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Bare Metal Platforms

Installation of Talos Linux on various bare-metal platforms.

1: Digital Rebar
2: Equinix Metal
3: Matchbox
4: Sidero

1 - Digital Rebar

In this guide we will create an Kubernetes cluster with 1 worker node, and 2 controlplane nodes using an existing digital rebar deployment.

Prerequisites

3 nodes (please see hardware requirements)
Loadbalancer
Digital Rebar Server
Talosctl access (see talosctl setup)

Creating a Cluster

In this guide we will create an Kubernetes cluster with 1 worker node, and 2 controlplane nodes. We assume an existing digital rebar deployment, and some familiarity with iPXE.

We leave it up to the user to decide if they would like to use static networking, or DHCP. The setup and configuration of DHCP will not be covered.

Create the Machine Configuration Files

Generating Base Configurations

Using the DNS name of the load balancer, generate the base configuration files for the Talos machines:

$ talosctl gen config talos-k8s-metal-tutorial https://<load balancer IP or DNS>:<port>
created controlplane.yaml
created worker.yaml
created talosconfig

The loadbalancer is used to distribute the load across multiple controlplane nodes. This isn’t covered in detail, because we assume some loadbalancing knowledge before hand. If you think this should be added to the docs, please create a issue.

At this point, you can modify the generated configs to your liking. Optionally, you can specify --config-patch with RFC6902 jsonpatch which will be applied during the config generation.

Validate the Configuration Files

$ talosctl validate --config controlplane.yaml --mode metal
controlplane.yaml is valid for metal mode
$ talosctl validate --config worker.yaml --mode metal
worker.yaml is valid for metal mode

Publishing the Machine Configuration Files

Digital Rebar has a built-in fileserver, which means we can use this feature to expose the talos configuration files. We will place controlplane.yaml, and worker.yaml into Digital Rebar file server by using the drpcli tools.

Copy the generated files from the step above into your Digital Rebar installation.

drpcli file upload <file>.yaml as <file>.yaml

Replacing <file> with controlplane or worker.

Download the boot files

Download a recent version of boot.tar.gz from github.

Upload to DRB:

$ drpcli isos upload boot.tar.gz as talos.tar.gz
{
  "Path": "talos.tar.gz",
  "Size": 96470072
}

We have some Digital Rebar example files in the Git repo you can use to provision Digital Rebar with drpcli.

To apply these configs you need to create them, and then apply them as follow:

$ drpcli bootenvs create talos
{
  "Available": true,
  "BootParams": "",
  "Bundle": "",
  "Description": "",
  "Documentation": "",
  "Endpoint": "",
  "Errors": [],
  "Initrds": [],
  "Kernel": "",
  "Meta": {},
  "Name": "talos",
  "OS": {
    "Codename": "",
    "Family": "",
    "IsoFile": "",
    "IsoSha256": "",
    "IsoUrl": "",
    "Name": "",
    "SupportedArchitectures": {},
    "Version": ""
  },
  "OnlyUnknown": false,
  "OptionalParams": [],
  "ReadOnly": false,
  "RequiredParams": [],
  "Templates": [],
  "Validated": true
}

drpcli bootenvs update talos - < bootenv.yaml

You need to do this for all files in the example directory. If you don’t have access to the drpcli tools you can also use the webinterface.

It’s important to have a corresponding SHA256 hash matching the boot.tar.gz

Bootenv BootParams

We’re using some of Digital Rebar built in templating to make sure the machine gets the correct role assigned.

talos.platform=metal talos.config={{ .ProvisionerURL }}/files/{{.Param \"talos/role\"}}.yaml"

This is why we also include a params.yaml in the example directory to make sure the role is set to one of the following:

controlplane
worker

The {{.Param \"talos/role\"}} then gets populated with one of the above roles.

Boot the Machines

In the UI of Digital Rebar you need to select the machines you want to provision. Once selected, you need to assign to following:

Profile
Workflow

This will provision the Stage and Bootenv with the talos values. Once this is done, you can boot the machine.

