Scaling-Snakes!

This is my IaC repo for my home operations on Kubernetes!

💻 Machine Preparation

System requirements

Important

1. The default behaviour of k3s is that all nodes are able to run workloads, including control nodes. Worker nodes are therefore optional.
2. Do you have 3 or more nodes? It is strongly recommended to make 3 of them control nodes for a highly available control plane.
3. Running the cluster on Proxmox VE? My thoughts and recommendations about that are documented here.

Role	Cores	Memory	System Disk
Control	4 (6*)	8GB (24GB*)	100GB (500GB*) SSD/NVMe
Worker	4 (6*)	8GB (24GB*)	100GB (500GB*) SSD/NVMe
* recommended

Debian for AMD64

1. Download the latest stable release of Debian from here, then follow this guide to get it installed. Deviations from the guide:

   Choose "Guided - use entire disk"
   Choose "All files in one partition"
   Delete Swap partition
   Uncheck all Debian desktop environment options

2. [Post install] Remove CD/DVD as apt source

   su -
   sed -i '/deb cdrom/d' /etc/apt/sources.list
   apt update
   exit

3. [Post install] Enable sudo for your non-root user

   su -
   apt update
   apt install -y sudo
   usermod -aG sudo ${username}
   echo "${username} ALL=(ALL) NOPASSWD:ALL" | tee /etc/sudoers.d/${username}
   exit
   newgrp sudo
   sudo apt update

4. [Post install] Add SSH keys (or use ssh-copy-id on the client that is connecting)

   📍 First make sure your ssh keys are up-to-date and added to your github account as instructed.

   mkdir -m 700 ~/.ssh
   sudo apt install -y curl
   curl https://github.com/${github_username}.keys > ~/.ssh/authorized_keys
   chmod 600 ~/.ssh/authorized_keys

Debian for RasPi4

Caution

1. It is recommended to have an 8GB RasPi model. Most important is to boot from an external SSD/NVMe rather than an SD card. This is supported natively, however if you have an early model you may need to update the bootloader first.
2. Check the power requirements if using a PoE Hat and a SSD/NVMe dongle.

1. Download the latest stable release of Debian from here. Do not use Raspbian or DietPi or any other flavor Linux OS.

2. Flash the image onto an SSD/NVMe drive.

3. Re-mount the drive to your workstation and then do the following (per the official documentation):

   Open 'sysconf.txt' in a text editor and save it upon updating the information below
     - Change 'root_authorized_key' to your desired public SSH key
     - Change 'root_pw' to your desired root password
     - Change 'hostname' to your desired hostname

4. Connect SSD/NVMe drive to the Raspberry Pi 4 and power it on.

5. [Post install] SSH into the device with the root user and then create a normal user account with adduser ${username}

6. [Post install] Follow steps 3 and 4 from Debian for AMD64.

7. [Post install] Install python3 which is needed by Ansible.

   sudo apt install -y python3

🚀 Getting Started

Once you have installed Debian on your nodes, there are six stages to getting a Flux-managed cluster up and runnning.

Caution

For all stages below the commands MUST be ran on your personal workstation within your repository directory

🎉 Stage 1: Create a Git repository

1. Create a new public repository by clicking the big green "Use this template" button at the top of this page.

2. Clone your new repo to you local workstation and cd into it.

🌱 Stage 2: Setup your local workstation environment

1. Install the most recent version of task, see the task installation docs for other supported platforms.

   # Brew
   brew install go-task

2. Install the most recent version of direnv, see the direnv installation docs for other supported platforms.

   📍 After installing direnv be sure to hook it into your shell and after that is done run direnv allow while in your repos' directory.

   # Brew
   brew install direnv

3. Setup a Python virual env and install Ansible by running the following task command.

   📍 This commands requires Python 3.10+ to be installed

   # Platform agnostic
   task deps

4. Install the required tools: age, flux, cloudflared, kubectl, sops

   📍 Not using brew? Make sure to look up how to install the latest version of each of these CLI tools yourself.

   # Brew
   task brew:deps

🔧 Stage 3: Do bootstrap configuration

📍 Both bootstrap/vars/config.yaml and bootstrap/vars/addons.yaml files contain necessary information that is vital to the bootstrap process.

1. Generate the bootstrap/vars/config.yaml and bootstrap/vars/addons.yaml configuration files.

   task init

2. Setup Age private / public key

   📍 Using SOPS with Age allows us to encrypt secrets and use them in Ansible and Flux.

