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nixos/docs/auto-installer.md
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beatzaplentyandClaude Sonnet 5 a351cbcf80 Give linode-* hosts a real Disko config, simplify auto-install.sh
Linode provisions and sizes /dev/sda (root) and /dev/sdb (swap) itself
as whole, unpartitioned block devices before the OS ever boots.
modules/disko/linode.nix declares them with destroy = false (skips
Disko's wipe stage for these disks entirely) and a bare filesystem/swap
content type matching that existing layout, so re-running it against an
already-provisioned disk only mkfs/mkswaps if blkid shows it isn't
formatted yet -- never repartitions or destroys data.

With every host reachable through the installer menu now carrying a
Disko config, auto-install.sh no longer needs to probe the flake and
branch between `disko --mode destroy,format,mount` and a bind-mount
fallback -- it just always runs Disko.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01La55Nsss8jZ7ZuzUV9mfot
2026-07-20 08:04:34 +10:00

217 lines
9.8 KiB
Markdown

# Auto-installer
This flake builds a self-contained NixOS installer environment that can
install any host exposed by its own `nixosConfigurations`. It was migrated
from a formerly-separate `nix-auto-installer` repo — everything it did now
lives here.
The installer provides a small NixOS install environment (ISO, or the same
image netbooted via PXE) with SSH access, Git support, and an interactive
installation script.
Logging in as any user (root or `nixos`) runs `/etc/auto-install.sh`,
discovers available hosts from this same flake, lets the operator choose a
target, applies that host's Disko storage configuration, installs NixOS, and
reboots.
**This applies to every `nixosConfigurations` target except `lxc-*` hosts —
see "LXC hosts" immediately below for why those are different.**
## LXC hosts
`lxc-*` targets (`lxc-minimal`, `lxc-nix-cache`, `lxc-server`, `lxc-docker`,
`lxc-gui`, `lxc-pxe-boot`) are **not** installed via `auto-install.sh` — the
interactive menu deliberately excludes them. Don't try to select one there;
`nixos-install` would bind-mount `/` onto `/mnt` (LXC containers have no raw
disk to partition) and then refuse to touch the filesystem it's currently
running on — it's designed to protect exactly this case, so it just fails.
`modules/platforms/lxc.nix` imports nixpkgs' own
`virtualisation/proxmox-lxc.nix` module, which gives every `lxc-*` host a
`config.system.build.tarball` output — a complete, directly Proxmox-importable
container image, no install step at all:
```sh
nix build .#nixosConfigurations.lxc-minimal.config.system.build.tarball
```
Then, on the Proxmox host, `pct restore` (or the GUI's "Create CT" → upload
template flow) that tarball directly as a new container. First boot runs
`boot.postBootCommands` (registers the Nix store DB and system profile) —
there's no separate activation step to run yourself.
Host keys still need pre-seeding the same way as any other host (see "Host
keys" below) — the sops-nix activation-vs-first-boot race is identical
regardless of how the image reaches the machine. `NIXOS_HOST_KEYS_DIR=...
nix build ... --impure` bakes the matching key into the tarball the same way
it does for the ISO/PXE installer images.
## Layout
- `modules/installer/common.nix` — shared by every installer target: SSH
access, users, the generated `/etc/auto-install.sh` script, and the
`programs.bash.loginShellInit` hook that runs it on login.
- `modules/installer/iso.nix` — ISO/netboot-specific: imports the stock
`installation-cd-minimal.nix` module plus `common.nix`. Also used, paired
with `netboot-minimal.nix`, to build the PXE netboot variant (see
`docs/pxe-boot.md`).
- `modules/installer/host-keys.nix` — optionally bakes pre-generated SSH
host keys into the image; see "Host keys" below.
- `scripts/prepare-host-key.sh` — admin-workstation pre-flight tool, see
"Creating a New Machine" below.
Flake outputs:
```nix
nixosConfigurations.installer # ISO/netboot installer image
packages.x86_64-linux.iso # installer ISO/netboot image
packages.x86_64-linux.pxe # netboot-ipxe + netboot-initrd + netboot-kernel, bundled
```
```sh
nix build .#iso
nix build .#pxe
```
There's no `nixosConfigurations.proxmox-lxc` (installer-boots-as-an-LXC-
container) or `packages.x86_64-linux.lxc`/`.all` anymore. Both existed only
to let the installer itself run as an LXC container so you could
`nixos-install` some *other* host from within it — but LXC targets are
excluded from the install menu (same bind-mount problem as any LXC
`nixos-install`), and now have their own direct tarball path anyway (see
"LXC hosts" above), which left the installer's own LXC form with no real
use case.
The `pxe` variant is also built automatically as part of the `pxe-boot` host
itself (`modules/pxe-boot/stage-installer-artifacts.nix`) and served over
iPXE — see `docs/pxe-boot.md`.
## Host keys
`sops-nix` derives each host's decryption key from its own
`/etc/ssh/ssh_host_ed25519_key`, generated at **activation** time — before
systemd would otherwise generate one on first boot. Without pre-seeding this
key, secrets (including the root/nixos login password) fail to decrypt on a
genuinely fresh install.
Generated host keys live in `host-keys/` at the repo root (`ssh_host_ed25519_key`
+ `.pub` pairs per hostname). This directory is **gitignored on purpose**
private key material must never be committed — which also means flakes can't
