This guide is meant to take an operator through all steps necessary for a successful installation of DC/OS using Terraform. If you are already familiar with the prerequisites, you can jump to Creating a DC/OS Cluster.
Prerequisites
- Linux, macOS, or Windows
- command-line shell terminal such as Bash or PowerShell
- verified Azure Resource Manager account with the necessary permissions
Install Terraform
-
Visit the Terraform releases page for bundled installations and support for Linux, macOS and Windows. Choose the latest 0.12 version.
If you’re on a Mac environment with Homebrew installed, simply run the following command:
brew unlink terraform || true brew install tfenv tfenv install 0.12.25 tfenv use 0.12.25
Windows users that have Chocolatey installed, run:
choco install terraform --version 0.12.25 -y
Get Application Default Credentials for authentication
You will need the Application Default Credentials for Terraform to authenticate against GCP. To understand more about how Terraform authenticates with Google, see the Terraform Google provider reference.
To receive Application Default Credentials:
- Run the following command:
$ gcloud auth application-default login
- Verify that you have Application Default Credentials by running the following command:
$ gcloud auth application-default print-access-token
EXMAPLE.EXAMPLE-1llO--ZEvh6gQ-qhpL0I3gHcCeDKG_EXAMPLE7WtAepmpp47c0RCv9e0Oq6QnpQ79RZlHKzOw69XMxI87M2Q
Set the GCP default region and project
The GCP provider requires you to export the Region (desired-gcp-region
) and Project (desired-gcp-project
) identifiers into environment variables even if those values are set in the gcloud-cli
. You can set them easily in your terminal.
export GOOGLE_REGION="us-west1"
export GOOGLE_PROJECT="my-project-id"
Alternatively, they can be inserted into the configuration file you will create. Please keep in mind storing your credentials outside of your version control for security.
provider "google" {
version = "~> 2.0"
credentials = "${file("account.json")}"
project = "my-project-id"
region = "us-west1"
zone = "us-west1-b"
}
Verify you have a license key for Enterprise Edition
DC/OS Enterprise requires a valid license key provided by Mesosphere that will be passed into the main.tf
configuration file as dcos_license_key_contents
. If you do not set a password, the default superuser and password will be available for log in:
Username: bootstrapuser
Password: deleteme
To set superuser credentials for the first log in, add the following values into your main.tf
along with your license key. The password will need to be hashed to SHA-512.
dcos_superuser_username = "superuser-name"
dcos_superuser_password_hash = "${file("./dcos_superuser_password_hash")}
Creating a DC/OS Cluster
-
Let’s start by creating a local folder and cd’ing into it. This folder will be used as the staging ground for downloading all required Terraform modules and holding the configuration for the cluster you are about to create.
mkdir dcos-demo && cd dcos-demo
-
Create a file in that folder called
main.tf
, which is the configuration file that will be called on each time when terraform runs. The name of this file should always bemain.tf
. Open the file in the code editor of your choice and paste in the following. Notice the copy icon in the upper right hand corner of the code block to copy the code to your clipboard:provider "google" { version = "~> 2.0" region = "us-west1" } # Used to determine your public IP for forwarding rules data "http" "whatismyip" { url = "http://whatismyip.akamai.com/" } module "dcos" { source = "dcos-terraform/dcos/gcp" version = "~> 0.3.0" providers = { google = google } cluster_name = "my-dcos-demo" ssh_public_key_file = "<path-to-public-key-file>" admin_ips = ["${data.http.whatismyip.body}/32"] num_masters = 3 num_private_agents = 2 num_public_agents = 1 dcos_version = "2.2" # Enterprise users uncomment this section and comment out below # dcos_variant = "ee" # dcos_license_key_contents = "${file("./license.txt")}" # Make sure to set your credentials if you do not want the default EE # dcos_superuser_password_hash = "${file("./dcos_superuser_password_hash.sha512")} # dcos_superuser_username = "admin" dcos_variant = "open" } output "masters-ips" { value = module.dcos.masters-ips } output "cluster-address" { value = module.dcos.masters-loadbalancer } output "public-agents-loadbalancer" { value = module.dcos.public-agents-loadbalancer }
-
There is a main variable that must be set to complete the
main.tf
:ssh_public_key_file = "<path-to-public-key-file>"
: the path to the public key for your cluster, following our example it would be:"~/.ssh/gcp-key.pub"
-
region
is a setting that sets the GCP region that this DC/OS cluster will spin up on. While this setting is currently set to “us-west1”, it can be changed to any other region (e.g “us-east1”, “us-central1”, etc). -
Enterprise users, uncomment/comment the section for the
dcos_variant
to look like this, inserting the location to your license key, and adding superuser credentials if needed. Enterprisedcos_variant = "ee" dcos_license_key_contents = "${file("./license.txt")}" # dcos_variant = "open"
You can find additional input variables and their descriptions here.
-
This sample configuration file will get you started on the installation of an open source DC/OS 1.13.3 cluster with the following nodes:
- 3 Master
- 2 Private Agents
- 1 Public Agent
If you want to change the cluster name or vary the number of masters/agents, feel free to adjust those values now as well. Cluster names must be unique, consist of alphanumeric characters, ‘-’, ‘_’ or ‘.’, start and end with an alphanumeric character, and be no longer than 24 characters. You can find additional input variables and their descriptions here.
