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RUNBOOK.md
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RUNBOOK.md
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# K8s Cluster Runbook — Build From Scratch
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## Architecture
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```
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Client machine (192.168.1.39)
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├── Terraform → Proxmox API → provision VMs
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└── Ansible → SSH → configure k8s
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Proxmox cluster
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├── proxmox (node 1)
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├── proxmox02 (node 2)
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└── proxmox03 (node 3, 192.168.1.18) ← all VMs here
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VMs (CentOS Stream 10, cloud-init)
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├── master01 192.168.1.31 2 vCPU 8GB RAM 100GB disk
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├── worker01 192.168.1.35 2 vCPU 12GB RAM 100GB disk
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├── worker02 192.168.1.36 2 vCPU 12GB RAM 100GB disk
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└── worker03 192.168.1.37 2 vCPU 12GB RAM 100GB disk
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Storage: xpen (NFS NAS) — all VM disks
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local — cloud image download + cloud-init drive
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Pool: IaC
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```
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---
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## Phase 1 — Client machine setup
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### 1.1 Install tools
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```bash
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# Terraform
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yum install -y yum-utils
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yum-config-manager --add-repo https://rpm.releases.hashicorp.com/RHEL/hashicorp.repo
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yum install -y terraform
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terraform version
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# Ansible
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pip3 install ansible
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# or: dnf install ansible
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# Git
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yum install -y git
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```
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### 1.2 Clone repo
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```bash
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git clone <your-gitea-repo-url> ~/k8s
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cd ~/k8s
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```
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### 1.3 Set up Terraform credentials
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```bash
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cp cluster-init/terraform/.env.example cluster-init/terraform/.env
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# edit cluster-init/terraform/.env — fill in endpoint + token
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```
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`cluster-init/terraform/.env` is gitignored — never commit it.
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### 1.4 Generate SSH keypair for VM access
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> Skip if `cluster-init/terraform/k8s_terraform` already exists.
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```bash
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ssh-keygen -t ed25519 -f ~/k8s/cluster-init/terraform/k8s_terraform -N "" -C "terraform-k8s"
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```
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Private key: `cluster-init/terraform/k8s_terraform` (gitignored — do not commit)
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Public key: `cluster-init/terraform/k8s_terraform.pub` (gitignored — injected into VMs via cloud-init)
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---
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## Phase 2 — Proxmox preparation
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### 2.1 Enable local storage content types
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**Proxmox UI → Datacenter → Storage → local → Edit → Content**
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Enable:
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- `Disk image (import)` — for cloud image download via Terraform
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- `Snippets` — for cloud-init drive
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### 2.2 Create Terraform user, role, token
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SSH into any Proxmox node as root:
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```bash
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# Create role
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pveum role add TerraformRole --privs \
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"VM.Allocate,VM.Clone,VM.Config.Disk,VM.Config.CPU,\
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VM.Config.Memory,VM.Config.Network,VM.Config.Options,\
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VM.Config.CloudInit,VM.Config.CDROM,VM.PowerMgmt,VM.Audit,\
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Datastore.AllocateSpace,Datastore.AllocateTemplate,\
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Datastore.Allocate,Datastore.Audit,Sys.Audit,Sys.Modify,\
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Pool.Allocate,SDN.Use"
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# Create user + token — SAVE the secret, shown only once
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pveum user add terraform@pve --comment "Terraform IaC"
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pveum user token add terraform@pve terraform --privsep 0
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# ACLs
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pveum acl modify /nodes --user terraform@pve --role TerraformRole
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pveum acl modify /nodes/proxmox03 --user terraform@pve --role TerraformRole
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pveum acl modify /storage/local --user terraform@pve --role TerraformRole
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pveum acl modify /storage/xpen --user terraform@pve --role TerraformRole
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pveum acl modify /pool/IaC --user terraform@pve --role TerraformRole
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pveum acl modify /sdn/zones/localnetwork/vmbr0 --user terraform@pve --role TerraformRole
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# Required for proxmox_download_file — Sys.Audit + Sys.Modify must be at root
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pveum role add SysDownloadRole --privs "Sys.Audit,Sys.Modify"
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pveum acl modify / --user terraform@pve --role SysDownloadRole
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# SDN — token needs explicit ACL (separate from user ACL)
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pveum acl modify /sdn/zones/localnetwork/vmbr0 \
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--token terraform@pve!terraform --role TerraformRole
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```
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Update `cluster-init/terraform/.env` with the token secret.
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---
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## Phase 3 — Provision VMs with Terraform
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### 3.1 Init
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```bash
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cd ~/k8s/cluster-init/terraform
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source .env
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terraform init
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```
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### 3.2 Plan
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```bash
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source .env
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terraform plan
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```
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Expected: 5 resources to create
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- `proxmox_download_file.centos10`
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- `proxmox_virtual_environment_vm.master`
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- `proxmox_virtual_environment_vm.workers["worker01"]`
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- `proxmox_virtual_environment_vm.workers["worker02"]`
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- `proxmox_virtual_environment_vm.workers["worker03"]`
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### 3.3 Apply
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```bash
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terraform apply -parallelism=1
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```
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> Must use `-parallelism=1` — parallel disk clones to xpen NFS cause storage lock timeout.
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Takes ~10-15 min (cloud image download ~1 min + 4 VMs × ~3 min each).
