matchbox.example.com:8080
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matchbox
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```
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Verify your TLS client certificate and key can be used to access the Matchbox API (port is configurable).
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```sh
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$ openssl s_client -connect matchbox.example.com:8081 \
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-CAfile ~/.config/matchbox/ca.crt \
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-cert ~/.config/matchbox/client.crt \
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-key ~/.config/matchbox/client.key
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```
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## PXE Environment
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Create an iPXE-enabled network boot environment. Configure PXE clients to chainload [iPXE](http://ipxe.org/cmd) firmware compiled to support [HTTPS downloads](https://ipxe.org/crypto). Instruct iPXE clients to chainload from your Matchbox service's `/boot.ipxe` endpoint.
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For networks already supporting iPXE clients, you can add a `default.ipxe` config.
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```ini
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# /var/www/html/ipxe/default.ipxe
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chain http://matchbox.foo:8080/boot.ipxe
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```
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For networks with Ubiquiti Routers, you can [configure the router](/topics/hardware/#ubiquiti) itself to chainload machines to iPXE and Matchbox.
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Read about the [many ways](https://coreos.com/matchbox/docs/latest/network-setup.html) to setup a compliant iPXE-enabled network. There is quite a bit of flexibility:
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* Continue using existing DHCP, TFTP, or DNS services
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* Configure specific machines, subnets, or architectures to chainload from Matchbox
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* Place Matchbox behind a menu entry (timeout and default to Matchbox)
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!!! note ""
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TFTP chainloading to modern boot firmware, like iPXE, avoids issues with old NICs and allows faster transfer protocols like HTTP to be used.
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!!! warning
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Compile iPXE from [source](https://github.com/ipxe/ipxe) with support for [HTTPS downloads](https://ipxe.org/crypto). iPXE's pre-built firmware binaries do not enable this. If you cannot enable HTTPS downloads, set `download_protocol = "http"` (discouraged).
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## Terraform Setup
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Install [Terraform](https://www.terraform.io/downloads.html) v0.13.0+ on your system.
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```sh
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$ terraform version
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Terraform v1.0.0
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```
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Read [concepts](/architecture/concepts/) to learn about Terraform, modules, and organizing resources. Change to your infrastructure repository (e.g. `infra`).
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```
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cd infra/clusters
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```
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## Provider
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Configure the Matchbox provider to use your Matchbox API endpoint and client certificate in a `providers.tf` file.
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```tf
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provider "matchbox" {
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endpoint = "matchbox.example.com:8081"
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client_cert = file("~/.config/matchbox/client.crt")
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client_key = file("~/.config/matchbox/client.key")
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ca = file("~/.config/matchbox/ca.crt")
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}
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provider "ct" {}
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terraform {
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required_providers {
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ct = {
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source = "poseidon/ct"
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version = "0.11.0"
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}
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matchbox = {
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source = "poseidon/matchbox"
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version = "0.5.2"
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}
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}
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}
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```
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## Cluster
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Define a Kubernetes cluster using the module `bare-metal/flatcar-linux/kubernetes`.
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```tf
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module "mercury" {
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source = "git::https://github.com/poseidon/typhoon//bare-metal/flatcar-linux/kubernetes?ref=v1.27.3"
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# bare-metal
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cluster_name = "mercury"
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matchbox_http_endpoint = "http://matchbox.example.com"
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os_channel = "flatcar-stable"
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os_version = "2345.3.1"
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# configuration
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k8s_domain_name = "node1.example.com"
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ssh_authorized_key = "ssh-rsa AAAAB3Nz..."
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# machines
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controllers = [{
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name = "node1"
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mac = "52:54:00:a1:9c:ae"
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domain = "node1.example.com"
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}]
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workers = [
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{
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name = "node2",
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mac = "52:54:00:b2:2f:86"
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domain = "node2.example.com"
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},
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{
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name = "node3",
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mac = "52:54:00:c3:61:77"
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domain = "node3.example.com"
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}
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]
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# set to http only if you cannot chainload to iPXE firmware with https support
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# download_protocol = "http"
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}
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```
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Workers with similar features can be defined inline using the `workers` field as shown above. It's also possible to define discrete workers that attach to the cluster. Discrete workers are more advanced, but more verbose.