To understand the boot process, we have a higher level overview located at metal overview.

Bootstrap Etcd

To configure talosctl we will need the first control plane node’s IP:

Set the endpoints and nodes:

talosctl --talosconfig talosconfig config endpoint <control plane 1 IP>
talosctl --talosconfig talosconfig config node <control plane 1 IP>

Bootstrap etcd:

talosctl --talosconfig talosconfig bootstrap

Retrieve the `kubeconfig`

At this point we can retrieve the admin kubeconfig by running:

talosctl --talosconfig talosconfig kubeconfig .

2 - Equinix Metal

Creating Talos clusters with Equinix Metal.

You can create a Talos Linux cluster on Equinix Metal in a variety of ways, such as through the EM web UI, the metal command line too, or through PXE booting. Talos Linux is a supported OS install option on Equinix Metal, so it’s an easy process.

Regardless of the method, the process is:

Create a DNS entry for your Kubernetes endpoint.
Generate the configurations using talosctl.
Provision your machines on Equinix Metal.
Push the configurations to your servers (if not done as part of the machine provisioning).
configure your Kubernetes endpoint to point to the newly created control plane nodes
bootstrap the cluster

Define the Kubernetes Endpoint

There are a variety of ways to create an HA endpoint for the Kubernetes cluster. Some of the ways are:

DNS
Load Balancer
BGP

Whatever way is chosen, it should result in an IP address/DNS name that routes traffic to all the control plane nodes. We do not know the control plane node IP addresses at this stage, but we should define the endpoint DNS entry so that we can use it in creating the cluster configuration. After the nodes are provisioned, we can use their addresses to create the endpoint A records, or bind them to the load balancer, etc.

Create the Machine Configuration Files

Generating Configurations

Using the DNS name of the loadbalancer defined above, generate the base configuration files for the Talos machines:

$ talosctl gen config talos-k8s-em-tutorial https://<load balancer IP or DNS>:<port>
created controlplane.yaml
created worker.yaml
created talosconfig

The port used above should be 6443, unless your load balancer maps a different port to port 6443 on the control plane nodes.

Validate the Configuration Files

talosctl validate --config controlplane.yaml --mode metal
talosctl validate --config worker.yaml --mode metal

Note: Validation of the install disk could potentially fail as validation is performed on your local machine and the specified disk may not exist.

Passing in the configuration as User Data

You can use the metadata service provide by Equinix Metal to pass in the machines configuration. It is required to add a shebang to the top of the configuration file.

The convention we use is #!talos.

Provision the machines in Equinix Metal

Using the Equinix Metal UI

Simply select the location and type of machines in the Equinix Metal web interface. Select Talos as the Operating System, then select the number of servers to create, and name them (in lowercase only.) Under optional settings, you can optionally paste in the contents of controlplane.yaml that was generated, above (ensuring you add a first line of #!talos).

You can repeat this process to create machines of different types for control plane and worker nodes (although you would pass in worker.yaml for the worker nodes, as user data).

If you did not pass in the machine configuration as User Data, you need to provide it to each machine, with the following command:

talosctl apply-config --insecure --nodes <Node IP> --file ./controlplane.yaml

Creating a Cluster via the Equinix Metal CLI

This guide assumes the user has a working API token,and the Equinix Metal CLI installed.

Because Talos Linux is a supported operating system, Talos Linux machines can be provisioned directly via the CLI, using the -O talos_v1 parameter (for Operating System).

Note: Ensure you have prepended #!talos to the controlplane.yaml file.

metal device create \
  --project-id $PROJECT_ID \
  --facility $FACILITY \
  --operating-system "talos_v1" \
  --plan $PLAN\
  --hostname $HOSTNAME\
  --userdata-file controlplane.yaml

e.g. metal device create -p <projectID> -f da11 -O talos_v1 -P c3.small.x86 -H steve.test.11 --userdata-file ./controlplane.yaml

Repeat this to create each control plane node desired: there should usually be 3 for a HA cluster.

