Deploy DC/OS 1.9 running CoreOS on Microsoft Azure using Terraform

This script allow you to deploy a DC/OS cluster in best practices on Microsoft Azure.

A Section about Packer is in progress

You can watch this online meetup about Terraform and DC/OS in general where I presented this project.

Terraform Usage

WARNING: Be sure that you are not overriding existing Azure resources that are in use. This Terraform process will create a resource group to contain all dependent resources within. This makes it easy to cleanup.

NOTE: This deployment is not meant to obviate the need to understand the install process or read the docs. Please spend some time to understand both DC/OS and the install process.

Preperation Steps

• It is assumed that you have a functioning Azure client installed. You can do so here

• Install Terraform and create credentials for Terraform to access Azure. To do so, you will need to following environment variables :

  • ARM_SUBSCRIPTION_ID=
  • ARM_CLIENT_ID=
  • ARM_CLIENT_SECRET=
  • ARM_TENANT_ID=

• The values for the above environment variables can be obtained through the Azure CLI commands below.

NOTE: A more detailed overview can be found on the Terraform Site

$ az login

• Run the following commands. This will print 2 lines, the first is the tenant ID and the second is the subscription ID.

$ az account show

{
  "environmentName": "AzureCloud",
  "id": "a97d7ca2-18ca-426f-b7c4-1a2cdaa4d9d1",
  "isDefault": true,
  "name": "My_Azure_Subscription",
  "state": "Enabled",
  "tenantId": "34a934ff-86a1-34af-34cd-2d7cd0134bd34",
  "user": {
    "name": "juliens@microsoft.com",
    "type": "user"
  }
}

export SUBSCRIPTIONID=`az account show --output tsv | cut -f2`

• Create an Azure application

$ export PASSWORD=`openssl rand -base64 24`

$ az ad app create --display-name dcosterraform--identifier-uris http://docs.mesosphere.com --homepage http://www.mesosphere.com --password $PASSWORD

$ unset PASSWORD

• Create A Service Principal

$ APPID=`az ad app list --display-name dcosterraform -o tsv --out tsv | grep dcos | cut -f1`

$ az ad sp create --id $APPID

• Grant Permissions To Your Application

$ az role assignment create --assignee http://docs.mesosphere.com --role "Owner" --scope /subscriptions/$SUBSCRIPTIONID

• Print the Client ID

$ az ad app list --display-name dcosterraform

NOTE: A more detailed overview can be found on the Terraform Site

Deploy the Azure infrastructure and DC/OS

• First, review the default configuratiion. Most common options are available in terraform/dcos/terraform.tfvars. The full list of available options are in terraform/dcos/variables.tf. CoreOS is the default as it has pre-requirements built in.

• Update dcos/terraform.tfvars with the path to your passwordless SSH public and private keys.

• Change resource_suffix (and optionally resource_base_name) to something unique

• Make sure that the bootstrap_script_url, install_script_url and dcos_download_url variables are updated with the correct public URL that you want to use.

• Optionally, customize the agent_private_count (default 10), the agent_public_count (default 1) and master_count for master (default 3), the agents size is Standard_D2_V2 per default, but you can change it for your need in dcos/variables.tf.

• Create the DC/OS cluster by executing:

$ EXPORT ARM_SUBSCRIPTION_ID=<your subscription id>
$ EXPORT ARM_CLIENT_ID=<your client id>
$ EXPORT ARM_CLIENT_SECRET=<your cient secret>
$ EXPORT ARM_TENANT_ID=<your tenant id>

$ cd <repo>/terraform && terraform apply

Connection to the cluster

• Initiate a SSH tunnel to <masterVIP>.<location>.cloudapp.azure.com and you should be able to reach the DC/OS UI.

$ sudo ssh core@<masterVIP>.<location>.cloudapp.azure.com -p 2200 -L 8080:localhost:443 -k <sshPrivateKey>

• The default username/password is admin/Passw0rd.

ADDITIONAL

Customize DC/OS Install

Default Security & Telemetry

Is off by default, that can be changed by modifying the dcos/files/bootstrap.sh file and following the install docs here

Cleanup

To restart and cleanup the Azure assets run the following commands from the /terraform directory

$ az group delete dcosterraform
info:    Executing command group delete
Delete resource group dcosterraform? [y/n] y
+ Deleting resource group dcosterraform                                        
info:    group delete command OK

$ cd <repo>/terraform && rm ./*/*terraform.tfstate && rm -rf ./*/.terraform*

Troubleshooting

If the deployment gets in an inconsistent state (repeated terraform apply commands fail, or output references to leases that no longer exist), you may need to manually reconcile. Destroy the <dcosterrform> resource group, run terraform remote config -disable and delete all terraform.tfstate* files from dcos, follow the above instructions again.

Baked your base image with Packer and Ansible

More to come