PVC aims to be easy to deploy, letting you get on with managing your cluster in just a few hours at most. Once initial setup is complete, the cluster is managed via the clients, though the Ansible framework is used to add, remove, or modify nodes as required.
This guide will walk you through setting up a simple 3-node PVC cluster from scratch, ending with a fully-usable cluster ready to provision virtual machines. Note that all domains, IP addresses, etc. used are examples - when following this guide, be sure to modify the commands and configurations to suit your needs.
0. Read through the [Cluster Architecture documentation](/cluster-architecture). This documentation details the requirements and conventions of a PVC cluster, and is important to understand before proceeding.
0. Leverage the `create-local-repo.sh` script in the `pvc-ansible` directory to set up a local cluster configuration directory; follow the instructions the script provides, as all future steps will be done inside your new local configuration directory.
0. Create an initial `hosts` inventory, using `hosts.default` in the `pvc-ansible` repo as a template. You can manage multiple PVC clusters ("sites") from the Ansible repository easily, however for simplicity you can use the simple name `cluster` for your initial site. Define the 3 hostnames you will use under the site group; usually the provided names of `pvchv1`, `pvchv2`, and `pvchv3` are sufficient, though you may use any hostname pattern you wish. It is *very important* that the names all contain a sequential number, however, as this is used by various components.
0. Create an initial set of `group_vars` for your cluster at `group_vars/<cluster>`, using the `group_vars/default` in the `pvc-ansible` repo as a template. Inside these group vars are two main files: `base.yml` and `pvc.yml`. These example files are well-documented; read them carefully and specify all required options before proceeding, and reference the [Ansible setup examples](https://github.com/parallelvirtualcluster/pvc-ansible) for more detailed descriptions of the options.
*`base.yml` configures the `base` role and some common per-cluster configurations such as an upstream domain, a root password, a set of administrative users, various hardware configuration items, as well as and most importantly, the basic network configuration of the nodes. Make special note of the various items that must be generated such as passwords; these should all be cluster-unique.
*`pvc.yml` configures the `pvc` role, including all the dependent software and PVC itself. Important to note is the `pvc_nodes` list, which contains a list of all the nodes as well as per-node configurations for each. All nodes must be a part of this list.
0. In the `pvc-installer` directory, run the `buildiso.sh` script to generate an installer ISO. This script requires `debootstrap`, `isolinux`, and `xorriso` to function. The resulting file will, by default, be named `pvc-installer_<date>.iso` in the current directory. For additional options, use the `-h` flag to show help information for the script.
0. Prepare 3 physical servers with IPMI. The servers should match the specifications and requirements outlined in the [Cluster Architecture documentation](/cluster-architecture). Connect their networking based on the configuration set in the `base.yml` group vars file for your cluster.
0. Follow the prompts from the installer ISO. It will ask for a hostname, the system disk device to use, the initial network interface to configure as well as vLANs and either DHCP or static IP information, and finally either an HTTP URL containing an SSH `authorized_keys` to use for the `deploy` user, or a password for this user if key auth is unavailable.
0. At the end of the install process, follow the prompts carefully; it is usually prudent to pre-see the `/etc/network/interfaces` configuration based on your expected final physical network config (e.g. set up bonding, etc.) before proceeding, especially if you use DHCP, as the bonding configuration applied later could affect the address. The `chroot` is likely unneeded unless you have good reason to edit the system in this way.
0. Make note of the (temporary and insecure!) root password set by the installer; you may need it to troubleshoot the system if it does not come up properly. This will be overwritten later in the setup process.
0. Press "Enter" to reboot the system and confirm it is reachable.
0. Make note of the IP addresses of all 3 initial nodes, and configure DNS, `/etc/hosts`, or Ansible `ansible_host=` hostvars to map these IP addresses to the hostnames set in the Ansible `hosts` and `group_vars` files.
0. Verify connectivity from your administrative host to the 3 initial nodes, including SSH access as the `deploy` user. Accept their host keys as required before proceeding as Ansible does not like those prompts. If you did not configure SSH key auth during the PVC installer process, configure it now, as it greatly simplifies Ansible configuration.