Network Booting via iPXE

You may install Talos over the network using TFTP and iPXE. You would first need a working TFTP and iPXE server.

In general this requires a Talos kernel vmlinuz and initramfs. These assets can be downloaded from a given release.

PXE Boot Kernel Parameters

The following is a list of kernel parameters required by Talos:

talos.platform: set this to equinixMetal
init_on_alloc=1: required by KSPP
slab_nomerge: required by KSPP
pti=on: required by KSPP

Create the Control Plane Nodes

metal device create \
  --project-id $PROJECT_ID \
  --facility $FACILITY \
  --ipxe-script-url $PXE_SERVER \
  --operating-system "custom_ipxe" \
  --plan $PLAN\
  --hostname $HOSTNAME\
  --userdata-file controlplane.yaml

Note: Repeat this to create each control plane node desired: there should usually be 3 for a HA cluster.

Create the Worker Nodes

metal device create \
  --project-id $PROJECT_ID \
  --facility $FACILITY \
  --ipxe-script-url $PXE_SERVER \
  --operating-system "custom_ipxe" \
  --plan $PLAN\
  --hostname $HOSTNAME\
  --userdata-file worker.yaml

Update the Kubernetes endpoint

Now our control plane nodes have been created, and we know their IP addresses, we can associate them with the Kubernetes endpoint. Configure your load balancer to route traffic to these nodes, or add A records to your DNS entry for the endpoint, for each control plane node. e.g.

host endpoint.mydomain.com
endpoint.mydomain.com has address 145.40.90.201
endpoint.mydomain.com has address 147.75.109.71
endpoint.mydomain.com has address 145.40.90.177

Bootstrap Etcd

Set the endpoints and nodes for talosctl:

talosctl --talosconfig talosconfig config endpoint <control plane 1 IP>
talosctl --talosconfig talosconfig config node <control plane 1 IP>

Bootstrap etcd:

talosctl --talosconfig talosconfig bootstrap

This only needs to be issued to one control plane node.

Retrieve the `kubeconfig`

At this point we can retrieve the admin kubeconfig by running:

talosctl --talosconfig talosconfig kubeconfig .

3 - Matchbox

In this guide we will create an HA Kubernetes cluster with 3 worker nodes using an existing load balancer and matchbox deployment.

Creating a Cluster

In this guide we will create an HA Kubernetes cluster with 3 worker nodes. We assume an existing load balancer, matchbox deployment, and some familiarity with iPXE.

We leave it up to the user to decide if they would like to use static networking, or DHCP. The setup and configuration of DHCP will not be covered.

Create the Machine Configuration Files

Generating Base Configurations

Using the DNS name of the load balancer, generate the base configuration files for the Talos machines:

$ talosctl gen config talos-k8s-metal-tutorial https://<load balancer IP or DNS>:<port>
created controlplane.yaml
created worker.yaml
created talosconfig

At this point, you can modify the generated configs to your liking. Optionally, you can specify --config-patch with RFC6902 jsonpatch which will be applied during the config generation.

Validate the Configuration Files

$ talosctl validate --config controlplane.yaml --mode metal
controlplane.yaml is valid for metal mode
$ talosctl validate --config worker.yaml --mode metal
worker.yaml is valid for metal mode

Publishing the Machine Configuration Files

In bare-metal setups it is up to the user to provide the configuration files over HTTP(S). A special kernel parameter (talos.config) must be used to inform Talos about where it should retrieve its configuration file. To keep things simple we will place controlplane.yaml, and worker.yaml into Matchbox’s assets directory. This directory is automatically served by Matchbox.

Create the Matchbox Configuration Files

The profiles we will create will reference vmlinuz, and initramfs.xz. Download these files from the release of your choice, and place them in /var/lib/matchbox/assets.

