Initial commit
This commit is contained in:
Zhongwei Li
646
skills/proxmox-infrastructure/workflows/cluster-formation.md
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646
skills/proxmox-infrastructure/workflows/cluster-formation.md
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# Proxmox Cluster Formation Workflow
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Complete guide to forming a Proxmox VE cluster using Ansible automation with idempotent patterns.
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## Overview
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This workflow automates the creation of a Proxmox VE cluster with:
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- Hostname resolution configuration
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- SSH key distribution for cluster operations
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- Idempotent cluster initialization
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- Corosync network configuration
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- Quorum and health verification
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## Prerequisites
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Before forming a cluster:
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1. **All nodes must have:**
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- Proxmox VE 9.x installed
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- Network connectivity on management network
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- Dedicated corosync network configured (VLAN 9 for Matrix)
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- Unique hostnames
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- Synchronized time (NTP configured)
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2. **Minimum requirements:**
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- At least 3 nodes for quorum (production)
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- 1 node for development/testing (non-recommended)
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3. **Network requirements:**
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- All nodes must be able to resolve each other's hostnames
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- Corosync network must be isolated (no VM traffic)
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- Low latency between nodes (<2ms recommended)
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- MTU 1500 on management network
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## Phase 1: Prepare Cluster Nodes
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### Step 1: Verify Prerequisites
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```yaml
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# roles/proxmox_cluster/tasks/prerequisites.yml
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---
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- name: Check Proxmox VE is installed
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ansible.builtin.stat:
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path: /usr/bin/pvecm
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register: pvecm_binary
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failed_when: not pvecm_binary.stat.exists
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- name: Get Proxmox VE version
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ansible.builtin.command:
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cmd: pveversion
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register: pve_version
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changed_when: false
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- name: Verify minimum Proxmox VE version
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ansible.builtin.assert:
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that:
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- "'pve-manager/9' in pve_version.stdout or 'pve-manager/8' in pve_version.stdout"
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fail_msg: "Proxmox VE 8.x or 9.x required"
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- name: Verify minimum node count for production
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ansible.builtin.assert:
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that:
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- groups[cluster_group] | length >= 3
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fail_msg: "Production cluster requires at least 3 nodes for quorum"
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when: cluster_environment == 'production'
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- name: Check no existing cluster membership
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ansible.builtin.command:
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cmd: pvecm status
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register: existing_cluster
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failed_when: false
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changed_when: false
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- name: Display cluster warning if already member
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ansible.builtin.debug:
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msg: |
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WARNING: Node {{ inventory_hostname }} is already a cluster member.
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Current cluster: {{ existing_cluster.stdout }}
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This playbook will attempt to join the target cluster.
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when:
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- existing_cluster.rc == 0
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- cluster_name not in existing_cluster.stdout
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```
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### Step 2: Configure Hostname Resolution
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```yaml
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# roles/proxmox_cluster/tasks/hosts_config.yml
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---
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- name: Ensure cluster nodes in /etc/hosts (management IP)
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ansible.builtin.lineinfile:
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path: /etc/hosts
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regexp: "^{{ item.management_ip }}\\s+"
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line: "{{ item.management_ip }} {{ item.fqdn }} {{ item.short_name }}"
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state: present
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loop: "{{ cluster_nodes }}"
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loop_control:
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label: "{{ item.short_name }}"
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- name: Ensure corosync IPs in /etc/hosts
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ansible.builtin.lineinfile:
