3. Set up a Cluster

3.1. Simplify Administration With a Cluster Shell

In the dark past, configuring Pacemaker required the administrator to read and write XML. In true UNIX style, there were also a number of different commands that specialized in different aspects of querying and updating the cluster.

In addition, the various components of the cluster stack (corosync, pacemaker, etc.) had to be configured separately, with different configuration tools and formats.

All of that has been greatly simplified with the creation of higher-level tools, whether command-line or GUIs, that hide all the mess underneath.

Command-line cluster shells take all the individual aspects required for managing and configuring a cluster, and pack them into one simple-to-use command-line tool.

They even allow you to queue up several changes at once and commit them all at once.

Two popular command-line shells are pcs and crmsh. Clusters from Scratch is based on pcs because it comes with CentOS, but both have similar functionality. Choosing a shell or GUI is a matter of personal preference and what comes with (and perhaps is supported by) your choice of operating system.

3.2. Install the Cluster Software

Fire up a shell on both nodes and run the following to activate the High Availability repo.

# dnf config-manager --set-enabled ha

Important

This document will show commands that need to be executed on both nodes with a simple # prompt. Be sure to run them on each node individually.

Now, we’ll install pacemaker, pcs, and some other command-line tools that will make our lives easier:

# yum install -y pacemaker pcs psmisc policycoreutils-python3

Note

This document uses pcs for cluster management. Other alternatives, such as crmsh, are available, but their syntax will differ from the examples used here.

3.3. Configure the Cluster Software

3.3.1. Allow cluster services through firewall

On each node, allow cluster-related services through the local firewall:

# firewall-cmd --permanent --add-service=high-availability
success
# firewall-cmd --reload
success

Note

If you are using iptables directly, or some other firewall solution besides firewalld, simply open the following ports, which can be used by various clustering components: TCP ports 2224, 3121, and 21064, and UDP port 5405.

If you run into any problems during testing, you might want to disable the firewall and SELinux entirely until you have everything working. This may create significant security issues and should not be performed on machines that will be exposed to the outside world, but may be appropriate during development and testing on a protected host.

To disable security measures:

[root@pcmk-1 ~]# setenforce 0
[root@pcmk-1 ~]# sed -i.bak "s/SELINUX=enforcing/SELINUX=permissive/g" /etc/selinux/config
[root@pcmk-1 ~]# systemctl mask firewalld.service
[root@pcmk-1 ~]# systemctl stop firewalld.service
[root@pcmk-1 ~]# iptables --flush

3.3.2. Enable pcs Daemon

Before the cluster can be configured, the pcs daemon must be started and enabled to start at boot time on each node. This daemon works with the pcs command-line interface to manage synchronizing the corosync configuration across all nodes in the cluster.

Start and enable the daemon by issuing the following commands on each node:

# systemctl start pcsd.service
# systemctl enable pcsd.service
Created symlink from /etc/systemd/system/multi-user.target.wants/pcsd.service to /usr/lib/systemd/system/pcsd.service.

The installed packages will create a hacluster user with a disabled password. While this is fine for running pcs commands locally, the account needs a login password in order to perform such tasks as syncing the corosync configuration, or starting and stopping the cluster on other nodes.

This tutorial will make use of such commands, so now we will set a password for the hacluster user, using the same password on both nodes:

# passwd hacluster
Changing password for user hacluster.
New password:
Retype new password:
passwd: all authentication tokens updated successfully.

Note

Alternatively, to script this process or set the password on a different machine from the one you’re logged into, you can use the --stdin option for passwd:

[root@pcmk-1 ~]# ssh pcmk-2 -- 'echo mysupersecretpassword | passwd --stdin hacluster'

3.3.3. Configure Corosync

On either node, use pcs host auth to authenticate as the hacluster user:

[root@pcmk-1 ~]# pcs host auth pcmk-1 pcmk-2
Username: hacluster
Password:
pcmk-2: Authorized
pcmk-1: Authorized

Next, use pcs cluster setup on the same node to generate and synchronize the corosync configuration:

[root@pcmk-1 ~]# pcs cluster setup mycluster pcmk-1 pcmk-2
No addresses specified for host 'pcmk-1', using 'pcmk-1'
No addresses specified for host 'pcmk-2', using 'pcmk-2'
Destroying cluster on hosts: 'pcmk-1', 'pcmk-2'...
pcmk-2: Successfully destroyed cluster
pcmk-1: Successfully destroyed cluster
Requesting remove 'pcsd settings' from 'pcmk-1', 'pcmk-2'
pcmk-1: successful removal of the file 'pcsd settings'
pcmk-2: successful removal of the file 'pcsd settings'
Sending 'corosync authkey', 'pacemaker authkey' to 'pcmk-1', 'pcmk-2'
pcmk-1: successful distribution of the file 'corosync authkey'
pcmk-1: successful distribution of the file 'pacemaker authkey'
pcmk-2: successful distribution of the file 'corosync authkey'
pcmk-2: successful distribution of the file 'pacemaker authkey'
Sending 'corosync.conf' to 'pcmk-1', 'pcmk-2'
pcmk-1: successful distribution of the file 'corosync.conf'
pcmk-2: successful distribution of the file 'corosync.conf'
Cluster has been successfully set up.

If you received an authorization error for either of those commands, make sure you configured the hacluster user account on each node with the same password.

The final corosync.conf configuration on each node should look something like the sample in Sample Corosync Configuration.

3.4. Explore pcs

Start by taking some time to familiarize yourself with what pcs can do.

[root@pcmk-1 ~]# pcs

Usage: pcs [-f file] [-h] [commands]...
Control and configure pacemaker and corosync.

Options:
    -h, --help         Display usage and exit.
    -f file            Perform actions on file instead of active CIB.
                       Commands supporting the option use the initial state of
                       the specified file as their input and then overwrite the
                       file with the state reflecting the requested
                       operation(s).
                       A few commands only use the specified file in read-only
                       mode since their effect is not a CIB modification.
    --debug            Print all network traffic and external commands run.
    --version          Print pcs version information. List pcs capabilities if
                       --full is specified.
    --request-timeout  Timeout for each outgoing request to another node in
                       seconds. Default is 60s.
    --force            Override checks and errors, the exact behavior depends on
                       the command. WARNING: Using the --force option is
                       strongly discouraged unless you know what you are doing.

Commands:
    cluster     Configure cluster options and nodes.
    resource    Manage cluster resources.
    stonith     Manage fence devices.
    constraint  Manage resource constraints.
    property    Manage pacemaker properties.
    acl         Manage pacemaker access control lists.
    qdevice     Manage quorum device provider on the local host.
    quorum      Manage cluster quorum settings.
    booth       Manage booth (cluster ticket manager).
    status      View cluster status.
    config      View and manage cluster configuration.
    pcsd        Manage pcs daemon.
    host        Manage hosts known to pcs/pcsd.
    node        Manage cluster nodes.
    alert       Manage pacemaker alerts.
    client      Manage pcsd client configuration.
    dr          Manage disaster recovery configuration.
    tag         Manage pacemaker tags.

As you can see, the different aspects of cluster management are separated into categories. To discover the functionality available in each of these categories, one can issue the command pcs <CATEGORY> help. Below is an example of all the options available under the status category.

[root@pcmk-1 ~]# pcs status help

Usage: pcs status [commands]...
View current cluster and resource status
Commands:
    [status] [--full] [--hide-inactive]
        View all information about the cluster and resources (--full provides
        more details, --hide-inactive hides inactive resources).

    resources [--hide-inactive]
        Show status of all currently configured resources. If --hide-inactive
        is specified, only show active resources.

    cluster
        View current cluster status.

    corosync
        View current membership information as seen by corosync.

    quorum
        View current quorum status.

    qdevice <device model> [--full] [<cluster name>]
        Show runtime status of specified model of quorum device provider.  Using
        --full will give more detailed output.  If <cluster name> is specified,
        only information about the specified cluster will be displayed.

    booth
        Print current status of booth on the local node.

    nodes [corosync | both | config]
        View current status of nodes from pacemaker. If 'corosync' is
        specified, view current status of nodes from corosync instead. If
        'both' is specified, view current status of nodes from both corosync &
        pacemaker. If 'config' is specified, print nodes from corosync &
        pacemaker configuration.

    pcsd [<node>]...
        Show current status of pcsd on nodes specified, or on all nodes
        configured in the local cluster if no nodes are specified.

    xml
        View xml version of status (output from crm_mon -r -1 -X).

Additionally, if you are interested in the version and supported cluster stack(s) available with your Pacemaker installation, run:

[root@pcmk-1 ~]# pacemakerd --features
Pacemaker 2.0.5-4.el8 (Build: ba59be7122)
Supporting v3.6.1:  generated-manpages agent-manpages ncurses libqb-logging libqb-ipc systemd nagios  corosync-native atomic-attrd acls cibsecrets