Profiles

Control Plane Nodes

{
  "id": "control-plane",
  "name": "control-plane",
  "boot": {
    "kernel": "/assets/vmlinuz",
    "initrd": ["/assets/initramfs.xz"],
    "args": [
      "initrd=initramfs.xz",
      "init_on_alloc=1",
      "slab_nomerge",
      "pti=on",
      "console=tty0",
      "console=ttyS0",
      "printk.devkmsg=on",
      "talos.platform=metal",
      "talos.config=http://matchbox.talos.dev/assets/controlplane.yaml"
    ]
  }
}

Note: Be sure to change http://matchbox.talos.dev to the endpoint of your matchbox server.

Worker Nodes

{
  "id": "default",
  "name": "default",
  "boot": {
    "kernel": "/assets/vmlinuz",
    "initrd": ["/assets/initramfs.xz"],
    "args": [
      "initrd=initramfs.xz",
      "init_on_alloc=1",
      "slab_nomerge",
      "pti=on",
      "console=tty0",
      "console=ttyS0",
      "printk.devkmsg=on",
      "talos.platform=metal",
      "talos.config=http://matchbox.talos.dev/assets/worker.yaml"
    ]
  }
}

Groups

Now, create the following groups, and ensure that the selectors are accurate for your specific setup.

{
  "id": "control-plane-1",
  "name": "control-plane-1",
  "profile": "control-plane",
  "selector": {
    ...
  }
}

{
  "id": "control-plane-2",
  "name": "control-plane-2",
  "profile": "control-plane",
  "selector": {
    ...
  }
}

{
  "id": "control-plane-3",
  "name": "control-plane-3",
  "profile": "control-plane",
  "selector": {
    ...
  }
}

{
  "id": "default",
  "name": "default",
  "profile": "default"
}

Boot the Machines

Now that we have our configuration files in place, boot all the machines. Talos will come up on each machine, grab its configuration file, and bootstrap itself.

Bootstrap Etcd

Set the endpoints and nodes:

talosctl --talosconfig talosconfig config endpoint <control plane 1 IP>
talosctl --talosconfig talosconfig config node <control plane 1 IP>

Bootstrap etcd:

talosctl --talosconfig talosconfig bootstrap

Retrieve the `kubeconfig`

At this point we can retrieve the admin kubeconfig by running:

talosctl --talosconfig talosconfig kubeconfig .

4 - Sidero

Sidero is a project created by the Talos team that has native support for Talos.

Sidero Metal is a project created by the Talos team that provides a bare metal installer for Cluster API, and that has native support for Talos Linux. It can be easily installed using clusterctl. The best way to get started with Sidero Metal is to visit the website.

Bare Metal Platforms

1 - Digital Rebar

Prerequisites

Creating a Cluster

Create the Machine Configuration Files

Generating Base Configurations

Validate the Configuration Files

Publishing the Machine Configuration Files

Download the boot files

Bootenv BootParams

Boot the Machines

Bootstrap Etcd

Retrieve the kubeconfig

2 - Equinix Metal

Define the Kubernetes Endpoint

Create the Machine Configuration Files

Generating Configurations

Validate the Configuration Files

Passing in the configuration as User Data

Provision the machines in Equinix Metal

Using the Equinix Metal UI

Creating a Cluster via the Equinix Metal CLI

Network Booting via iPXE

PXE Boot Kernel Parameters

Create the Control Plane Nodes

Create the Worker Nodes

Update the Kubernetes endpoint

Bootstrap Etcd

Retrieve the kubeconfig

3 - Matchbox

Creating a Cluster

Create the Machine Configuration Files

Generating Base Configurations

Validate the Configuration Files

Publishing the Machine Configuration Files

Create the Matchbox Configuration Files

Profiles

Control Plane Nodes

Worker Nodes

Groups

Boot the Machines

Bootstrap Etcd

Retrieve the kubeconfig

4 - Sidero

Retrieve the `kubeconfig`

Retrieve the `kubeconfig`

Retrieve the `kubeconfig`