There are also simple helpers listed underneath the module which find your public ip and specify that the following output should be printed once cluster creation is complete:
master-ips
A list of Your DC/OS master nodescluster-address
The URL you use to access DC/OS UI after the cluster is setup.public-agent-loadbalancer
The URL of your Public routable services.
-
Check that you have inserted your cloud provider and public key paths to
main.tf
, changed or added any other additional variables as wanted, then save and close your file.
Initialize Terraform and create a cluster
-
Now the action of actually creating your cluster and installing DC/OS begins. First, initialize the project’s local settings and data. Make sure you are still working in the same folder where you created your
main.tf
file, and run the initialization.terraform init -upgrade
Terraform has been successfully initialized! You may now begin working with Terraform. Try running "terraform plan" to see any changes that are required for your infrastructure. All Terraform commands should now work. If you ever set or change modules or backend configuration for Terraform, rerun this command to reinitialize your environment. If you forget, other commands will detect it and remind you to do so if necessary.
-
After Terraform has been initialized, the next step is to run the execution planner and save the plan to a static file - in this case,
plan.out
.terraform plan -out=plan.out
Writing the execution plan to a file allows us to pass the execution plan to the
apply
command below as well help us guarantee the accuracy of the plan. Note that this file is ONLY readable by Terraform.Afterwards, we should see a message like the one below, confirming that we have successfully saved to the
plan.out
file. This file should appear in yourdcos-demo
folder alongsidemain.tf
.lan: 97 to add, 0 to change, 0 to destroy. ------------------------------------------------------------------------ This plan was saved to: plan.out To perform exactly these actions, run the following command to apply: terraform apply "plan.out"
Every time you run
terraform plan
, the output will always detail the resources your plan will be adding, changing or destroying. Since we are creating our DC/OS cluster for the very first time, our output tells us that our plan will result in adding 38 pieces of infrastructure/resources. -
The next step is to get Terraform to build/deploy our plan. Run the command below.
terraform apply plan.out
Sit back and enjoy! The infrastructure of your DC/OS cluster is being created while you watch. This may take a few minutes.
Once Terraform has completed applying the plan, you should see output similar to the following:
Apply complete! Resources: 97 added, 0 changed, 0 destroyed. The state of your infrastructure has been saved to the path below. This state is required to modify and destroy your infrastructure, so keep it safe. To inspect the complete state use the `terraform show` command. State path: terraform.tfstate Outputs: cluster-address = my-dcos-demo-705740393.us-east-1.elb.amazonaws.com masters-ips = [ "3.83.23.21", "18.212.236.17", "54.91.103.151", ] public-agents-loadbalancer = ext-my-dcos-demo-cd20e369b92d07f7.elb.us-east-1.amazonaws.com
And congratulations - you’re up and running!
Logging in to DC/OS
- To log in and start exploring your cluster, navigate to the
cluster-address
listed in the output of the CLI. From here you can choose your provider to create the superuser account Open Source, or log in with your specified Enterprise credentials Enterprise.
Scaling Your Cluster
Terraform makes it easy to scale your cluster to add additional agents (public or private) once the initial cluster has been created. Simply follow the instructions below.
-
Increase the value for the
num_private_agents
and/ornum_public_agents
in yourmain.tf
file. In this example we are going to scale our cluster from 2 private agents to 3, changing just that line, and saving the file.num_masters = "1" num_private_agents = "3" num_public_agents = "1"
-
Now that we’ve made changes to our
main.tf
, we need to re-run our new execution plan.terraform plan -out=plan.out
Doing this helps us to ensure that our state is stable and to confirm that we will only be creating the resources necessary to scale our Private Agents to the desired number.
You should see a message similar to above. There will be 3 resources added as a result of scaling up our cluster’s Private Agents (1 instance resource & 2 null resources which handle the DC/OS installation & prerequisites behind the scenes).
-
Now that our plan is set, just like before, let’s get Terraform to build/deploy it.
terraform apply plan.out
Once you see an output like the message above, check your DC/OS cluster to ensure the additional agents have been added.
You should see now 4 total nodes connected like below via the DC/OS UI.
Upgrading Your Cluster
Terraform also makes it easy to upgrade our cluster to a newer version of DC/OS. If you are interested in learning more about the upgrade procedure that Terraform performs, please see the official DC/OS Upgrade documentation.
-
In order to perform an upgrade, we need to go back to our
main.tf
and modify the current DC/OS Version (dcos_version
) to a newer version, such as1.13.3
for this example.dcos_version = "2.2"
-
We also should make sure having the latest version of the Terraform modules. So we tell Terraform to request those from the registry.
terraform get -update
-
Re-run the execution plan, terraform will notice the change in version and run accordingly.
terraform plan -out=plan.out
You should see an output like below, with your
main.tf
now set for normal operations on a new version of DC/OS. -
Apply the plan.
terraform apply plan.out
Once the apply completes, you can verify that the cluster was upgraded via the DC/OS UI.
Deleting Your Cluster
If you want to destroy your cluster, then use the following command and wait for it to complete.
terraform destroy
You will be required to enter yes
to verify.