see it through a normal relative path. `modules/installer/host-keys.nix`
reads it through `builtins.getEnv`, which Nix silently returns as an empty
string under normal (non-`--impure`) evaluation, so the module is a no-op —
safe by default, including in CI — unless explicitly opted into:
```sh
NIXOS_HOST_KEYS_DIR="$(pwd)/host-keys" nix build .#iso --impure
```
When built this way, every key currently in `host-keys/` is baked into the
image at `/etc/host-keys/<hostname>_ssh_host_ed25519_key(.pub)`, and
`auto-install.sh` automatically installs whichever one matches the flake
target selected at install time — no manual per-host scp step needed.
**Trade-off, accepted deliberately for this LAN-only setup:** baking keys in
means every key present in `host-keys/` at build time becomes readable by
anyone who can reach the built image — including, for the PXE variant, anyone
who can reach the `pxe-boot` host's unauthenticated HTTP server. This is
considered acceptable here because `pxe-boot` sits behind LAN-only network
infrastructure, not the open internet. If that ever changes, reconsider this
default.
`auto-install.sh` still supports the older manual path as a fallback: if a
host's key isn't baked in (`/etc/host-keys`), it checks `/root/host-keys`
next, where you can `scp` a key in after boot, same as before this migration.
## Storage
Disk partitioning is handled by Disko — the installer has no hardcoded
`parted`/`mkfs`/`mkswap`/`mount` commands, and `auto-install.sh` runs
`disko --mode destroy,format,mount` unconditionally, no branching on whether
the target has a Disko config. Every host reachable through this menu has
one:
- `proxmox-*` (`modules/disko/proxmox.nix`): a real GPT partition table
(ESP + swap + root) on `/dev/sda`.
- `linode-*` (`modules/disko/linode.nix`): Linode provisions and sizes
`/dev/sda`/`/dev/sdb` itself as whole, unpartitioned block devices before
the OS ever boots, so this declares them with `destroy = false` (skips
disko's wipe stage for these disks entirely — see the option's own docs)
and a bare `filesystem`/`swap` content type with no partition table, and
the format step it does run only calls `mkfs`/`mkswap` if `blkid` shows
the device isn't already formatted — a re-run against an
already-provisioned Linode disk is a no-op, not a wipe.
`lxc-*` is the only category without one — it's excluded from this menu
entirely (see "LXC hosts" above), so it never reaches this code path.
## Installer process
`/etc/auto-install.sh`:
1. Queries `nixosConfigurations` from this flake over the network (`git+https://<lanDomain>/beatzaplenty/nixos.git`) — this happens at *install* time, not build time, so a generic installer image always sees whatever hosts are currently committed, without needing a rebuild.
2. Presents them as a menu; confirms the choice.
3. Skips the `nix-cache` substituter when installing a `nix-cache` host itself (consistent with that host's own runtime config).
4. Runs `disko --mode destroy,format,mount` (see "Storage" above — every host reachable through this menu has a Disko config, so this is unconditional).
5. Installs the target's SSH host key from `/etc/host-keys` or `/root/host-keys` (see "Host keys" above).
6. Runs `nixos-install --flake <url>#<choice> --no-root-password`.
7. Cleans up and reboots.
## Creating a new machine
Do this instead of jumping straight to a plain install whenever the target
host consumes any sops-nix secret — as of this writing, that's every host
(`modules/common/configuration.nix` puts the root/nixos password hash and the
GitHub token behind sops-nix for all of them).
1. **On your admin workstation**, decide the new machine's flake target name
(`<platform>-<buildtype>`, e.g. `proxmox-server`) and generate + register
its host key:
```sh
./scripts/prepare-host-key.sh <hostname>
```
This generates `host-keys/<hostname>_ssh_host_ed25519_key(.pub)` and
prints the `.sops.yaml` snippet to add, which secrets files to
re-encrypt it into, and the next steps below.
2. **Edit `.sops.yaml`** with the printed snippet, then re-encrypt every
secrets file you added the new host to:
```sh
nix-shell -p sops --run 'sops updatekeys secrets/common.yaml'
```
3. **Commit and push.** The flake build the installer uses has to see the
new recipient before you install, or decryption fails on first boot
regardless of the next step.
4. **Build the installer image with keys baked in** (or reuse an already-serving `pxe-boot` host, which does this automatically once redeployed):
```sh
NIXOS_HOST_KEYS_DIR="$(pwd)/host-keys" nix build .#iso --impure
```
5. **Boot it on the target machine**, log in, select the new host's flake
target from the menu, confirm. `auto-install.sh` finds the baked-in key,
runs Disko + `nixos-install`, and reboots.
6. **Verify after reboot:**
```sh
ssh <new-host> ls /run/secrets/
```
If that's empty or login fails, the host's age key most likely wasn't in
`.sops.yaml` (or wasn't re-encrypted into the secrets file it needs) when
`nixos-install` ran — fix `.sops.yaml`/`secrets/*.yaml`, push, then re-run
`nixos-install --flake .#<hostname> --no-root-password` from a rescue
environment against the existing `/mnt`, or just redo the install.
## Safety
This installer is destructive: `disko --mode destroy,format,mount` erases
any disk defined by the selected host's Disko configuration. Always verify
the selected host profile and target machine before confirming.