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```tf
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module "mercury-node1" {
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source = "git::https://github.com/poseidon/typhoon//bare-metal/fedora-coreos/kubernetes/worker?ref=v1.27.3"
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# bare-metal
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cluster_name = "mercury"
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matchbox_http_endpoint = "http://matchbox.example.com"
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os_channel = "flatcar-stable"
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os_version = "2345.3.1"
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# configuration
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name = "node2"
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mac = "52:54:00:b2:2f:86"
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domain = "node2.example.com"
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kubeconfig = module.mercury.kubeconfig
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ssh_authorized_key = "ssh-rsa AAAAB3Nz..."
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# optional
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snippets = []
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node_labels = []
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node_tains = []
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install_disk = "/dev/vda"
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cached_install = false
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}
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...
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```
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Reference the [variables docs](#variables) or the [variables.tf](https://github.com/poseidon/typhoon/blob/master/bare-metal/flatcar-linux/kubernetes/variables.tf) source.
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## ssh-agent
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Initial bootstrapping requires `bootstrap.service` be started on one controller node. Terraform uses `ssh-agent` to automate this step. Add your SSH private key to `ssh-agent`.
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```sh
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ssh-add ~/.ssh/id_rsa
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ssh-add -L
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```
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## Apply
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Initialize the config directory if this is the first use with Terraform.
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```sh
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terraform init
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```
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Plan the resources to be created.
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```sh
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$ terraform plan
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Plan: 55 to add, 0 to change, 0 to destroy.
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```
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Apply the changes. Terraform will generate bootstrap assets and create Matchbox profiles (e.g. controller, worker) and matching rules via the Matchbox API.
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```sh
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$ terraform apply
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module.mercury.null_resource.copy-controller-secrets.0: Still creating... (10s elapsed)
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module.mercury.null_resource.copy-worker-secrets.0: Still creating... (10s elapsed)
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...
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```
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Apply will then loop until it can successfully copy credentials to each machine and start the one-time Kubernetes bootstrap service. Proceed to the next step while this loops.
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### Power
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Power on each machine with the boot device set to `pxe` for the next boot only.
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```sh
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ipmitool -H node1.example.com -U USER -P PASS chassis bootdev pxe
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ipmitool -H node1.example.com -U USER -P PASS power on
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```
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Machines will network boot, install Container Linux to disk, reboot into the disk install, and provision themselves as controllers or workers.
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!!! tip ""
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If this is the first test of your PXE-enabled network boot environment, watch the SOL console of a machine to spot any misconfigurations.
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### Bootstrap
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Wait for the `bootstrap` step to finish bootstrapping the Kubernetes control plane. This may take 5-15 minutes depending on your network.
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```
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module.mercury.null_resource.bootstrap: Still creating... (6m10s elapsed)
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module.mercury.null_resource.bootstrap: Still creating... (6m20s elapsed)
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module.mercury.null_resource.bootstrap: Still creating... (6m30s elapsed)
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module.mercury.null_resource.bootstrap: Still creating... (6m40s elapsed)
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module.mercury.null_resource.bootstrap: Creation complete (ID: 5441741360626669024)
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Apply complete! Resources: 55 added, 0 changed, 0 destroyed.
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```
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To watch the install to disk (until machines reboot from disk), SSH to port 2222.
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```
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# before v1.10.1
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$ ssh debug@node1.example.com
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# after v1.10.1
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$ ssh -p 2222 core@node1.example.com
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```
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To watch the bootstrap process in detail, SSH to the first controller and journal the logs.
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```
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$ ssh core@node1.example.com
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$ journalctl -f -u bootstrap
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The connection to the server cluster.example.com:6443 was refused - did you specify the right host or port?
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Waiting for static pod control plane
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...
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serviceaccount/calico-node unchanged
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systemd[1]: Started Kubernetes control plane.
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```
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## Verify
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[Install kubectl](https://kubernetes.io/docs/tasks/tools/install-kubectl/) on your system. Obtain the generated cluster `kubeconfig` from module outputs (e.g. write to a local file).
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```
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resource "local_file" "kubeconfig-mercury" {
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content = module.mercury.kubeconfig-admin
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filename = "/home/user/.kube/configs/mercury-config"
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}
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```
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List nodes in the cluster.
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```
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$ export KUBECONFIG=/home/user/.kube/configs/mercury-config
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$ kubectl get nodes
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NAME STATUS ROLES AGE VERSION
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node1.example.com Ready <none> 10m v1.27.3
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node2.example.com Ready <none> 10m v1.27.3
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node3.example.com Ready <none> 10m v1.27.3
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```
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List the pods.
