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This change documents how to deploy longhorn for Genestack purposes.

Signed-off-by: Kevin Carter <[email protected]>
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286 changes: 286 additions & 0 deletions docs/storage-longhorn.md
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# Longhorn

Longhorn is a lightweight, reliable, and highly available distributed block storage solution designed for Kubernetes. By default, it stores
its data in /var/lib/longhorn on each host node, keeping volumes close to where the workloads are running. This local-path approach can reduce
latency and boost performance, making Longhorn a fantastic choice for hyperconverged environments. In a hyperconverged setup, compute, networking,
and storage resources are consolidated on the same nodes, eliminating the need for separate storage servers. With Longhorn’s default storage path
and straightforward deployment, clusters become simpler to manage and scale while maintaining robust data protection, snapshots, and backups across
the infrastructure.

## Setup and Installation of the Longhorn Storage Provider

This guide walks through installing and configuring Longhorn, a lightweight, reliable, and powerful distributed block storage system for Kubernetes.
By following these steps, you'll set up the necessary host prerequisites, configure the Helm chart values, deploy Longhorn via Helm, and optionally
create an encrypted StorageClass.

### Node Pre-Work

Longhorn requires that every node participating in storage has certain system packages installed to enable iSCSI and encryption features. Specifically,
the `iscsiadm` (iSCSI initiator utilities) and `cryptsetup` (encryption utilities) packages must be installed on every Kubernetes node that will provide
storage to the Longhorn cluster.

**Why these packages?**

- **iscsiadm**: Longhorn uses iSCSI under the hood to expose block devices to pods. Without iSCSI, the block devices cannot be properly mounted.
- **cryptsetup**: If you later choose to enable volume encryption, you will need `cryptsetup` to handle the encryption operations.

#### Example Installation on Debian-based Systems

If your nodes are running a Debian-based distribution such as Ubuntu or Debian itself, you can install `iscsiadm` and `cryptsetup` with:

``` shell
apt update
apt -y install open-iscsi cryptsetup
```

!!! note

Adjust the package installation command for your specific Linux distribution if you are not using a Debian-based system.

#### Storage Node Setup

Longhorn will create volumes under the `/var/lib/longhorn` directory on each node. Ensure that this directory has enough space to accommodate the volumes
you plan to create. If you have a separate disk or partition that you want to use for Longhorn volumes, you can mount it at `/var/lib/longhorn` before
installing Longhorn.

### Helm Setup

Helm is a popular package manager for Kubernetes that allows you to install applications from “charts.” Longhorn is distributed via an official Helm chart,
so the first step is to add the Longhorn chart repository to Helm and update your local repo index to retrieve the latest chart information.

``` shell
helm repo add longhorn https://charts.longhorn.io
helm repo update
```

This ensures that Helm knows about the Longhorn chart and can install or upgrade to the correct version.

### Label the Storage Nodes

Longhorn can run on all of your cluster nodes, or you can restrict it to specific nodes. Labeling nodes helps control where Longhorn components (managers, drivers, etc.)
are scheduled. By labeling only certain nodes, you ensure that these nodes handle storage-related operations.

Use the following command to label a node to be part of the Longhorn storage cluster:

``` shell
kubectl label node ${NODE_NAME} longhorn.io/storage-node=enabled
```

Replace `${NODE_NAME}` with the name of your node. If you have multiple storage nodes, run this command against each one.

### Create the Helm Values File

Before deploying Longhorn, it’s best practice to customize the chart’s values to suit your environment. One of the most common customizations is telling Longhorn where to run
its services and components—in this case, on nodes that have the label `longhorn.io/storage-node=enabled`.

1. Create the override file at `/etc/genestack/manifests/longhorn.yaml`.
2. Copy the following YAML content into that file. (Adapt as needed.)

