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claude-botandClaude Opus 5 5e80a11f15 docs: cite Proxmox's documented quorum recovery
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pvecm expected 1 is the official recovery, documented verbatim in the storage
replication chapter of the Proxmox admin guide. Its caveat is about restoring
the missing node instead; here the missing node is deliberately gone for good,
so enforcing quorum is the correct branch rather than a workaround.

Also records that it must be run only once the node is alone -- corosync
rejects a value below the members it can see, which is why the attempt on the
current two-node cluster returned CS_ERR_INVALID_PARAM -- and that it is
runtime only.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-25 21:56:35 +02:00
claude-botandClaude Opus 5 7c9fa97423 docs: runbook for converting a control-plane node to bare metal
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Written from doing jupiter, with saturn and neptune still to go. The conversion
itself was straightforward; every failure came from state that outlived the VM,
so the runbook is weighted towards those rather than towards the happy path.

The three that cost real time:

A rebuilt node gets a new MAC and a new lease, and Ceph keeps its mon pinned to
the old address in the monmap, the mon-endpoints ConfigMap and the deployment's
--public-addr. The mon then cannot bind, the operator's next step wants to
restart a healthy mon, Ceph refuses because that would drop quorum, and it
retries every minute forever without reaching the storage reconcile. Fixing the
ConfigMap before the monmap and the deployment matters, or the operator
recreates the mon from the stale entry.

Talos stops running default DHCP for the whole machine as soon as one new-style
network document exists, and a LinkAliasConfig selector that matches nothing is
skipped silently. Together those turn a small config mistake into a node with no
address on any interface.

EPHEMERAL placement is honoured only on first provision, so it has to be right
in the first apply-config; afterwards it is ignored and relocating needs a wipe.

Also records the Proxmox quorum step that starts mattering at the second
conversion, the Secure Boot blocker, and that Talos and Proxmox enumerate the
same three NVMe drives in different orders — which is why the OSD is named by
by-id path rather than device name.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-25 21:49:56 +02:00
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# Runbook — converting a control-plane node from Proxmox VM to bare metal
Converts one MS-01 from "Proxmox host running a Talos VM" to "Talos on bare
metal", and swaps its Ceph OSD onto a Samsung PM983 at the same time. Written
after doing jupiter on 2026-08-25; saturn and neptune remain.
Everything here that reads like an over-specific warning is something that
actually happened. The conversion itself is straightforward — the failures were
all in state that outlived the VM.
## What the node ends up as
| | |
|---|---|
| System disk | Kingston OM8PGP41024Q-A0, selected by serial |
| EPHEMERAL (`/var`) | the retired Crucial P3, selected by serial |
| Ceph OSD | Samsung PM983, selected by `/dev/disk/by-id` |
| Management | VLAN 40 tagged on X710 port 0 |
| v30iot | VLAN 30 on the same port, named `ens19` |
| Ceph cluster net | X710 port 1, `10.99.0.x/29`, MTU 9000 |
## Before you start
- [ ] All three OSDs up, all mons in quorum, PGs `active+clean`. Do not start
from a degraded cluster; the window itself removes one of three.
- [ ] Cluster fits on two nodes. Check `kubectl describe node` allocation on the
two survivors. Take immich down (`kubernetes/apps/immich`, both
Deployments to `replicas: 0`) — it frees ~1000m against a shortfall of
roughly 200m and takes its image pulls off the remaining nodes.
- [ ] `cephfs-metadata` to size 2 / min_size 1 for the duration. At size 3 on
two hosts every PG is undersized with min_size 2, so one further OSD loss
blocks IO on every CephFS mount cluster-wide.
- [ ] Talos metal ISO on a USB stick. Schematic
`a21cec8f35ae32ab5e9a452e7b13500ca8776053930b8e182b9cb23eed186b64`
(`net.ifnames=1`, intel-ucode, thunderbolt; no qemu-guest-agent).
Verify by comparing partition offsets and sizes against the ISO with
`fdisk -l` — blkid labels lie after a rewrite.
- [ ] Physical access. Secure Boot must be turned off (see below), and that is
the one step nothing can do remotely.