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path: /etc/hosts
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regexp: "^{{ item.corosync_ip }}\\s+"
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line: "{{ item.corosync_ip }} {{ item.short_name }}-corosync"
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state: present
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loop: "{{ cluster_nodes }}"
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loop_control:
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label: "{{ item.short_name }}"
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- name: Verify hostname resolution (forward)
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ansible.builtin.command:
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cmd: "getent hosts {{ item.fqdn }}"
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register: host_lookup
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failed_when: host_lookup.rc != 0
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changed_when: false
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loop: "{{ cluster_nodes }}"
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loop_control:
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label: "{{ item.fqdn }}"
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- name: Verify hostname resolution (reverse)
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ansible.builtin.command:
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cmd: "getent hosts {{ item.management_ip }}"
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register: reverse_lookup
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failed_when:
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- reverse_lookup.rc != 0
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changed_when: false
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loop: "{{ cluster_nodes }}"
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loop_control:
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label: "{{ item.management_ip }}"
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- name: Test corosync network connectivity
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ansible.builtin.command:
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cmd: "ping -c 3 -W 2 {{ item.corosync_ip }}"
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register: corosync_ping
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changed_when: false
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when: item.short_name != inventory_hostname_short
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loop: "{{ cluster_nodes }}"
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loop_control:
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label: "{{ item.short_name }}"
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```
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### Step 3: Distribute SSH Keys
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```yaml
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# roles/proxmox_cluster/tasks/ssh_keys.yml
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---
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- name: Generate SSH key for root (if not exists)
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ansible.builtin.user:
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name: root
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generate_ssh_key: true
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ssh_key_type: ed25519
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ssh_key_comment: "root@{{ inventory_hostname }}"
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register: root_ssh_key
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- name: Fetch public keys from all nodes
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ansible.builtin.slurp:
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src: /root/.ssh/id_ed25519.pub
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register: node_public_keys
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- name: Distribute SSH keys to all nodes
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ansible.posix.authorized_key:
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user: root
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state: present
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key: "{{ hostvars[item].node_public_keys.content | b64decode }}"
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comment: "cluster-{{ item }}"
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loop: "{{ groups[cluster_group] }}"
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when: item != inventory_hostname
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- name: Populate known_hosts with node SSH keys
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ansible.builtin.shell:
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cmd: "ssh-keyscan -H {{ item }} >> /root/.ssh/known_hosts"
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when: item != inventory_hostname
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loop: "{{ groups[cluster_group] }}"
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loop_control:
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label: "{{ item }}"
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changed_when: true
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- name: Test SSH connectivity to all nodes
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ansible.builtin.command:
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cmd: "ssh -o ConnectTimeout=5 {{ item }} hostname"
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register: ssh_test
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changed_when: false
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when: item != inventory_hostname
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loop: "{{ groups[cluster_group] }}"
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loop_control:
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label: "{{ item }}"
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```
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## Phase 2: Initialize Cluster
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### Step 4: Create Cluster (First Node Only)
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```yaml
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# roles/proxmox_cluster/tasks/cluster_init.yml
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---
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- name: Check existing cluster status
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ansible.builtin.command:
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cmd: pvecm status
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register: cluster_status
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failed_when: false
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changed_when: false
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- name: Get cluster nodes list
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ansible.builtin.command:
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cmd: pvecm nodes
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register: cluster_nodes_check
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failed_when: false
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changed_when: false
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- name: Set cluster facts
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ansible.builtin.set_fact:
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in_target_cluster: "{{ cluster_status.rc == 0 and cluster_name in cluster_status.stdout }}"
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- name: Create new cluster on first node
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ansible.builtin.command:
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cmd: "pvecm create {{ cluster_name }} --link0 {{ corosync_link0_address }}"
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when: not in_target_cluster
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register: cluster_create
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changed_when: cluster_create.rc == 0
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- name: Wait for cluster to initialize
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ansible.builtin.pause:
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seconds: 10
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when: cluster_create.changed
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- name: Verify cluster creation
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ansible.builtin.command:
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cmd: pvecm status
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register: cluster_verify
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changed_when: false
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failed_when: cluster_name not in cluster_verify.stdout
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- name: Display cluster status
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ansible.builtin.debug:
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var: cluster_verify.stdout_lines
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when: cluster_create.changed or ansible_verbosity > 0
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```
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### Step 5: Join Nodes to Cluster
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```yaml
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# roles/proxmox_cluster/tasks/cluster_join.yml
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---
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- name: Check if already in cluster
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ansible.builtin.command:
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cmd: pvecm status
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register: cluster_status
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failed_when: false
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changed_when: false
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- name: Set membership facts
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ansible.builtin.set_fact:
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is_cluster_member: "{{ cluster_status.rc == 0 }}"
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in_target_cluster: "{{ cluster_status.rc == 0 and cluster_name in cluster_status.stdout }}"
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- name: Get first node hostname
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ansible.builtin.set_fact:
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first_node_hostname: "{{ hostvars[groups[cluster_group][0]].inventory_hostname }}"
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- name: Join cluster
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ansible.builtin.command:
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cmd: >
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pvecm add {{ first_node_hostname }}
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--link0 {{ corosync_link0_address }}
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when:
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- not is_cluster_member or not in_target_cluster
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register: cluster_join
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changed_when: cluster_join.rc == 0
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failed_when:
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- cluster_join.rc != 0
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- "'already in a cluster' not in cluster_join.stderr"
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- name: Wait for node to join cluster
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ansible.builtin.pause:
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seconds: 10
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when: cluster_join.changed
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- name: Verify cluster membership
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ansible.builtin.command:
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cmd: pvecm status
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register: join_verify
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changed_when: false
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failed_when:
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- "'Quorate: Yes' not in join_verify.stdout"
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```
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## Phase 3: Configure Corosync
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### Step 6: Corosync Network Configuration
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```yaml
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# roles/proxmox_cluster/tasks/corosync.yml
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---
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- name: Get current corosync configuration
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ansible.builtin.slurp:
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src: /etc/pve/corosync.conf
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register: corosync_conf_current
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- name: Parse current corosync config
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ansible.builtin.set_fact:
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current_corosync: "{{ corosync_conf_current.content | b64decode }}"
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- name: Check if corosync config needs update
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ansible.builtin.set_fact:
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corosync_needs_update: "{{ corosync_network not in current_corosync }}"
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- name: Backup corosync.conf
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ansible.builtin.copy:
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src: /etc/pve/corosync.conf
