INSTALL_AZURE.md

Steps for DC/OS installation with Terraform and Ansible on Azure

With the following guide, you are able to install a DC/OS cluster on Azure. You need the tools Terraform and Ansible installed. On MacOS, you can use brew for that.

$ brew install terraform
$ brew install ansible

Setup infrastructure

Pull down the DC/OS Terraform scripts below

$ make azure

Configure your Azure ssh Keys

Set the private key that you will be you will be using to your ssh-agent and set public key in terraform.

$ ssh-add ~/.ssh/your_private_azure_key.pem

Add your Azure ssh key to .deploy/desired_cluster_profile file:

ssh_pub_key = "INSERT_AZURE_PUBLIC_KEY_HERE"

Configure your Azure ID Keys

Follow the Terraform instructions here to setup your Azure credentials to provide to terraform.

When you've successfully retrieved your output of az account list, create a source file to easily run your credentials in the future.

$ cat ~/.azure/credentials
export ARM_TENANT_ID=45ef06c1-a57b-40d5-967f-88cf8example
export ARM_CLIENT_SECRET=Lqw0kyzWXyEjfha9hfhs8dhasjpJUIGQhNFExAmPLE
export ARM_CLIENT_ID=80f99c3a-cd7d-4931-9405-8b614example
export ARM_SUBSCRIPTION_ID=846d9e22-a320-488c-92d5-41112example

Source Credentials

Set your environment variables by sourcing the files before you run any terraform commands.

$ source ~/.azure/credentials

Terraform deployment

The setup variables for Terraform are defined in the file .deploy/desired_cluster_profile. You can make a change to the file and it will persist when you do other commands to your cluster in the future.

For example, you can see the default configuration of your cluster:

$ cat .deploy/desired_cluster_profile
os = "centos_7.3"
state = "none"
#
num_of_masters = "1"
num_of_private_agents = "3"
num_of_public_agents = "1"
#
azure_region = "East US 2"
azure_bootstrap_instance_type = "Standard_DS1_v2"
azure_master_instance_type = "Standard_D4_v2"
azure_agent_instance_type = "Standard_D4_v2"
azure_public_agent_instance_type = "Standard_D4_v2"
# Inbound Master Access
admin_cidr = "0.0.0.0/0"

ssh_pub_key = "INSERT_AZURE_PUBLIC_KEY_HERE"

You can plan the profile with Terraform while referencing:

$ make plan

If you are happy with the changes, the you can apply the profile with Terraform while referencing:

$ make launch-infra

Install DC/OS

Once the components are created, we can run the Ansible script to install DC/OS on the instances.

The setup variables for DC/OS are defined in the file group_vars/all/vars. Copy the example files, by running:

$ cp group_vars/all.example group_vars/all

The now created file group_vars/all is for configuring DC/OS and common variables. The variables are explained within the files.

Optionally you can change the exhibitor backend to azure. So the master discovery is done by using Azure shared storage. For that you have to fill in the Azure Storage Account Name and secret key:

# Optional if dcos_iaas_target := azure
dcos_exhibitor: 'azure'
dcos_exhibitor_azure_account_name: 'name'
dcos_exhibitor_azure_account_key: '******'

Ansible also needs to know how to find the instances that got created via Terraform. For that we run a dynamic inventory script called ./inventory.py. To use it specify the script with the parameter -i. In example, check that all instances are reachable via Ansible:

$ ansible all -i inventory.py -m ping

Finally, you can install DC/OS by running:

$ ansible-playbook -i inventory.py plays/install.yml

Access the cluster

If the installation was successful. You should be able to reach the Master load balancer. You can find the URL of the Master LB with the following command:

$ make ui

The terraform script also created a load balancer for the public agents:

$ make public-lb

Destroy the cluster

To delete the Azure stack run the command:

$ make destroy