## 1. Evacuate the OSD
```sh
ceph osd out <id>
```
Wait until no PGs are `backfilling` or `backfill_wait`. Do **not** wait for
`ceph osd safe-to-destroy` — pools at size 3 keep the OSD in their acting set
because three copies cannot be placed on two hosts, so it never returns clean.
Then remove it. The node must already be out of `cephcluster.yaml`'s
`storage.nodes` list, or the operator rebuilds the OSD within one reconcile and
starts backfilling onto the drive you are about to pull:
```sh
kubectl -n rook-ceph scale deployment rook-ceph-osd-<id> --replicas=0
ceph osd purge <id> --yes-i-really-mean-it
kubectl -n rook-ceph delete deployment rook-ceph-osd-<id>
```
## 2. Drain, and leave the cluster
```sh
kubectl drain <node> --ignore-daemonsets --delete-emptydir-data --timeout=300s
```
Single-replica workloads with `minAvailable: 1` PDBs will refuse eviction — that
is deliberate, they exist to surface the pod rather than let it be yanked. On
this cluster that is `influxdb-influxdb2-0`, `woodpecker-server` and the
CNPG primary. Move each one deliberately with `kubectl delete pod`; they
reschedule onto the survivors and their RBD volumes follow.
```sh
talosctl -n <node> reset --graceful --wipe-mode system-disk
kubectl delete node <node>
```
`--wipe-mode system-disk` and not the default `all`: the OSD drive is being
pulled anyway and wiping a terabyte of it is wasted time. `--graceful` leaves
etcd cleanly. Delete the Node object — it carries the `unschedulable` flag from
the drain, which the rebuilt node would otherwise inherit.
## 2a. Destroy the VM in OpenTofu — while the host is still a PVE node
Remove `opentofu/vm_15N_k8s_N.tf`, then apply. This **must** happen before the
host leaves the Proxmox cluster: afterwards the provider cannot reach the node,
the plan errors, and the only escape is `tofu state rm`, which is off the table.
Point `proxmox_api_url` at a host that will *survive* the conversion, not the one
being converted.
Manual triggers are currently broken by the Woodpecker v3.18.0 regression
(issue #582). Until that is resolved, run it locally:
```sh
AWS_ACCESS_KEY_ID=… AWS_SECRET_ACCESS_KEY=… AWS_REGION=fsn1 \
tofu -chdir=opentofu init -backend-config=<file>
… plan -target=module.k8s_N -var-file=<file> -out=<plan>
… apply <plan>
```
The `AWS_*` environment variables are required *in addition to*
`-backend-config`, or the S3 backend fails `HeadObject` with 403 even with
credentials that can read the object fine via the aws CLI.
## 2b. Proxmox quorum — matters from the second conversion onward
Two nodes remain after jupiter, with `expected_votes: 2` and quorum 2. Removing
one leaves the last node inquorate and `/etc/pve` read-only, which blocks the
final VM destroy. On the surviving node:
```sh
pvecm expected 1
```
This is the official recovery. Proxmox documents it in the storage replication
chapter (`/usr/share/pve-docs/chapter-pvesr.html`), verbatim:
> If you have no quorum, we strongly advise to fix this first and make the node
> operable again. Only if this is not possible at the moment, you may use the
> following command to enforce quorum on the current node: `# pvecm expected 1`
The caveat there is about restoring the missing node instead. Here the missing
node is deliberately gone for good, so enforcing quorum is the correct branch
rather than a workaround.
Run it only once the node is actually alone — attempting it while both nodes are
up fails with `CS_ERR_INVALID_PARAM`, since corosync will not set expected votes
below the members it can currently see. Which is exactly why it becomes valid
when one remains.
Runtime only; it does not survive a reboot, so re-run it if the survivor
restarts before its own conversion.
## 3. Hardware
Power the host off, then:
1. Kingston boot drive out of slot 1, into slot 2.
2. Crucial P3 out of slot 2 — it becomes EPHEMERAL, so put it in slot 3 rather
than setting it aside.