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dest: "/etc/pve/corosync.conf.{{ ansible_date_time.epoch }}.bak"
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remote_src: true
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mode: '0640'
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when: corosync_needs_update
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delegate_to: "{{ groups[cluster_group][0] }}"
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run_once: true
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- name: Update corosync configuration
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ansible.builtin.template:
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src: corosync.conf.j2
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dest: /etc/pve/corosync.conf.new
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validate: corosync-cfgtool -c %s
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mode: '0640'
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when: corosync_needs_update
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delegate_to: "{{ groups[cluster_group][0] }}"
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run_once: true
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- name: Apply new corosync configuration
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ansible.builtin.copy:
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src: /etc/pve/corosync.conf.new
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dest: /etc/pve/corosync.conf
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remote_src: true
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mode: '0640'
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when: corosync_needs_update
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notify:
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- reload corosync
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delegate_to: "{{ groups[cluster_group][0] }}"
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run_once: true
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```
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**Corosync Template Example:**
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```jinja2
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# templates/corosync.conf.j2
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totem {
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version: 2
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cluster_name: {{ cluster_name }}
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transport: knet
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crypto_cipher: aes256
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crypto_hash: sha256
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interface {
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linknumber: 0
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knet_link_priority: 255
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}
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}
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nodelist {
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{% for node in cluster_nodes %}
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node {
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name: {{ node.short_name }}
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nodeid: {{ node.node_id }}
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quorum_votes: 1
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ring0_addr: {{ node.corosync_ip }}
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}
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{% endfor %}
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}
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quorum {
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provider: corosync_votequorum
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{% if cluster_nodes | length == 2 %}
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two_node: 1
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{% endif %}
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}
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logging {
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to_logfile: yes
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logfile: /var/log/corosync/corosync.log
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to_syslog: yes
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timestamp: on
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}
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```
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## Phase 4: Verify Cluster Health
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### Step 7: Health Checks
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```yaml
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# roles/proxmox_cluster/tasks/verify.yml
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---
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- name: Wait for cluster to stabilize
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ansible.builtin.pause:
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seconds: 15
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- name: Check cluster quorum
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ansible.builtin.command:
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cmd: pvecm status
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register: cluster_health
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changed_when: false
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failed_when: "'Quorate: Yes' not in cluster_health.stdout"
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||||
- name: Get cluster node count
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||||
ansible.builtin.command:
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cmd: pvecm nodes
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register: cluster_nodes_final
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changed_when: false
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||||
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- name: Verify expected node count
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ansible.builtin.assert:
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||||
that:
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- cluster_nodes_final.stdout_lines | length >= groups[cluster_group] | length
|
||||
fail_msg: "Expected {{ groups[cluster_group] | length }} nodes but found {{ cluster_nodes_final.stdout_lines | length }}"
|
||||
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||||
- name: Check corosync ring status
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||||
ansible.builtin.command:
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cmd: corosync-cfgtool -s
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register: corosync_status
|
||||
changed_when: false
|
||||
|
||||
- name: Verify all nodes in corosync
|
||||
ansible.builtin.assert:
|
||||
that:
|
||||
- "'online' in corosync_status.stdout"
|
||||
fail_msg: "Corosync ring issues detected"
|
||||
|
||||
- name: Get cluster configuration version
|
||||
