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clan-core/docs/site/getting-started/configure.md
2024-09-20 13:42:18 +02:00

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# Configuration - How to configure clan with your own machines
Managing machine configurations can be done in the following ways:
- writing `nix` expressions in a `flake.nix` file,
- placing `autoincluded` files into your machine directory,
- configuring everything in a simple UI (upcoming).
Clan currently offers the following methods to configure machines:
!!! Success "Recommended for nix people"
- flake.nix (i.e. via `buildClan`)
- `machine` argument
- `inventory` argument
- machines/`machine_name`/configuration.nix (`autoincluded` if it exists)
???+ Note "Used by CLI & UI"
- inventory.json
- machines/`machine_name`/hardware-configuration.nix (`autoincluded` if it exists)
!!! Warning "Deprecated"
machines/`machine_name`/settings.json
## Global configuration
In the `flake.nix` file:
- [x] set a unique `name`.
=== "**normal flake template**"
```nix title="flake.nix" hl_lines="3"
buildClan {
# Set a unique name
meta.name = "Lobsters";
# Should usually point to the directory of flake.nix
directory = ./.;
machines = {
jon = {
# ...
};
# ...
}
}
```
=== "**template using flake-parts**"
!!! info "See [Clan with flake-parts](./flake-parts.md) for help migrating to flake-parts."
```nix title="flake.nix" hl_lines="3"
clan = {
# Set a unique name
meta.name = "Lobsters";
machines = {
jon = {
# ...
};
# ...
}
};
```
## Machine configuration
Adding or configuring a new machine requires two simple steps:
### Step 1. Identify Target Disk-ID
1. Find the remote disk id by executing:
```bash title="setup computer"
ssh root@<IP> lsblk --output NAME,ID-LINK,FSTYPE,SIZE,MOUNTPOINT
```
!!! Note
Replace `<IP>` with the IP address of the machine if you don't have the avahi service running which resolves mDNS local domains.
Which should show something like:
```{.shellSession hl_lines="6" .no-copy}
NAME ID-LINK FSTYPE SIZE MOUNTPOINT
sda usb-ST_16GB_AA6271026J1000000509-0:0 14.9G
├─sda1 usb-ST_16GB_AA6271026J1000000509-0:0-part1 1M
├─sda2 usb-ST_16GB_AA6271026J1000000509-0:0-part2 vfat 100M /boot
└─sda3 usb-ST_16GB_AA6271026J1000000509-0:0-part3 ext4 2.9G /
nvme0n1 nvme-eui.e8238fa6bf530001001b448b4aec2929 476.9G
├─nvme0n1p1 nvme-eui.e8238fa6bf530001001b448b4aec2929-part1 vfat 512M
├─nvme0n1p2 nvme-eui.e8238fa6bf530001001b448b4aec2929-part2 ext4 459.6G
└─nvme0n1p3 nvme-eui.e8238fa6bf530001001b448b4aec2929-part3 swap 16.8G
```
1. Edit the following fields inside the `./machines/jon/configuration.nix` and/or `./machines/sara/configuration.nix`
```nix title="./machines/<machine>/configuration.nix" hl_lines="13 18 23 27"
{
imports = [
./hardware-configuration.nix
# contains your disk format and partitioning configuration.
../../modules/disko.nix
# this file is shared among all machines
../../modules/shared.nix
# enables GNOME desktop (optional)
../../modules/gnome.nix
];
# Put your username here for login
users.users.user.username = "__YOUR_USERNAME__";
# Set this for clan commands use ssh i.e. `clan machines update`
# If you change the hostname, you need to update this line to root@<new-hostname>
# This only works however if you have avahi running on your admin machine else use IP
clan.core.networking.targetHost = "root@__IP__";
# You can get your disk id by running the following command on the installer:
# Replace <IP> with the IP of the installer printed on the screen or by running the `ip addr` command.
# ssh root@<IP> lsblk --output NAME,ID-LINK,FSTYPE,SIZE,MOUNTPOINT
disko.devices.disk.main.device = "/dev/disk/by-id/__CHANGE_ME__";
# IMPORTANT! Add your SSH key here
# e.g. > cat ~/.ssh/id_ed25519.pub
users.users.root.openssh.authorizedKeys.keys = "__YOUR_SSH_KEY__";
# ...
}
```
!!! Info "Replace `__YOUR_USERNAME__` with the ip of your machine, if you use avahi you can also use your hostname"
!!! Info "Replace `__IP__` with the ip of your machine, if you use avahi you can also use your hostname"
!!! Info "Replace `__CHANGE_ME__` with the appropriate identifier, such as `nvme-eui.e8238fa6bf530001001b448b4aec2929`"
!!! Info "Replace `__YOUR_SSH_KEY__` with your personal key, like `ssh-ed25519 AAAAC3NzaC1lZDI1NTE5AAAAILoMI0NC5eT9pHlQExrvR5ASV3iW9+BXwhfchq0smXUJ jon@jon-desktop`"
These steps will allow you to update your machine later.
### Step 2: Detect Drivers
Generate the `hardware-configuration.nix` file for your machine by executing the following command:
```bash
clan machines update-hardware-config [MACHINE_NAME]
```
replace `[MACHINE_NAME]` with the name of the machine i.e. `jon` and `[HOSTNAME]` with the `ip_adress` or `hostname` of the machine within the network. i.e. `<IP>`
!!! Example
```bash
clan machines update-hardware-config jon
```
This command connects to the ip configured in the previous step, runs `nixos-generate-config` to detect hardware configurations (excluding filesystems), and writes them to `machines/jon/hardware-configuration.nix`.
### Step 3: Custom Disk Formatting
In `./modules/disko.nix`, a simple `ext4` disk partitioning scheme is defined for the Disko module. For more complex disk partitioning setups,
refer to the [Disko templates](https://github.com/nix-community/disko-templates) or [Disko examples](https://github.com/nix-community/disko/tree/master/example).
### Step 4: Custom Configuration
Modify `./machines/jon/configuration.nix` to personalize the system settings according to your requirements.
If you wish to name your machine to something else, do the following steps:
```
mv ./machines/jon/configuration.nix ./machines/newname/configuration.nix
```
Than rename `jon` to your preferred name in `machines` in `flake.nix` as well as the import line:
```diff
- imports = [ ./machines/jon/configuration.nix ];
+ imports = [ ./machines/__NEW_NAME__/configuration.nix ];
```
!!! Info "Replace `__NEW_NAME__` with the name of the machine"
Note that our clan lives inside a git repository.
Only files that have been added with `git add` are recognized by `nix`.
So for every file that you add or rename you also need to run:
```
git add ./path/to/my/file
```
For renaming jon to your own machine name, you can use the following command:
```
git mv ./machines/jon ./machines/newname
```
If you only want to setup a single machine at this point, you can delete `sara` from flake.nix as well as from the machines directory:
```
git rm ./machines/sara
```
### Step 5: Check Configuration
Validate your configuration by running:
```bash
nix flake check
```
This command helps ensure that your system configuration is correct and free from errors.
!!! Tip
You can integrate this step into your [Continuous Integration](https://en.wikipedia.org/wiki/Continuous_integration) workflow to ensure that only valid Nix configurations are merged into your codebase.
---
## Whats next?
- [Secrets & Facts](secrets.md): Setting up secrets with nix-sops
---