machine.md: clean up guide
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Johannes Kirschbauer 2024-04-07 14:32:23 +02:00
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# Managing NixOS Machines with Clan
Begin your journey in machine management by introducing a new machine into your Clan environment. Follow these streamlined steps to get started:
# TODO:
* clan facts generate
* clan machine check / build (CI is missing)
* TODO: How to join others people zerotier
* `services.zerotier.joinNetworks = [ "network-id" ]`
* Controler needs to approve over webinterface or cli
Integrating a new machine into your cLan environment is a very easy yet flexible process, allowing for the centralized management of multiple NixOS configurations.
The Guide below showcases how to introduce a new machine into an existing cLan setup.
## Installing a New Machine
@ -19,47 +11,75 @@ This process involves preparing a suitable hardware and disk partitioning config
### Prerequisites
- A running Linux system with SSH on the target machine is required. This is typically pre-configured for many server providers.
- For installations on physical hardware, create a NixOS installer image and transfer it to a bootable USB drive as described below.
- [x] A running Linux system with SSH on the target machine is required. This is typically pre-configured for many server providers.
- [x] For installations on physical hardware, create a NixOS installer image and transfer it to a bootable USB drive as described below.
## Creating a Bootable USB Drive on Linux
To create a bootable USB flash drive with the NixOS installer:
1. **Build the Installer Image**:
### Build the Installer Image
```shellSession
$ nix build git+https://git.clan.lol/clan/clan-core.git#install-iso
```
```bash
nix build git+https://git.clan.lol/clan/clan-core.git#install-iso
```
2. **Prepare the USB Flash Drive**:
### Prepare the USB Flash Drive
- Insert your USB flash drive into your computer.
- Identify your flash drive with `lsblk`. Look for the device with a matching size.
- Ensure all partitions on the drive are unmounted. Replace `sdX` in the command below with your device identifier (like `sdb`, etc.):
- Insert your USB flash drive into your computer.
- Identify your flash drive with `lsblk`. Look for the device with a matching size.
- Ensure all partitions on the drive are unmounted. Replace `sdX` in the command below with your device identifier (like `sdb`, etc.):
```shellSession
sudo umount /dev/sdX*
```
```bash
sudo umount /dev/sdX*
```
3. **Write the Image to the USB Drive**:
### Write the Image to the USB Drive
- Use the `dd` utility to write the NixOS installer image to your USB drive:
Use the `dd` utility to write the NixOS installer image to your USB drive:
```shellSession
sudo dd bs=4M conv=fsync oflag=direct status=progress if=./result/stick.raw of=/dev/sdX
```
```bash
sudo dd bs=4M conv=fsync oflag=direct status=progress if=./result/stick.raw of=/dev/sdX
```
4. **Boot and Connect**:
- After writing the installer to the USB drive, use it to boot the target machine.
- The installer will display an IP address and a root password, which you can use to connect via SSH.
In case your USB device is `sdb` use `of=/dev/sdb`
### Boot and Connect
After writing the installer to the USB drive, use it to boot the target machine.
> i.e. Plug it into the target machine and select the USB drive as a temporary boot device.
For most hardware you can find the Key-combination below:
- **Dell**: F12 (Boot Menu), F2/Del (BIOS Setup)
- **HP**: F9 (Boot Menu), Esc (Startup Menu)
- **Lenovo**: F12 (ThinkPad Boot Menu), F2/Fn+F2/Novo Button (IdeaPad Boot Menu/BIOS Setup)
- **Acer**: F12 (Boot Menu), F2/Del (BIOS Setup)
- **Asus**: F8/Esc (Boot Menu), F2/Del (BIOS Setup)
- **Toshiba**: F12/F2 (Boot Menu), Esc then F12 (Alternate Method)
- **Sony**: F11/Assist Button (Boot Menu/Recovery Options)
- **Samsung**: F2/F12/Esc (Boot Menu), F2 (BIOS Setup)
- **MSI**: F11 (Boot Menu), Del (BIOS Setup)
- **Apple**: Option (Alt) Key (Boot Menu for Mac)
- If your hardware was not listed read the manufacturers instructions how to enter the boot Menu/BIOS Setup.
**During Boot**
Select `NixOS` to boot into the clan installer
**After Booting**
The installer will display an IP address and a root password, which you can use to connect via SSH.
Alternatively you can also use the displayed QR code.
### Finishing the installation
With the target machine running Linux and accessible via SSH, execute the following command to install NixOS on the target machine, replacing `<target_host>` with the machine's hostname or IP address:
```shellSession
$ clan machines install my-machine <target_host>
```bash
clan machines install my-machine <target_host>
```
## Update Your Machines
@ -70,25 +90,25 @@ Clan CLI enables you to remotely update your machines over SSH. This requires se
Replace `host_or_ip` with the actual hostname or IP address of your target machine:
```shellSession
$ clan config --machine my-machine clan.networking.targetHost root@host_or_ip
```bash
clan config --machine my-machine clan.networking.targetHost root@host_or_ip
```
_Note: The use of `root@` in the target address implies SSH access as the root user.
Ensure that the root login is secured and only used when necessary._
> Note: The use of `root@` in the target address implies SSH access as the `root` user.
> Ensure that the root login is secured and only used when necessary.
### Updating Machine Configurations
Execute the following command to update the specified machine:
```shellSession
$ clan machines update my-machine
```bash
clan machines update my-machine
```
You can also update all configured machines simultaneously by omitting the machine name:
```shellSession
$ clan machines update
```bash
clan machines update
```
### Setting a Build Host
@ -97,8 +117,8 @@ If the machine does not have enough resources to run the NixOS evaluation or bui
it is also possible to specify a build host instead.
During an update, the cli will ssh into the build host and run `nixos-rebuild` from there.
```shellSession
$ clan config --machine my-machine clan.networking.buildHost root@host_or_ip
```bash
clan config --machine my-machine clan.networking.buildHost root@host_or_ip
```
### Excluding a machine from `clan machine update`
@ -106,9 +126,17 @@ $ clan config --machine my-machine clan.networking.buildHost root@host_or_ip
To exclude machines from beeing updated when running `clan machines update` without any machines specified,
one can set the `clan.deployment.requireExplicitUpdate` option to true:
```shellSession
$ clan config --machine my-machine clan.deployment.requireExplicitUpdate true
```bash
clan config --machine my-machine clan.deployment.requireExplicitUpdate true
```
This is useful for machines that are not always online or are not part of the regular update cycle.
---
# TODO:
* clan facts generate
* clan machine check / build (CI is missing)
* TODO: How to join others people zerotier
* `services.zerotier.joinNetworks = [ "network-id" ]`
* Controller needs to approve over webinterface or cli

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@ -7,6 +7,10 @@ let
self.nixosModules.installer
self.inputs.nixos-generators.nixosModules.all-formats
];
# Provide convenience for connecting to wifi
networking.networkmanager.enable = true;
networking.wireless.enable = false;
users.users.root.extraGroups = [ "networkmanager" ];
system.stateVersion = config.system.nixos.version;
nixpkgs.pkgs = self.inputs.nixpkgs.legacyPackages.x86_64-linux;