Files
spinifex/docs/setting-up-your-cluster/README.md
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Ben Duncan 704874c0c7 docs: restructure install guides + new common setup guide
All 3 install guides (binary, multi-node, source) now end at the same
verification point: aws ec2 describe-instance-types. Installation is
complete when that command returns instance types.

New docs/setting-up-your-cluster/README.md is the common guide all 3
install paths point to. Covers: AMI import, SSH key creation, VPC with
public subnet (IGW + modify-subnet-attribute), instance launch with
public IP, SSH via public IP, instance lifecycle management.

Removed SSH-via-hostfwd from all guides — public subnet is the default
connectivity path. Private subnet documented as an alternative.
2026-03-20 07:10:33 +00:00

336 lines
7.2 KiB
Markdown

---
title: "Setting Up Your Cluster"
description: "Import an AMI, create a VPC with a public subnet, and launch your first EC2 instance on Spinifex."
category: "Getting Started"
tags:
- setup
- vpc
- ec2
- quickstart
badge: setup
resources:
- title: "Spinifex Repository"
url: "https://github.com/mulgadc/spinifex"
- title: "AWS EC2 CLI Reference"
url: "https://docs.aws.amazon.com/cli/latest/reference/ec2/"
---
# Setting Up Your Cluster
> Import an AMI, create a VPC with a public subnet, and launch your first instance.
This guide assumes Spinifex is already installed and running. If not, follow one of the installation guides first:
- [Binary Install (Single Node)](/docs/installing-spinifex)
- [Multi-Node Installation](/docs/installing-spinifex-multi-node)
- [Source Install](/docs/source-install)
## Table of Contents
- [1. Import an AMI](#1-import-an-ami)
- [2. Create an SSH Key](#2-create-an-ssh-key)
- [3. Create a VPC and Public Subnet](#3-create-a-vpc-and-public-subnet)
- [4. Launch an Instance](#4-launch-an-instance)
- [5. Connect via SSH](#5-connect-via-ssh)
- [6. Managing Instances](#6-managing-instances)
- [Troubleshooting](#troubleshooting)
---
## Prerequisites
Ensure the AWS profile is set:
```bash
export AWS_PROFILE=spinifex
```
## 1. Import an AMI
List available images and import one matching your architecture:
```bash
spx admin images list
```
```
NAME | DISTRO | VERSION | ARCH | BOOT
debian-12-arm64 | debian | 12 | arm64 | bios
debian-12-x86_64 | debian | 12 | x86_64 | bios
ubuntu-24.04-arm64 | ubuntu | 24.04 | arm64 | bios
ubuntu-24.04-x86_64 | ubuntu | 24.04 | x86_64 | bios
```
Import an image:
```bash
spx admin images import --name ubuntu-24.04-x86_64
```
Or import a local image file:
```bash
spx admin images import --file ~/images/ubuntu-24.04.img --distro ubuntu --version 24.04 --arch x86_64
```
Verify the import and note the AMI ID:
```bash
aws ec2 describe-images
```
## 2. Create an SSH Key
### Option A: Import an existing key
```bash
aws ec2 import-key-pair \
--key-name "spinifex-key" \
--public-key-material fileb://~/.ssh/id_rsa.pub
```
### Option B: Create a new key pair
```bash
aws ec2 create-key-pair --key-name spinifex-key \
| jq -r '.KeyMaterial | rtrimstr("\n")' > ~/.ssh/spinifex-key
chmod 600 ~/.ssh/spinifex-key
ssh-keygen -y -f ~/.ssh/spinifex-key > ~/.ssh/spinifex-key.pub
```
Verify:
```bash
aws ec2 describe-key-pairs
```
## 3. Create a VPC and Public Subnet
### Create a VPC
```bash
VPC_ID=$(aws ec2 create-vpc --cidr-block 10.200.0.0/16 \
--query 'Vpc.VpcId' --output text)
echo "VPC: $VPC_ID"
```
### Create an Internet Gateway
An Internet Gateway enables instances in public subnets to reach the internet and be reachable from the LAN/WAN.
```bash
IGW_ID=$(aws ec2 create-internet-gateway \
--query 'InternetGateway.InternetGatewayId' --output text)
aws ec2 attach-internet-gateway \
--internet-gateway-id $IGW_ID \
--vpc-id $VPC_ID
echo "IGW: $IGW_ID (attached to $VPC_ID)"
```
### Create a public subnet
A public subnet auto-assigns a routable IP to each instance, making it directly reachable from your network.
```bash
SUBNET_ID=$(aws ec2 create-subnet \