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```
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$ kubectl get pods --all-namespaces
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NAMESPACE NAME READY STATUS RESTARTS AGE
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kube-system calico-node-6qp7f 2/2 Running 1 11m
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kube-system calico-node-gnjrm 2/2 Running 0 11m
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kube-system calico-node-llbgt 2/2 Running 0 11m
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kube-system coredns-1187388186-dj3pd 1/1 Running 0 11m
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kube-system coredns-1187388186-mx9rt 1/1 Running 0 11m
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kube-system kube-apiserver-node1.example.com 1/1 Running 0 11m
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kube-system kube-controller-node1.example.com 1/1 Running 1 11m
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kube-system kube-proxy-50sd4 1/1 Running 0 11m
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kube-system kube-proxy-bczhp 1/1 Running 0 11m
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kube-system kube-proxy-mp2fw 1/1 Running 0 11m
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kube-system kube-scheduler-node1.example.com 1/1 Running 0 11m
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```
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## Going Further
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Learn about [maintenance](/topics/maintenance/) and [addons](/addons/overview/).
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## Variables
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Check the [variables.tf](https://github.com/poseidon/typhoon/blob/master/bare-metal/flatcar-linux/kubernetes/variables.tf) source.
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### Required
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| Name | Description | Example |
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|:-----|:------------|:--------|
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| cluster_name | Unique cluster name | "mercury" |
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| matchbox_http_endpoint | Matchbox HTTP read-only endpoint | "http://matchbox.example.com:port" |
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| os_channel | Channel for a Container Linux derivative | flatcar-stable, flatcar-beta, flatcar-alpha |
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| os_version | Version for a Container Linux derivative to PXE and install | "2345.3.1" |
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| k8s_domain_name | FQDN resolving to the controller(s) nodes. Workers and kubectl will communicate with this endpoint | "myk8s.example.com" |
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| ssh_authorized_key | SSH public key for user 'core' | "ssh-rsa AAAAB3Nz..." |
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| controllers | List of controller machine detail objects (unique name, identifying MAC address, FQDN) | `[{name="node1", mac="52:54:00:a1:9c:ae", domain="node1.example.com"}]` |
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### Optional
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| Name | Description | Default | Example |
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|:-----|:------------|:--------|:--------|
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| workers | List of worker machine detail objects (unique name, identifying MAC address, FQDN) | [] | `[{name="node2", mac="52:54:00:b2:2f:86", domain="node2.example.com"}, {name="node3", mac="52:54:00:c3:61:77", domain="node3.example.com"}]` |
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| download_protocol | Protocol iPXE uses to download the kernel and initrd. iPXE must be compiled with [crypto](https://ipxe.org/crypto) support for https. Unused if cached_install is true | "https" | "http" |
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| cached_install | PXE boot and install from the Matchbox `/assets` cache. Admin MUST have downloaded Container Linux or Flatcar images into the cache | false | true |
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| install_disk | Disk device where Container Linux should be installed | "/dev/sda" | "/dev/sdb" |
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| networking | Choice of networking provider | "cilium" | "calico" or "cilium" or "flannel" |
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| network_mtu | CNI interface MTU (calico-only) | 1480 | - |
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| snippets | Map from machine names to lists of Container Linux Config snippets | {} | [examples](/advanced/customization/) |
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| network_ip_autodetection_method | Method to detect host IPv4 address (calico-only) | "first-found" | "can-reach=10.0.0.1" |
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| pod_cidr | CIDR IPv4 range to assign to Kubernetes pods | "10.2.0.0/16" | "10.22.0.0/16" |
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| service_cidr | CIDR IPv4 range to assign to Kubernetes services | "10.3.0.0/16" | "10.3.0.0/24" |
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| kernel_args | Additional kernel args to provide at PXE boot | [] | ["kvm-intel.nested=1"] |
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| worker_node_labels | Map from worker name to list of initial node labels | {} | {"node2" = ["role=special"]} |
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| worker_node_taints | Map from worker name to list of initial node taints | {} | {"node2" = ["role=special:NoSchedule"]} |
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| oem_type | An OEM type to install with `flatcar-install`. | "" | "vmware_raw" |
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