   2a. Create a Age private / public key (this file is gitignored)

   age-keygen -o age.key

   2b. Fill out the appropriate vars in bootstrap/vars/config.yaml

3. Create Cloudflare API Token

   📍 To use cert-manager with the Cloudflare DNS challenge you will need to create a API Token.

   3a. Head over to Cloudflare and create a API Token by going here.

   3b. Under the API Tokens section click the blue Create Token button.

   3c. Click the blue Use template button for the Edit zone DNS template.

   3d. Name your token something like home-kubernetes

   3e. Under Permissions, click + Add More and add each permission below:

   Zone - DNS - Edit
   Account - Cloudflare Tunnel - Read
   

   3f. Limit the permissions to a specific account and zone resources.

   3g. Fill out the appropriate vars in bootstrap/vars/config.yaml

4. Create Cloudflare Tunnel

   📍 To expose services to the internet you will need to create a Cloudflare Tunnel.

   4a. Authenticate cloudflared to your domain

   cloudflared tunnel login

   4b. Create the tunnel

   cloudflared tunnel create k8s

   4c. In the ~/.cloudflared directory there will be a json file with details you need. Ignore the cert.pem file.

   4d. Fill out the appropriate vars in bootstrap/vars/config.yaml

5. Complete filling out the rest of the bootstrap/vars/config.yaml configuration file.

   5a. Ensure bootstrap_acme_production_enabled is set to false.

   5b. [Optional] Update bootstrap/vars/addons.yaml and enable applications you would like included.

6. Once done run the following command which will verify and generate all the files needed to continue.

   task configure

Important

The configure task will create a ./ansible directory and the following directories under ./kubernetes.

📁 kubernetes      # Kubernetes cluster defined as code
├─📁 bootstrap     # Flux installation (not tracked by Flux)
├─📁 flux          # Main Flux configuration of repository
└─📁 apps          # Apps deployed into the cluster grouped by namespace

⚡ Stage 4: Prepare your nodes for k3s

📍 Here we will be running an Ansible playbook to prepare your nodes for running a Kubernetes cluster.

1. Ensure you are able to SSH into your nodes from your workstation using a private SSH key without a passphrase (for example using a SSH agent). This lets Ansible interact with your nodes.

2. Verify Ansible can view your config

   task ansible:list

3. Verify Ansible can ping your nodes

   task ansible:ping

4. Run the Ansible prepare playbook (nodes wil reboot when done)

   task ansible:prepare

⛵ Stage 5: Use Ansible to install k3s

📍 Here we will be running a Ansible Playbook to install k3s with this Ansible galaxy role. If you run into problems, you can run task ansible:nuke to destroy the k3s cluster and start over from this point.

1. Verify Ansible can view your config

   task ansible:list

2. Verify Ansible can ping your nodes

   task ansible:ping

3. Install k3s with Ansible

   task ansible:install

4. Verify the nodes are online

   📍 If this command fails you likely haven't configured direnv as mentioned previously in the guide.

   kubectl get nodes -o wide
   # NAME           STATUS   ROLES                       AGE     VERSION
   # k8s-0          Ready    control-plane,etcd,master   1h      v1.27.3+k3s1
   # k8s-1          Ready    worker                      1h      v1.27.3+k3s1

5. The kubeconfig for interacting with your cluster should have been created in the root of your repository.

🔹 Stage 6: Install Flux in your cluster

📍 Here we will be installing flux after some quick bootstrap steps.

1. Verify Flux can be installed

   flux check --pre
   # ► checking prerequisites
   # ✔ kubectl 1.27.3 >=1.18.0-0
   # ✔ Kubernetes 1.27.3+k3s1 >=1.16.0-0
   # ✔ prerequisites checks passed

2. Push you changes to git

   📍 Verify all the *.sops.yaml and *.sops.yaml files under the ./ansible, and ./kubernetes directories are encrypted with SOPS

   git add -A
   git commit -m "Initial commit :rocket:"
   git push

3. Install Flux and sync the cluster to the Git repository

   task cluster:install
   # namespace/flux-system configured
   # customresourcedefinition.apiextensions.k8s.io/alerts.notification.toolkit.fluxcd.io created
   # ...