--vpc-id $VPC_ID \
--cidr-block 10.200.1.0/24 \
--query 'Subnet.SubnetId' --output text)
# Enable auto-assign public IP
aws ec2 modify-subnet-attribute \
--subnet-id $SUBNET_ID \
--map-public-ip-on-launch
echo "Subnet: $SUBNET_ID (public)"
```
### Verify
```bash
aws ec2 describe-vpcs --vpc-ids $VPC_ID
aws ec2 describe-subnets --subnet-ids $SUBNET_ID
```
## 4. Launch an Instance
Query available instance types for your hardware:
```bash
aws ec2 describe-instance-types
```
Launch an instance in the public subnet:
```bash
AMI_ID=$(aws ec2 describe-images --query 'Images[0].ImageId' --output text)
INSTANCE_ID=$(aws ec2 run-instances \
--image-id $AMI_ID \
--instance-type t3.small \
--key-name spinifex-key \
--subnet-id $SUBNET_ID \
--count 1 \
--query 'Instances[0].InstanceId' --output text)
echo "Instance: $INSTANCE_ID"
```
Wait for the instance to reach `running` state:
```bash
aws ec2 describe-instances --instance-ids $INSTANCE_ID \
--query 'Reservations[0].Instances[0].[State.Name, PrivateIpAddress, PublicIpAddress]' \
--output text
```
Expected output:
```
running 10.200.1.4 192.168.1.155
```
The instance has both a private IP (VPC overlay) and a public IP (from your external pool, routable on your network).
## 5. Connect via SSH
SSH directly to the instance's public IP:
```bash
PUBLIC_IP=$(aws ec2 describe-instances --instance-ids $INSTANCE_ID \
--query 'Reservations[0].Instances[0].PublicIpAddress' --output text)
ssh -i ~/.ssh/spinifex-key ec2-user@$PUBLIC_IP
```
> **Note:** cloud-init takes 30-60 seconds to configure the instance. If SSH is refused, wait and retry.
Once connected, verify the instance has internet access:
```bash
curl -s http://ifconfig.me
```
This should return the instance's public IP or the gateway's SNAT address.
## 6. Managing Instances
### Stop
```bash
aws ec2 stop-instances --instance-ids $INSTANCE_ID
```
### Start
```bash
aws ec2 start-instances --instance-ids $INSTANCE_ID
```
### Terminate
```bash
aws ec2 terminate-instances --instance-ids $INSTANCE_ID
```
### Console output
View the instance's serial console log (useful for debugging boot issues):
```bash
aws ec2 get-console-output --instance-id $INSTANCE_ID \
--query 'Output' --output text
```
### Multi-node: check instance placement
On a multi-node cluster, instances are distributed across nodes:
```bash
spx get vms
```
## Additional Options
### Private subnets (no public IP)
Create a subnet without `--map-public-ip-on-launch`:
```bash
PRIVATE_SUBNET=$(aws ec2 create-subnet \
--vpc-id $VPC_ID \
--cidr-block 10.200.2.0/24 \
--query 'Subnet.SubnetId' --output text)
```
Instances in private subnets get a private IP only. They can still reach the internet via SNAT through the VPC router, but are not directly reachable from your network.
### Multiple accounts
Create isolated accounts with their own resources:
```bash
spx admin account create --name myteam
export AWS_PROFILE=spinifex-myteam
```
### Web UI
The Spinifex web interface is available at `https://localhost:3000` when services are running.
---
## Troubleshooting
### Instance stuck in pending
```bash
cat ~/spinifex/logs/spinifex.log
aws ec2 describe-images
```
### SSH connection refused
cloud-init needs 30-60 seconds after boot. Check instance state:
```bash
aws ec2 describe-instances --instance-ids $INSTANCE_ID
```
### No public IP assigned
Verify the subnet has `MapPublicIpOnLaunch` enabled:
```bash
aws ec2 describe-subnets --subnet-ids $SUBNET_ID
```
If `MapPublicIpOnLaunch` is false:
```bash
aws ec2 modify-subnet-attribute --subnet-id $SUBNET_ID --map-public-ip-on-launch
```
Also verify an Internet Gateway is attached to the VPC:
```bash
aws ec2 describe-internet-gateways
```
### Instance has no internet access
Check the VPC router's NAT rules (from the host):
```bash
sudo ovn-nbctl lr-nat-list $(sudo ovn-nbctl lr-list | awk '{print $2}' | head -1)
```
Verify the default route exists:
```bash
sudo ovn-nbctl lr-route-list $(sudo ovn-nbctl lr-list | awk '{print $2}' | head -1)
```