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### 3.4 Post-apply state sync
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After first apply, run once to sync pool membership state:
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```bash
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terraform apply -refresh-only
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```
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Type `yes`. Then verify no further changes:
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```bash
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terraform plan
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```
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### 3.5 Verify VMs
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```bash
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ssh -i cluster-init/terraform/k8s_terraform cloud-user@192.168.1.31
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hostname # master01
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free -h # Swap: 0 (disabled by cloud-init)
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```
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---
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## Phase 4 — Configure k8s with Ansible
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> Playbooks in `cluster-init/ansible/`
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### 4.1 Run all playbooks
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```bash
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cd ~/k8s/cluster-init/ansible
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# All nodes — OS prerequisites (swap, kernel modules, sysctl)
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ansible-playbook -i inventory.ini playbooks/01-common.yml
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# All nodes — /etc/hosts (nodes know each other by hostname)
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ansible-playbook -i inventory.ini playbooks/02-hosts.yml
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# All nodes — container runtime (containerd)
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ansible-playbook -i inventory.ini playbooks/03-containerd.yml
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# All nodes — kubeadm/kubelet/kubectl
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ansible-playbook -i inventory.ini playbooks/04-kube-tools.yml
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# master01 only — init cluster + CNI
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ansible-playbook -i inventory.ini playbooks/05-master-init.yml
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# worker01/02/03 — join cluster
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ansible-playbook -i inventory.ini playbooks/06-worker-join.yml
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```
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### 4.2 Verify cluster (from master01)
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```bash
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ssh -i ../terraform/k8s_terraform cloud-user@192.168.1.31
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kubectl get nodes
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```
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All 4 nodes should be `Ready`.
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---
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## Phase 5 — kubectl from client machine (192.168.1.39)
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### 5.1 Install kubectl
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```bash
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# Match the cluster version (1.32)
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curl -LO "https://dl.k8s.io/release/v1.32.0/bin/linux/amd64/kubectl"
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chmod +x kubectl
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sudo mv kubectl /usr/local/bin/kubectl
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kubectl version --client
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```
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### 5.2 Copy kubeconfig from master01
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```bash
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mkdir -p ~/.kube
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scp -i ~/k8s/cluster-init/terraform/k8s_terraform \
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cloud-user@192.168.1.31:/home/cloud-user/.kube/config \
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~/.kube/config
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```
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### 5.3 Add cluster nodes to client /etc/hosts
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```bash
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sudo tee -a /etc/hosts <<'EOF'
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# k8s cluster nodes
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192.168.1.31 master01
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192.168.1.35 worker01
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192.168.1.36 worker02
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192.168.1.37 worker03
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EOF
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```
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### 5.4 Verify
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```bash
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kubectl get nodes
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kubectl get pods -A
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```
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---
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## Teardown
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```bash
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cd ~/k8s/cluster-init/terraform
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source .env
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terraform destroy -parallelism=1
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```
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Destroys all 4 VMs + cloud image file. Re-run Phase 3 to rebuild from scratch.
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---
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## SSH access
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```bash
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ssh -i ~/k8s/cluster-init/terraform/k8s_terraform cloud-user@192.168.1.31 # master01
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ssh -i ~/k8s/cluster-init/terraform/k8s_terraform cloud-user@192.168.1.35 # worker01
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ssh -i ~/k8s/cluster-init/terraform/k8s_terraform cloud-user@192.168.1.36 # worker02
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ssh -i ~/k8s/cluster-init/terraform/k8s_terraform cloud-user@192.168.1.37 # worker03
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```
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Or add to `~/.ssh/config`:
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```
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Host master01
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HostName 192.168.1.31
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User cloud-user
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IdentityFile ~/k8s/cluster-init/terraform/k8s_terraform
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Host worker01
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HostName 192.168.1.35
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User cloud-user
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IdentityFile ~/k8s/cluster-init/terraform/k8s_terraform
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Host worker02
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HostName 192.168.1.36
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User cloud-user
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IdentityFile ~/k8s/cluster-init/terraform/k8s_terraform
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Host worker03
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HostName 192.168.1.37
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User cloud-user
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IdentityFile ~/k8s/cluster-init/terraform/k8s_terraform
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```
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Then: `ssh master01`, `ssh worker01`, etc.
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---
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## File reference
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```
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k8s/cluster-init/
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├── RUNBOOK.md
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├── terraform/
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│ ├── .env # Terraform credentials (gitignored)
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│ ├── .env.example # template — safe to commit
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│ ├── main.tf # provider config
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│ ├── variables.tf # input variables
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│ ├── terraform.tfvars # non-secret defaults
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│ ├── cloud_image.tf # CentOS Stream 10 cloud image download
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│ ├── vms.tf # master01 + worker01/02/03
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│ ├── outputs.tf # IPs + SSH command
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│ ├── k8s_terraform # SSH private key (gitignored)
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│ ├── k8s_terraform.pub # SSH public key (gitignored)
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│ └── .gitignore
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└── ansible/
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├── inventory.ini
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├── ansible.cfg
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└── playbooks/
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├── 01-common.yml
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├── 02-hosts.yml
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├── 03-containerd.yml
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├── 04-kube-tools.yml
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├── 05-master-init.yml
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└── 06-worker-join.yml
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```
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