3. Slot 1 switch to **U.2**. Set it before the drive goes in; there is nothing
to record afterwards, the installed drive type implies the position.
4. PM983 onto the included 7mm M.2-to-U.2 adapter, into slot 1.
Boot the host's existing PVE once before touching Talos and check the drive:
```sh
nvme smart-log /dev/nvmeXn1 | grep -iE 'percentage_used|media_errors|critical'
nvme id-ns /dev/nvmeXn1 -H | grep -i 'in use' # want 512b data, 0 metadata
wipefs /dev/nvmeYn1 # Crucial: clear the old bluestore sig
ip link set <ceph-port> up && ethtool <ceph-port> | grep -i 'link detected'
```
This is the last revert point. A bad drive here means the Crucial goes back and
the VM is recreated from tofu with nothing lost. Once Talos writes to the
Kingston, PVE on that host is gone.
Relocating the boot drive is safe: `rpool` is referenced by NVMe EUI and the
UEFI entries by GPT PARTUUID, neither of which encodes a slot.
## 4. Secure Boot
MS-01 ships with Secure Boot on, and Proxmox satisfies it with a
Microsoft-signed shim. The Image Factory `metal-amd64.iso` is an unsigned UKI
and the firmware rejects it outright. **Turn Secure Boot off in the BIOS.**
A signed variant exists per schematic, but it is signed with SideroLabs' key
which firmware does not trust by default, and the installed system would have to
use the secureboot installer image too. That is a separate project.
## 5. Install
Boot the stick. Maintenance mode DHCPs untagged on every link; on these hosts
that lands on `192.168.8.x`, which is routable from the workstation.
Maintenance mode is effectively write-only — `talosctl get` has no `--insecure`
and `version` returns "API is not implemented in maintenance mode". You cannot
inspect disks or links before applying. Verify serials and MACs from the host's
PVE beforehand, in step 3.
Build the config from the **live cluster's secrets**, not a fresh
`talosctl gen config`, or the node forms a new cluster instead of joining:
```sh
talosctl -n <surviving-node> get mc v1alpha1 -o jsonpath='{.spec}' > cp.yaml
talosctl gen secrets --from-controlplane-config cp.yaml -o secrets.yaml
talosctl gen config homelab https://k8s.renner.uno:6443 \
--with-secrets secrets.yaml --output-types controlplane \
--config-patch @talos/patches/cluster.yaml \
--config-patch @<cilium additive half> \
--config-patch @talos/patches/registry-mirror.yaml \
--config-patch @talos/patches/k8s-N.yaml -o install.yaml
```
Confirm `cluster.id` matches the running cluster before applying.
Strip the generated `HostnameConfig` document — it collides with
`machine.network.hostname` from the per-node patch. `bootstrap.sh` does the same.
`cilium-cni.yaml` cannot be passed whole: its `$patch: delete` document fails
against a base with no `inlineManifests` (issue #581). Use only the additive
second document.
Validate, then apply:
```sh
talosctl validate --config install.yaml --mode metal
talosctl apply-config --insecure -n <maintenance-ip> --file install.yaml
```
## 6. The network config will strand the node if it is wrong
Talos stops running default DHCP operators **for the entire machine** as soon as
a single new-style network document exists — the gate is presence of a document,
not success of resolution. If the configured path fails to materialise there is
no fallback on any interface, and recovery needs a console and install media.
Concretely: do not use `LinkAliasConfig` as a `VLANConfig` parent without
verifying it. Aliases *are* supported (confirmed in v1.12.6 source and by a
maintainer), but a selector matching zero links is skipped **silently**, and
`permanent_addr` comes from an ethtool ioctl with no fallback — if the driver
does not answer, the match is against an empty string and everything downstream
that references the alias does nothing.
Address links by predictable kernel name. To introduce aliases later, do it on a
node that is already up, with `talosctl apply-config --mode=try --timeout=5m`,
which rolls back on its own, and check `talosctl get linkaliasspec`.
Interface names derive from PCI topology and are stable — but not immune.
Adding a third NVMe to jupiter renumbered the buses and renamed the unused
second I226 from `enp89s0` to `enp90s0`.