0. Perform the initial bootstrap. From your local configuration repository directory, execute the following `ansible-playbook` command, replacing `<cluster_name>` with the Ansible group name from the `hosts` file. Make special note of the additional `bootstrap=yes` variable, which tells the playbook that this is an initial bootstrap run.
**WARNING:** Never run this playbook with the `-e bootstrap=yes` option against an active, already-bootstrapped cluster. This will have **disastrous consequences** including the **loss of all data** in the Ceph system as well as any configured networks, VMs, etc.
0. Wait for the Ansible playbook run to finish. Once completed, the cluster bootstrap will be finished, and all 3 nodes will have rebooted into a working PVC cluster. If any errors occur, carefully evaluate them and re-run the playbook (with `-o bootstrap=yes` - your cluster is not active yet!) as required.
0. Download and install the CLI client package (`pvc-client-cli.deb`) on your administrative host, and add and verify connectivity to the cluster; this will also verify that the API is working. You will need to know the cluster upstream floating IP address you configured in the `networks` section of the `base.yml` playbook, and if you configured SSL or authentication for the API in your `group_vars`, adjust the first command as needed (see `pvc cluster add -h` for details). A human-readable description can also be specified, which is useful if you manage multiple clusters and their names become unweildy.
`$ pvc cluster add -a <upstream_floating_ip> -d "My first PVC cluster" mycluster`
**Note:** It is fully possible to administer the cluster from the nodes themselves via SSH should you so choose, to avoid requiring the PVC client on your local machine.
0. Determine the Ceph OSD block devices on each host via an `ssh` shell. For instance, use `lsblk` or check `/dev/disk/by-path` to show the block devices by their physical SAS/SATA bus location, and obtain the relevant `/dev/sdX` name for each disk you wish to be a Ceph OSD on each host.
For example, if each node has two data disks, as `/dev/sdb` and `/dev/sdc`, run the commands as follows to add the first disk to each node, then the second disk to each node:
**NOTE:** On the CLI, the `--weight` argument is optional, and defaults to `1.0`. In the API, it must be specified explicitly, but the CLI sets a default value. OSD weights determine the relative amount of data which can fit onto each OSD. Under normal circumstances, you would want all OSDs to be of identical size, and hence all should have the same weight. If your OSDs are instead different sizes, the weight should be proportional to the size, e.g. `1.0` for a 100GB disk, `2.0` for a 200GB disk, etc. For more details, see the [Cluster Architecture](/cluster-architecture) and Ceph documentation.
**NOTE:** You can add OSDs in any order you wish, for instance you can add the first OSD to each node and then add the second to each node, or you can add all nodes' OSDs together at once like the example. This ordering does not affect the cluster in any way.
**NOTE:** Ceph placement groups are a complex topic; as a general rule it's easier to grow than shrink, so start small and grow as your cluster grows. The following are some good starting numbers for 3-node clusters, though the Ceph documentation and the [Ceph placement group calculator](https://ceph.com/pgcalc/) are advisable for anything more complex. There is a trade-off between CPU usage and the number of total PGs for all pools in the cluster, with more PGs meaning more CPU usage.
**NOTE:** As detailed in the [cluster architecture documentation](/cluster-architecture), you can also set a custom replica configuration for each pool if the default of 3 replica copies with 2 minimum copies is not acceptable. See `pvc storage pool add -h` or that document for full details.
0. Determine a domain name and IPv4, and/or IPv6 network for your first client network, and any other client networks you may wish to create. These networks must not overlap with the cluster networks. For full details on the client network types, see the [cluster architecture documentation](/cluster-architecture).
For example, to create the managed (EVPN VXLAN) network `100` with subnet `10.100.0.0/24`, gateway `.1` and DHCP from `.100` to `.199`, run the command as follows:
For another example, to create the static bridged (switch-configured, tagged VLAN, with no PVC management of IPs) network `200`, run the command as follows:
For next steps, see the [Provisioner manual](/manuals/provisioner) for details on how to use the PVC provisioner to create new Virtual Machines, as well as the [CLI manual](/manuals/cli) and [API manual](/manuals/api) for details on day-to-day usage of PVC.
