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felhom.eu/documentation/runbooks/RUNBOOK-byo-deployment.md
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# RUNBOOK — BYO deployment (a host Felhom does NOT own)
<!--
The path for a customer's own Proxmox host. Distilled from the first live BYO onboarding (Peti,
2026-07-10: 2-node HA cluster, 26 existing guests) — every gotcha below was hit or verified live.
The defining property of BYO: STRICT CONTAINMENT — capped guest resources, write access only on
storages the owner names, VM privileges only inside the felhom pool, full reversibility.
-->
## 0. Prerequisites
1. **Hub customer** created; **retrieval passphrase** delivered to the box owner over a secure channel
(typed at a no-echo prompt — never on the command line).
2. Cloudflare tunnel + API tokens on the customer config (the dashboard publishes on their domain).
3. (Optional, recommended) **Pre-enable offsite** on the customer config — the descriptor + one-time
password wait harmlessly, and day-0 wires offsite hands-off, answering the customer-egress
reachability question in the first report cycles.
4. Owner-side facts to collect up front (one command for them: `pvesm status`):
- **storage names** for `--acl-storages` (which storages may Felhom WRITE: minimum the archive storage
`local` — and the guest-restore storage);
- is there an **LVM-thin** (`local-lvm`)? The guest restore target defaults to `local-lvm` and there is
currently NO flag to change it — a ZFS-only box needs the `--restore-storage` installer follow-up
first (open item);
- **cluster?** → node name (the installer REFUSES multi-node without an explicit `--node` — the
wrong-node footgun guard, verified live);
- agreed guest slice (cores/MiB — REQUIRED in byo mode) and vmid (default 9201; check `pct list`+
`qm list` for collisions — the owner may have 100+ guests).
## 1. The trust conversation (what the owner will ask — verified answers)
- **"Nothing changes on my system?"** Additive-only, and provable: (a) `--dry-run` prints every mutating
command with zero execution; (b) the real install prints the full host-mutation list and requires typed
consent; (c) write containment: `Datastore.Allocate/AllocateSpace` ONLY on the storages they name
(verifiable: `pveum user permissions felhom-agent@pve --path /storage/<any>`), read-only Audit
elsewhere (the monitor needs to SEE all storages — by design); (d) VM privileges exist only at
`/pool/felhom` — their existing guests are permission-unreachable; (e) no network/bridge/sysctl/HA/
storage.cfg changes; (f) `--uninstall` reverts fully.
- **Root password:** the installer ROTATES root@pam to a generated recovery credential vaulted to the hub
— tell the owner BEFORE the install, not after they're locked out of the PVE UI.
- The agent runs non-root behind a fixed-argument sudoers allowlist; disk formatting exists only for
drives the owner explicitly enrolls (type-to-confirm; data-bearing devices refused without an
operator signature).
## 2. Preflight (read-only — installs nothing, not even the agent)
```
curl -fsSL https://felhom.eu/scripts/felhom-host-install.sh -o felhom-host-install.sh \
&& sudo bash felhom-host-install.sh --customer-id <ID> --mode byo \
--cores <N> --memory <MiB> --node <node> --acl-storages "local <restore-storage> [...]" --preflight-only
```
Reads PVE version, storages, RAM, guest count; DIES with the exact remedy on findings (missing ACL
storage names, foreign DNS resolver on :53 — refuse-over-mutate). Multi-storage syntax: ONE quoted,
space-separated argument.
## 3. Install
Same command minus `--preflight-only`; passphrase at the prompt; typed consent after the mutation list.
If it fails mid-way: fix the finding and re-run with **`--resume`** (idempotent; keep the full corrected
argument list, e.g. the widened `--acl-storages`). Permission 403s at the restore step = the ACL list is
missing the storage named in the error → `--rescope-acl --acl-storages "<corrected list>"`, then `--resume`
(live-verified recovery path).
## 4. Cluster rules (verified live — hand these to the owner in writing)
- The Felhom guest is **node-local by design**: agent, guest hook (agent-installed under the node's
`local:snippets`), and physical/NAS drive binds all live on the install node.
- **Never add the guest to HA resources; never migrate it.** Four node-locality layers break on a foreign
node: binds (empty), agent (unreachable → controller shows the WRONG node's storage data), guest hook
(missing → the guest fail-closed refuses to start — a feature), and the controller's fixed
agent-endpoint. Everything self-heals on migrating back.
- The cluster itself is untouched: pveum entries replicate via pmxcfs (inert), corosync/HA/quorum are
never modified.
## 5. Verify (remote, hub-side — no SSH exists to a BYO box, by design)
Host + guest appear on the hub within a cycle; controller at the floor version (updates are floor-driven
and, since v0.112.0, credential-free — the Git Sync fields are ONLY for private catalogs); tunnel
Healthy; dashboard live on the customer domain. If offsite was pre-enabled: report shows
`offsite: pending` — proof the bridge consumed the one-time password and installed its key from the
CUSTOMER's egress. Then → RUNBOOK-escrow-ceremony (note the K prerequisite there: a BYO box without the
PBS tier needs agent ≥ v0.80.0 identity-only mode).
## 6. Data storage for apps (BYO owners rarely hand over disks)
Preferred: **NAS share (Hálózati tárhely)** — NFS or SMB, mounted host-side under `/mnt/felhom-drives/`,
role-gated bulk-userdata, automount. NFS recipe (live-verified): a DEDICATED export (never reuse their
backup share — `all_squash` would break its other clients), options
`rw,no_subtree_check,insecure,all_squash,anonuid=101000,anongid=101000`, directory owned `101000:101000`
(container uid 1000 + the unprivileged-LXC +100000 offset — the agent source documents this as the
export's job). **NFSv4 path = pseudo-root-relative** (`/export/foo` on the server → enter `/foo`).
UI uid field: the app's container uid (1000). Physical drive enrollment stays available if they dedicate
an empty disk.
## 7. Rollback
`--uninstall` (guest destroyed, agent + config + .bak purged, optional `--remove-golden`) — the promise
from Step 1, kept.