ansible.builtin.command:
|
||||
cmd: corosync-cmapctl -b totem.config_version
|
||||
register: config_version
|
||||
changed_when: false
|
||||
|
||||
- name: Display cluster health summary
|
||||
ansible.builtin.debug:
|
||||
msg: |
|
||||
Cluster: {{ cluster_name }}
|
||||
Quorum: {{ 'Yes' if 'Quorate: Yes' in cluster_health.stdout else 'No' }}
|
||||
Nodes: {{ cluster_nodes_final.stdout_lines | length }}
|
||||
Config Version: {{ config_version.stdout }}
|
||||
```
|
||||
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||||
## Matrix Cluster Example Configuration
|
||||
|
||||
```yaml
|
||||
# group_vars/matrix_cluster.yml
|
||||
---
|
||||
cluster_name: "Matrix"
|
||||
cluster_group: "matrix_cluster"
|
||||
cluster_environment: "production"
|
||||
|
||||
# Corosync configuration
|
||||
corosync_network: "192.168.8.0/24" # VLAN 9
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||||
|
||||
# Node configuration
|
||||
cluster_nodes:
|
||||
- short_name: foxtrot
|
||||
fqdn: foxtrot.matrix.spaceships.work
|
||||
management_ip: 192.168.3.5
|
||||
corosync_ip: 192.168.8.5
|
||||
node_id: 1
|
||||
|
||||
- short_name: golf
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||||
fqdn: golf.matrix.spaceships.work
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||||
management_ip: 192.168.3.6
|
||||
corosync_ip: 192.168.8.6
|
||||
node_id: 2
|
||||
|
||||
- short_name: hotel
|
||||
fqdn: hotel.matrix.spaceships.work
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||||
management_ip: 192.168.3.7
|
||||
corosync_ip: 192.168.8.7
|
||||
node_id: 3
|
||||
|
||||
# Set per-node corosync address
|
||||
corosync_link0_address: "{{ cluster_nodes | selectattr('short_name', 'equalto', inventory_hostname_short) | map(attribute='corosync_ip') | first }}"
|
||||
```
|
||||
|
||||
## Complete Playbook Example
|
||||
|
||||
```yaml
|
||||
# playbooks/cluster-init.yml
|
||||
---
|
||||
- name: Initialize Proxmox Cluster
|
||||
hosts: "{{ cluster_group | default('matrix_cluster') }}"
|
||||
become: true
|
||||
serial: 1 # One node at a time for safety
|
||||
|
||||
pre_tasks:
|
||||
- name: Validate cluster group is defined
|
||||
ansible.builtin.assert:
|
||||
that:
|
||||
- cluster_group is defined
|
||||
- cluster_name is defined
|
||||
- cluster_nodes is defined
|
||||
fail_msg: "Required variables not defined in group_vars"
|
||||
|
||||
- name: Display cluster configuration
|
||||
ansible.builtin.debug:
|
||||
msg: |
|
||||
Forming cluster: {{ cluster_name }}
|
||||
Nodes: {{ cluster_nodes | map(attribute='short_name') | join(', ') }}
|
||||
Corosync network: {{ corosync_network }}
|
||||
run_once: true
|
||||
|
||||
tasks:
|
||||
- name: Verify prerequisites
|
||||
ansible.builtin.include_tasks: "{{ role_path }}/tasks/prerequisites.yml"
|
||||
|
||||
- name: Configure /etc/hosts
|
||||
ansible.builtin.include_tasks: "{{ role_path }}/tasks/hosts_config.yml"
|
||||
|
||||
- name: Distribute SSH keys
|
||||
ansible.builtin.include_tasks: "{{ role_path }}/tasks/ssh_keys.yml"
|
||||
|
||||
# First node creates cluster
|
||||
- name: Initialize cluster on first node
|
||||
ansible.builtin.include_tasks: "{{ role_path }}/tasks/cluster_init.yml"
|
||||
when: inventory_hostname == groups[cluster_group][0]
|
||||
|
||||
# Wait for first node
|
||||
- name: Wait for first node to complete
|
||||
ansible.builtin.pause:
|
||||
seconds: 20
|
||||
when: inventory_hostname != groups[cluster_group][0]
|
||||
|
||||
# Other nodes join
|
||||
- name: Join cluster on other nodes
|
||||
ansible.builtin.include_tasks: "{{ role_path }}/tasks/cluster_join.yml"
|
||||
when: inventory_hostname != groups[cluster_group][0]
|
||||
|
||||
- name: Configure corosync
|
||||
ansible.builtin.include_tasks: "{{ role_path }}/tasks/corosync.yml"
|
||||
|
||||
- name: Verify cluster health
|
||||
ansible.builtin.include_tasks: "{{ role_path }}/tasks/verify.yml"
|
||||
|
||||
post_tasks:
|
||||
- name: Display final cluster status
|
||||
ansible.builtin.command:
|
||||
cmd: pvecm status
|
||||
register: final_status
|
||||
changed_when: false
|
||||
delegate_to: "{{ groups[cluster_group][0] }}"
|
||||
run_once: true
|
||||
|
||||
- name: Show cluster status
|
||||
ansible.builtin.debug:
|
||||
var: final_status.stdout_lines
|
||||
run_once: true
|
||||
|
||||
handlers:
|
||||
- name: reload corosync
|
||||
ansible.builtin.systemd:
|
||||
name: corosync
|
||||
state: reloaded
|
||||
throttle: 1
|
||||
```
|
||||
|
||||
## Usage
|
||||
|
||||
### Initialize Matrix Cluster
|
||||
|
||||
```bash
|
||||
# Check syntax
|
||||
ansible-playbook playbooks/cluster-init.yml --syntax-check
|
||||
|
||||
# Dry run (limited functionality)
|
||||
ansible-playbook playbooks/cluster-init.yml --check --diff
|
||||
|
||||
# Initialize cluster
|
||||
ansible-playbook playbooks/cluster-init.yml --limit matrix_cluster
|
||||
|
||||
# Verify cluster status
|
||||
ansible -i inventory/proxmox.yml foxtrot -m shell -a "pvecm status"
|
||||
ansible -i inventory/proxmox.yml foxtrot -m shell -a "pvecm nodes"
|
||||
```
|
||||
|
||||
### Add mise Task
|
||||
|
||||
```toml
|
||||
# .mise.toml
|
||||
[tasks."cluster:init"]
|
||||
description = "Initialize Proxmox cluster"
|
||||
run = """
|
||||
cd ansible
|
||||
uv run ansible-playbook playbooks/cluster-init.yml
|
||||
"""
|
||||
|
||||
[tasks."cluster:status"]
|
||||
description = "Show cluster status"
|
||||
run = """
|
||||
ansible -i ansible/inventory/proxmox.yml foxtrot -m shell -a "pvecm status"
|
||||
"""
|
||||
```
|
||||
|
||||
## Troubleshooting
|
||||
|
||||
### Node Won't Join Cluster
|
||||
|
||||
**Symptoms:**
|
||||
|
||||
- `pvecm add` fails with timeout or connection error
|
||||
|
||||
**Solutions:**
|
||||
|
||||
1. Verify SSH connectivity: `ssh root@first-node hostname`
|
||||
2. Check /etc/hosts: `getent hosts first-node`
|
||||
3. Verify corosync network: `ping -c 3 192.168.8.5`
|
||||
4. Check firewall: `iptables -L | grep 5404`
|
||||
|
||||
### Cluster Shows No Quorum
|
||||
|
||||
**Symptoms:**
|
||||
|
||||
- `pvecm status` shows `Quorate: No`
|
||||
|
||||
**Solutions:**
|
||||
|
||||
1. Check node count: Must have majority (2 of 3, 3 of 5, etc.)
|
||||
2. Verify corosync: `systemctl status corosync`
|
||||
3. Check corosync ring: `corosync-cfgtool -s`
|
||||
4. Review logs: `journalctl -u corosync -n 50`
|
||||
|
||||
### Configuration Sync Issues
|
||||
|
||||
**Symptoms:**
|
||||
|
||||
- Changes on one node don't appear on others
|
||||
|
||||
**Solutions:**
|
||||
|
||||
1. Verify pmxcfs: `systemctl status pve-cluster`
|
||||
2. Check filesystem: `pvecm status | grep -i cluster`
|
||||
3. Restart cluster filesystem: `systemctl restart pve-cluster`
|
||||
|
||||
## Related Workflows
|
||||
|
||||
- [CEPH Deployment](ceph-deployment.md) - Deploy CEPH after cluster formation
|
||||
- [Network Configuration](../reference/networking.md) - Configure cluster networking
|
||||
- [Cluster Maintenance](cluster-maintenance.md) - Add/remove nodes, upgrades
|
||||
|
||||
## References
|
||||
|
||||
- ProxSpray analysis: `docs/proxspray-analysis.md` (lines 1318-1428)
|
||||
- Proxmox VE Cluster Manager documentation
|
||||
- Corosync configuration guide
|
||||
- [Ansible cluster automation pattern](../../ansible-best-practices/patterns/cluster-automation.md)
|
||||
Reference in New Issue
Block a user