Files
pulse/docs
rcourtman d836208f16 Exchange the bootstrap token before any agent module starts (#2520)
## Problem

An agent installed by the cluster deploy flow starts with `--enroll` and
a one-time bootstrap token. Only the host module exchanged that token
for the runtime token. Everything else `main.go` builds at startup kept
the bootstrap token for the whole first process lifetime:

- the remote config client (initial fetch and the one-minute refresh)
- the updater
- the Docker / Podman and Kubernetes modules and their primary report
targets

The bootstrap token carries only the enrollment scope and the server
removes it on exchange, so each of those failed with 401 until the
service restarted. On a freshly deployed Proxmox node this showed up as
a remote config 401 every minute. Those modules also kept the
pre-enrollment agent ID instead of the server-assigned one.

## Fix

`main.go` now enrolls once, before it builds any authenticated client:

- `hostagent.Enroll` is a standalone entry point over the existing
enrollment loop. Payload, headers, retry and backoff, status handling,
and `runtime.token` / `agent-id` persistence are unchanged.
- It runs after self-test and agent-ID preparation and before the first
remote config fetch. Every module is then built from the runtime token
and the canonical agent ID.
- The ID is persisted to the configured agent-ID file, and the host
module's own enrollment is switched off so there is no second exchange.
- A persisted runtime token is reused without a request or host
discovery. A `403` keeps the configured token as a non-bootstrap
credential. A permanent rejection stops startup before any module is
built.
- Windows is gated off and keeps its previous behaviour. Startup there
runs before the service control dispatcher, and an enrollment retry
could outlast its 30-second deadline. No Windows installer passes
`--enroll`.
- Enrollment and reporting now derive hostname, OS and architecture
through one `resolveHostIdentity`, so the runtime token is bound to the
hostname the agent reports under.

## Tests

- `TestRunEnrollsBeforeBuildingAuthenticatedModules`: enrollment happens
before any request to Pulse. Remote config, the updater, and the host,
Docker and Kubernetes configs and their targets all carry the runtime
token and canonical ID, and the agent-ID file is written. With the new
step disabled, this test fails.
- `TestRunStopsBeforeModulesWhenEnrollmentIsRejected`,
`TestRunWithoutEnrollDoesNotExchangeTokens` and
`TestRunLeavesEnrollmentToTheHostModuleWhenGatedOff`.
- `TestEnroll*` cases for `Enroll`: payload and identity, the
monitoring-only command ceiling, reuse of a persisted token (including
when host discovery fails), the 403 keep, the 409 rejection, and a
missing token.
- `TestEnrollPresentsTheIdentityNewReports` checks that enrollment
presents the hostname, OS and architecture that `New` reports, with
Proxmox detection and the architecture fallback.
- `go test ./cmd/pulse-agent ./internal/hostagent
./internal/remoteconfig` passes. `go vet` is clean for linux, windows
and freebsd.

## Not in this change

- The health listener still starts after enrollment, so `/readyz` is
unreachable while enrollment retries on network errors. The installer
only warns in that case. With the health listener enabled, its
registration check now always sees the runtime token. With it disabled,
the process-only check can still race enrollment.
- Distinguishing a deploy binding mismatch from a non-bootstrap token,
which both return 403.
- Two older durability gaps that this change doesn't make worse. If
writing a custom `--agent-id-file` fails, the next start has no fallback
to the canonical ID saved in the state directory. If persisting
`runtime.token` fails, enrollment still succeeds, and the next restart
is left with the spent bootstrap token.
2026-10-05 17:05:17 +01:00
..
2026-10-04 20:04:59 +01:00
2026-08-23 09:28:44 +01:00
2026-10-04 20:04:59 +01:00
2026-10-04 20:04:59 +01:00

Pulse documentation

Start here for installation, platform setup, security, operations, and Pulse Intelligence. Commands, configuration keys, image names, API fields, and product identifiers remain untranslated in localized guides.

Start here

  • Install Pulse — signed Proxmox/Linux installation, Docker, Docker Compose, Kubernetes, and first-run setup.
  • Production deployment and security — least-privilege Proxmox setup, root-agent boundaries, discovery, supply-chain verification, plan limits, scale evidence, and a rollout checklist.
  • Upgrade from Pulse v5 — migration prerequisites, rollback, agent continuity, and post-upgrade checks.
  • Releases and update channels: choosing Stable or Preview, beta and RC expectations, and how releases are tested and promoted.
  • Configure Pulse — authentication, notifications, discovery, retention, and system settings.
  • Deployment models — data locations, lifecycle, and differences between supported deployment paths.
  • Troubleshooting and FAQ — common failures, diagnostics, and operator questions.

Localized getting started guides: Deutsch · Español

Platforms and agents

VMware vSphere support is early access. Current builds expose dedicated vSphere inventory and recovery context, but operators should validate the integration against their own vCenter before production use.

Monitoring and operations

Pulse Intelligence

Patrol watch-only analysis is available on Community with a local model or the operator's own provider. Investigation and governed fixes require the relevant Pulse Pro capabilities.

Security, privacy, and access

Plans and managed access

Pulse Cloud is not generally available. Ordinary self-hosted Pulse remains the primary installation path; MSP and Enterprise access are explicit commercial paths rather than defaults in self-hosted setup.

Development and reference

Detailed design notes and dated migration specifications may remain in this directory for maintainers, but they are not operator setup guides unless they are linked from the sections above.

Previous versions and migrations

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