Provision a Deis Controller on Rackspace

1. Install knife-rackspace with gem install knife-rackspace or just bundle install from the root directory of your deis repository:

   $ cd $HOME/projects/deis
   $ gem install knife-rackspace
   Fetching: knife-rackspace-0.9.0.gem (100%)
   Successfully installed knife-rackspace-0.9.0
   1 gem installed
   Installing ri documentation for knife-rackspace-0.9.0...
   Installing RDoc documentation for knife-rackspace-0.9.0...

2. Export your Rackspace credentials as environment variables and edit knife.rb to read them:

   $ cat <<'EOF' >> $HOME/.bash_profile
   export RACKSPACE_USERNAME=<your_rackspace_username>
   export RACKSPACE_API_KEY=<your_rackspace_api_key>
   source $HOME/.rackspacerc
   EOF
   $ cat <<'EOF' > $HOME/.rackspacerc
   export OS_AUTH_URL="https://identity.api.rackspacecloud.com/v2.0/"
   export OS_USERNAME=$RACKSPACE_USERNAME
   export OS_PASSWORD=$RACKSPACE_API_KEY
   export OS_TENANT_NAME=$RACKSPACE_USERNAME
   export OS_TENANT_ID=<your_rackspace_tenant_id>
   export OS_REGION_NAME=<your_rackspace_region_name>
   export OS_AUTH_SYSTEM="rackspace"
   EOF
   $ source $HOME/.bash_profile
   $ source $HOME/.rackspacerc
   $ cat <<'EOF' >> $HOME/.chef/knife.rb
   knife[:rackspace_api_username] = "#{ENV['RACKSPACE_USERNAME']}"
   knife[:rackspace_api_key] = "#{ENV['RACKSPACE_API_KEY']}"
   knife[:rackspace_ssh_keypair]   = "deis"
   knife[:rackspace_region]        = #{ENV['OS_REGION_NAME']}
   EOF
   $ knife rackspace server list
   Instance ID  Name  Public IP  Private IP  Flavor  Image  State

3. Now you can follow the standard deis setup:

bundle install # Installs gem files like the knife tool
berks install # Downloads the relevant cookbooks
# '--ssl-verify' is only needed when using a self-hosted Chef Server
# hint: you can also set that at $HOME/.berkshelf/config.json
berks upload [--ssl-verify=false] # Upload the cookbooks to the Chef Server

4. Prepare a new server

   1. Create a server named deis-prepare-image using the Ubuntu 12.04 LTS image, performance1-2, 1GB performance server

   2. SSH in as root with the password shown

   3. Install the 3.11 kernel with: apt-get update && apt-get install -yq linux-image-generic-lts-saucy linux-headers-generic-lts-saucy && reboot

   4. After reboot is complete, SSH back in as root and uname -r to confirm kernel is 3.11.0-17-generic

   5. Run the prepare-node-image.sh script to optimize the image for fast boot times

      $ ssh root@ip-address 'bash -s' < contrib/rackspace/prepare-node-image.sh
      Reading package lists... Done
      Building dependency tree
      Reading state information... Done
      ...

5. Create a new image from the deis-prepare-image server named deis-node-image.

   1. In the server list in the Control Panel click the action cog for deis-prepare-image
   2. Select "Create New Image" name that image deis-node-image
   3. (optionally) Distribute the image to other regions
   4. (optionally) Create/update your Deis flavors to use your new images

6. Make sure to add the deis-controller and the <your_username>-validator usernames to the Chef 'admins' group.

   • If you are using hosted Chef, you may need to use the older console to do this: https://manage.opscode.com/groups/admins/edit

7. Back on your machine with deis cloned and the deis CLI installed, run the provisioning script to create a new Deis controller:

   • Change <region> to match the region your image is in (we will add SYD and HKG as soon as performance flavors are available there):

     • dfw
     • ord
     • iad
     • lon

     $ cd deis
     $ bundle install # if you have not already done so
     $ ./contrib/rackspace/provision-rackspace-controller.sh <region>
     Provisioning a deis controller on Rackspace...
     Creating new SSH key: id_rsa
     + ssh-keygen -f /home/deis/.ssh/id_rsa -t rsa -N '' -C deis
     + set +x
     Saved to /home/deis/.ssh/id_rsa
     Created data_bag[deis-formations]
     Created data_bag[deis-apps]
     Provisioning deis-controller-H7WVl with knife rackspace...
     + knife rackspace server create --bootstrap-version 11.8.2 --rackspace-region ord --image f569b831-afe5-44f5-85eb-3bf9e1d0d336 --flavor performance1-2 --rackspace-metadata '{"Name": "deis-controller-H7WVl"}' --rackspace-disk-config MANUAL --server-name deis-controller-H7WVl --node-name deis-controller-H7WVl --run-list 'recipe[deis::controller]'
     Instance ID: cf7aeadd-4bb1-4f69-9238-7a0586a863b9
     Name: deis-controller-H7WVl
     Flavor: 2 GB Performance
     Image: deis-node-image
     Metadata: [  <Fog::Compute::RackspaceV2::Metadatum
         key="Name",
         value="deis-controller-H7WVl"
       >]
     RackConnect Wait: no
     ServiceLevel Wait: no
     SSH Key: deis
     ...