4. Verify Flux components are running in the cluster

   kubectl -n flux-system get pods -o wide
   # NAME                                       READY   STATUS    RESTARTS   AGE
   # helm-controller-5bbd94c75-89sb4            1/1     Running   0          1h
   # kustomize-controller-7b67b6b77d-nqc67      1/1     Running   0          1h
   # notification-controller-7c46575844-k4bvr   1/1     Running   0          1h
   # source-controller-7d6875bcb4-zqw9f         1/1     Running   0          1h

🎤 Verification Steps

Mic check, 1, 2 - In a few moments applications should be lighting up like Christmas in July 🎄

1. Output all the common resources in your cluster.

   📍 Feel free to use the provided cluster tasks for validation of cluster resources or continue to get familiar with the kubectl and flux CLI tools.

   task cluster:resources

2. ⚠️ It might take cert-manager awhile to generate certificates, this is normal so be patient.

3. 🏆 Congratulations if all goes smooth you will have a Kubernetes cluster managed by Flux and your Git repository is driving the state of your cluster.

4. 🧠 Now it's time to pause and go get some motel motor oil ☕ and admire you made it this far!

📣 Post installation

🌐 Public DNS

The external-dns application created in the networking namespace will handle creating public DNS records. By default, echo-server and the flux-webhook are the only subdomains reachable from the public internet. In order to make additional applications public you must set set the correct ingress class name and ingress annotations like in the HelmRelease for echo-server.

🏠 Home DNS

k8s_gateway will provide DNS resolution to external Kubernetes resources (i.e. points of entry to the cluster) from any device that uses your home DNS server. For this to work, your home DNS server must be configured to forward DNS queries for ${bootstrap_cloudflare_domain} to ${bootstrap_k8s_gateway_addr} instead of the upstream DNS server(s) it normally uses. This is a form of split DNS (aka split-horizon DNS / conditional forwarding).

Tip

Below is how to configure a Pi-hole for split DNS. Other platforms should be similar.

1. Apply this file on the server

# /etc/dnsmasq.d/99-k8s-gateway-forward.conf
server=/${bootstrap_cloudflare_domain}/${bootstrap_k8s_gateway_addr}

2. Restart dnsmasq on the server.
3. Query an internal-only subdomain from your workstation (any internal class ingresses): dig @${home-dns-server-ip} hubble.${bootstrap_cloudflare_domain}. It should resolve to ${bootstrap_internal_ingress_addr}.

If you're having trouble with DNS be sure to check out these two GitHub discussions: Internal DNS and Pod DNS resolution broken.

... Nothing working? That is expected, this is DNS after all!

📜 Certificates

By default this template will deploy a wildcard certificate using the Let's Encrypt staging environment, which prevents you from getting rate-limited by the Let's Encrypt production servers if your cluster doesn't deploy properly (for example due to a misconfiguration). Once you are sure you will keep the cluster up for more than a few hours be sure to switch to the production servers as outlined in config.yaml.

📍 You will need a production certificate to reach internet-exposed applications through cloudflared.

🪝 Github Webhook

By default Flux will periodically check your git repository for changes. In order to have Flux reconcile on git push you must configure Github to send push events.

1. Obtain the webhook path

   📍 Hook id and path should look like /hook/12ebd1e363c641dc3c2e430ecf3cee2b3c7a5ac9e1234506f6f5f3ce1230e123

   kubectl -n flux-system get receiver github-receiver -o jsonpath='{.status.webhookPath}'

2. Piece together the full URL with the webhook path appended

   https://flux-webhook.${bootstrap_cloudflare_domain}/hook/12ebd1e363c641dc3c2e430ecf3cee2b3c7a5ac9e1234506f6f5f3ce1230e123
   

3. Navigate to the settings of your repository on Github, under "Settings/Webhooks" press the "Add webhook" button. Fill in the webhook url and your bootstrap_flux_github_webhook_token secret and save.

🤖 Renovate

Renovate is a tool that automates dependency management. It is designed to scan your repository around the clock and open PRs for out-of-date dependencies it finds. Common dependencies it can discover are Helm charts, container images, GitHub Actions, Ansible roles... even Flux itself! Merging a PR will cause Flux to apply the update to your cluster.

To enable Renovate, click the 'Configure' button over at their Github app page and select your repository. Renovate creates a "Dependency Dashboard" as an issue in your repository, giving an overview of the status of all updates. The dashboard has interactive checkboxes that let you do things like advance scheduling or reattempt update PRs you closed without merging.

The base Renovate configuration in your repository can be viewed at .github/renovate.json5. By default it is scheduled to be active with PRs every weekend, but you can change the schedule to anything you want, or remove it if you want Renovate to open PRs right away.