This project features a set of tools to automate the setup and maintenance of a docker swarm cluster on CoreOS.

Cluster layout would look like this:

So, it has either 1, 3 (shown on the diagram) or 5 manager nodes as well as arbitrary number of worker nodes.

• Runs an etcd service
• Is a docker swarm manager node
• Has Vault service running with etcd as a storage backend (optional)

• Runs etcd service in proxy mode (so it does not participate in consensus but allows to read and write the K/V stuff)
• Is a docker swarm worker node

The project does not make any assumptions on where you host the cluster and how you provision the boxes. Digitalocean or AWS or any other provider that allows to provision boxes with user-data or cloud-config stuff can be used.

It is outside the scope of the project to set up a secure network for the cluster - that is what one needs to do specifically using VPC and public/private subnets if AWS is used.

The job is done in two distinct phases - generation of a cloud-config and node bootstrapping. The two topics are discussed in detail in the following sections.

A cloud-config file is used to bootstrap a CoreOS node. It essentially is a declaration of how a CoreOS node would look like and consist of. Once it is generated, it can be used to provision CoreOS nodes.

Note, there're two cloud-config files need to be generated - the one for provisioning manager nodes and the other for provisioning workers.

Here's how a generation routine would look like these:

1. Generating cluster token (it assumes that there're 3 managers cluster is it):

   > curl https://discovery.etcd.io/new?size=3`
   https://discovery.etcd.io/3c105a68331369250997be6369adac6c
   

2. Preparing the params.yml file that will be used as a source of configuration parameters during generation:

   > mv ./heatit/params.example.yml ./heatit/params.yml
   

3. Editing ./heatit/params.yml - insert the cluster token generated in step #1 as a value for coreos-cluster-token parameter as well as set up Slack notification settings (todo: descripbe Slack setup in more detail)

4. Generate the two cloud-config files in a single command:

   > cd ./heatit; ./generate-configs.sh
   

This will produce two files: manager.yml and worker.yml in ./heatit directory. Use them to provision your boxes. For example if AWS EC2 used, you can insert the contents of the file in the UI:

It is a one time operation - once the two are generated make sure to store the files in a safe place. They'll be needed when more workers would need to be provisioned, or managers added or replaced.

This is where all interesting things begin! When a node, that has been provisioned with either master.yml or worker.yml cloud-config file, boots up it runs a single systemd unit called Cluster Bootstrap. See its declaration in heatit/systemd-units/cluster-bootstrap.service. This service does two actions:

1. Clones this GIT repository in to /etc/coreos-docker-swarm-cluster folder on the CoreOS node
2. Executes /etc/coreos-docker-swarm-cluster/bootstrap.sh script

This simple approach allows easily to change the node configuration, services etc without re-creating the node which in some circumstances would save tons of time. All one needs is just reboot the node and let it re-clone the repository and start the boostrap routine from scratch while maintaining etcd and swarm cluster belongings.

Then the /etc/coreos-docker-swarm-cluster/bootstrap.sh script, in its turn, reads a list of systemd units and runs them in order on the node. For the list of services to run on a manager nodes it reads manager-systemd-units.txt file. For worker nodes it reads worker-systemd-units.txt file.

so, given the following is the content of ./manager-systemd-units.txt:

node-lifecycle.service
vault.service
vault-sk.service

then each time you provision a new node with master.yml file, or reboot an existing one, it would execute node-lifecycle.service, vault.service and then vault-sk.service on the node. Same applies to worker nodes with the exception is that it would read ./worker-systemd-units.txt file.

Deprecated: In order to get it up and running you have to have the Heatit! tool that is used to compile the scripts into proper cloud-config files.

todo: Provide direct links to download Heatit! binary