## 7. EPHEMERAL placement is one-shot
```yaml
apiVersion: v1alpha1
kind: VolumeConfig
name: EPHEMERAL
provisioning:
diskSelector:
match: disk.serial == '<crucial serial>'
minSize: 50GiB
grow: true
```
Talos applies volume configuration **only when the volume does not yet exist**.
Applied afterwards it is silently ignored, and relocating EPHEMERAL then needs a
disk wipe and a fresh boot from install media. It must be in the first
`apply-config`.
Match by serial. `disk.transport == 'nvme' && !system_disk` matches the PM983 as
well, and losing that coin flip formats the OSD drive.
Verify afterwards:
```sh
talosctl -n <node> get volumestatus EPHEMERAL -o yaml | grep -E 'location|phase'
talosctl -n <node> get disks
```
## 8. The mon will not come back on its own
**This is the step that cost the most time on jupiter.** The rebuilt node has a
new MAC and therefore a new DHCP lease, but Ceph has its mon pinned to the old
address in three places. The mon cannot bind an address the host no longer has,
so it crashloops; the operator then tries to restart a *healthy* mon as its next
step, Ceph refuses because that would drop quorum, and it retries every 60
seconds forever without ever reaching the storage reconcile. Nothing else
progresses behind it.
Fix in this order — the order matters, because doing it the other way round has
the operator faithfully recreate the mon from the stale ConfigMap:
```sh
# 1. ConfigMap first
kubectl -n rook-ceph edit cm rook-ceph-mon-endpoints
# remove the dead mon from `data` and from `mapping`
# 2. then the monmap
ceph mon remove <id>
# 3. then the deployment — check it really carries the old address
kubectl -n rook-ceph get deploy rook-ceph-mon-<id> -o yaml | grep public-addr
kubectl -n rook-ceph delete deploy rook-ceph-mon-<id>
```
Rook then creates a **new** mon with the next free ID (jupiter's `c` came back
as `d`), on the correct address. It does not repair the old one.
Note mons use host ports under `network.provider: host`, so a replacement mon
cannot schedule while the broken one's deployment still holds 3300/6789 — the
canary sits `Pending` with "didn't have free ports" until the old deployment is
deleted.
## 9. Re-add the OSD
Add the node back to `cephcluster.yaml` under `storage.nodes`, naming the PM983
by `/dev/disk/by-id`:
```yaml
- name: k8s-N
devices:
- fullpath: /dev/disk/by-id/nvme-SAMSUNG_MZQLB960HAJR-00007_<serial>
```
**Not** a bare device name. Talos enumerates these drives in a different order
than Proxmox did — on jupiter `nvme0n1` is the Kingston *system* disk, and the
PM983 is `nvme2n1`. Rook would probably decline a partitioned system disk, but
that is luck rather than design.
Get the path from `talosctl -n <node> get disk <dev> -o yaml`, under `symlinks`.
## 10. Verify and restore
```sh
kubectl get nodes # Ready
talosctl -n <node> etcd members # 3 members
ceph status # 3 mons in quorum, 3 osds
ceph osd tree # OSD under the right zone/host
ceph device ls # PM983 backing the new OSD
```
Then undo the window changes: `cephfs-metadata` back to size 3, immich back to
1 replica, and `ceph config set osd osd_mclock_profile balanced` if it was
raised to `high_recovery_ops` to speed the evacuation.
The retired Crucial leaves a stale entry in `ceph device ls`. Remove it with
`ceph config-key rm device/<devid>`; the mgr's devicehealth view may lag.
## Known-stale things that will bite
- `bootstrap.sh` cannot generate a config at all right now (issue #581), so a
cold rebuild is broken independently of this work.
- Manual Woodpecker pipelines are broken (issue #582), so anything gated on
`PIPELINE == "..."` must be run another way.
- Cilium's eBPF datapath silently drops VLAN-tagged traffic unless
`bpf.vlanBypass` is set. Both `mgmt0` and `ens19` are VLAN interfaces on a
converted node. Not observed on jupiter, but it is the first place to look if
the v30iot macvlan workloads misbehave there.