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Add more info about starting the init script
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tahliar committed Sep 3, 2024
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91 changes: 76 additions & 15 deletions xml/ha_bootstrap_install.xml
Original file line number Diff line number Diff line change
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<para>
Start the bootstrap script:
</para>
<screen>&prompt.root;<command>crm cluster init</command></screen>
<para>Replace the <replaceable>CLUSTERNAME</replaceable>
placeholder with a meaningful name, like the geographical location of your
cluster (for example, <literal>&cluster1;</literal>).
This is especially helpful to create a &geo; cluster later on,
as it simplifies the identification of a site.
</para>
<para>
If you need to use multicast instead of unicast (the default) for your cluster
communication, use the option <option>--multicast</option> (or <option>-U</option>).
You can start the script without specifying any options. This prompts you for input for
some settings, as described in the next steps, and uses &crmsh;'s default values for
other settings.
</para>
<itemizedlist>
<listitem>
<para>
If you logged in as &rootuser;, you can run this command with no additional parameters:
</para>
<screen>&prompt.root;<command>crm cluster init</command></screen>
</listitem>
<listitem>
<para>
If you logged in as a <command>sudo</command> user without SSH agent forwarding,
run this command with <command>sudo</command>:
</para>
<screen>&prompt.user;<command>sudo crm cluster init</command></screen>
</listitem>
<listitem>
<para>
If you logged in as a <command>sudo</command> user with SSH agent forwarding enabled,
you must preserve the environment variable <literal>SSH_AUTH_SOCK</literal>
and tell the script to use your local SSH keys instead of generating keys on the node:
</para>
<screen>&prompt.user;<command>sudo --preserve-env=SSH_AUTH_SOCK crm cluster init --use-ssh-agent</command></screen>
</listitem>
</itemizedlist>
<para>
The script checks for NTP configuration and a hardware watchdog service. If required,
it generates the public and private SSH keys used for passwordless SSH access and
&csync; synchronization and starts the respective services.
Alternatively, you can specify additional options as part of the initialization command.
You can include multiple options in the same command. Some examples are shown below.
For more options, run <command>crm cluster help init</command>.
</para>
<variablelist>
<varlistentry>
<term>Multicast</term>
<listitem>
<para>
Unicast is the default transport type for cluster communication. To use multicast
instead, use the option <option>--multicast</option> (or <option>-U</option>).
For example:
</para>
<screen>&prompt.root;<command>crm cluster init --multicast</command></screen>
</listitem>
</varlistentry>
<varlistentry>
<term>SBD disks</term>
<listitem>
<para>
In a later step, the script asks if you want to set up SBD and prompts you for a disk
to use. To configure the cluster with multiple SBD disks, use the option
<option>--sbd-device</option> (or <option>-s</option>) multiple times. For example:
</para>
<screen>&prompt.root;<command>crm cluster init --sbd-device /dev/disk/by-id/<replaceable>ID1</replaceable> --sbd-device /dev/disk/by-id/<replaceable>ID2</replaceable></command></screen>
</listitem>
</varlistentry>
<varlistentry>
<term>Network interfaces</term>
<listitem>
<para>
In a later step, the script prompts you for a network interface for &corosync; to use.
To configure the cluster with two network interfaces, use the option
<option>--interface</option> (or <option>-i</option>) twice. For example:
</para>
<screen>&prompt.root;<command>crm cluster init --interface eth0 --interface eth1</command></screen>
</listitem>
</varlistentry>
</variablelist>
</step>
<step>
<para>
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</step>
</substeps>
</step>
<step>
<para>
Enter a name for the cluster. Choose a meaningful name, like the geographical location
of the cluster (for example, <literal>&cluster1;</literal>). This is especially helpful
if you create a &geo; cluster later, as it simplifies the identification of a site.
</para>
</step>
<step>
<para>Configure a virtual IP address for cluster administration with &hawk2;:</para>
<substeps>
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</step>
</procedure>
<para>
Finally, the script will start the cluster services to bring the
cluster online and enable &hawk2;. The URL to use for &hawk2; is
displayed on the screen.
The script checks for NTP configuration and a hardware watchdog service. If required,
it generates the public and private SSH keys used for passwordless SSH access and
&csync; synchronization and starts the respective services. Finally, the script
starts the cluster services to bring the cluster online and enables &hawk2;.
The URL to use for &hawk2; is displayed on the screen.
</para>
</sect1>

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