!!! example "longhorn.yaml"

``` yaml
longhornManager:
nodeSelector:
longhorn.io/storage-node: "enabled"
longhornDriver:
nodeSelector:
longhorn.io/storage-node: "enabled"
longhornUI:
nodeSelector:
longhorn.io/storage-node: "enabled"
longhornConversionWebhook:
nodeSelector:
longhorn.io/storage-node: "enabled"
longhornAdmissionWebhook:
nodeSelector:
longhorn.io/storage-node: "enabled"
longhornRecoveryBackend:
nodeSelector:
longhorn.io/storage-node: "enabled"
```

!!! note "Explanation"

- `nodeSelector` ensures that the respective component is only scheduled onto nodes labeled `longhorn.io/storage-node=enabled`.
- This configuration helps separate storage responsibilities from other workloads if you have a mixed cluster.

For additional customization, you can review the full list of supported values in Longhorn’s
[values.yaml](https://raw.githubusercontent.com/longhorn/charts/master/charts/longhorn/values.yaml).

### Run the Deployment

With your values file in place, you can now deploy Longhorn using the `helm upgrade --install` command. This command will install Longhorn if it is not
installed yet, or upgrade it if an older version is already present. The `--create-namespace` flag ensures the namespace is created if it does not exist.

``` shell
helm upgrade --install longhorn longhorn/longhorn \
--namespace longhorn-system \
--create-namespace \
--version 1.7.2 \
-f /etc/genestack/manifests/longhorn.yaml
```

!!! note "Breaking this down"

- **`upgrade --install`**: Installs or upgrades your release.
- **`--namespace longhorn-system`**: Puts all the Longhorn resources into the `longhorn-system` namespace.
- **`--create-namespace`**: Creates the namespace if it does not exist already.
- **`--version 1.7.2`**: Installs a specific version (1.7.2).
- **`-f /etc/genestack/manifests/longhorn.yaml`**: Applies your custom values file.

## Validate the Deployment

After the Helm deployment finishes, you’ll want to verify that everything is running correctly.

1. **Check the Longhorn pods**

``` shell
kubectl -n longhorn-system get pod
```
This should show multiple pods such as `longhorn-manager`, `longhorn-driver`, `longhorn-ui`, etc. They should eventually report a `Running` or `Ready` status.

2. **Check the Longhorn Nodes**

``` shell
kubectl -n longhorn-system get nodes.longhorn.io
```
This will show the nodes known to the Longhorn system, verifying that Longhorn has recognized and is managing them.

3. **Run a test Pod with a Longhorn Persistent Volume**

``` shell
kubectl create -f https://raw.githubusercontent.com/longhorn/longhorn/v1.7.2/examples/pod_with_pvc.yaml
```
This sample manifest creates a test Pod that uses a PersistentVolumeClaim (PVC) managed by Longhorn. It helps confirm that Longhorn can successfully provision and attach storage.

4. **Validate the Volume State**

``` shell
kubectl -n longhorn-system get volumes.longhorn.io
```

You should see an entry for the newly created volume, and it should be in an attached, healthy state if everything is working.

!!! example "Example Output"

```
NAME DATA ENGINE STATE ROBUSTNESS SCHEDULED SIZE NODE AGE
pvc-42c89b53-f08e-4d69-9d4d-cd2297f2c280 v1 attached healthy 2147483648 compute-0.cloud.cloudnull.dev.local 54s
```

Once you verify the test deployment, you can remove the Pod and related resources if you like. This helps keep your cluster clean if the test is no longer needed.

## (Optional) Create an Encrypted StorageClass

If you want to enable data encryption, you can create an encrypted StorageClass. This feature encrypts the data at rest within the Longhorn volumes. Opting for the
encryption feature, your data remains secure and encrypted on the underlying disks.

### Steps to Create an Encrypted StorageClass

1. **Generate a global secret** containing the encryption passphrase (or key).
2. **Create the encrypted StorageClass** that references this secret, ensuring that volumes created using this StorageClass are automatically encrypted.

Below is an example combined manifest. Save this content to `/etc/genestack/manifests/longhorn-encrypted-storageclass.yaml`.

!!! example "longhorn-encrypted-storageclass.yaml"

``` yaml
apiVersion: v1
kind: Secret
metadata:
name: longhorn-crypto
namespace: longhorn-system
stringData:
CRYPTO_KEY_VALUE: "Your encryption passphrase" # Be sure to replace this with your own passphrase
CRYPTO_KEY_PROVIDER: "secret"
CRYPTO_KEY_CIPHER: "aes-xts-plain64"
CRYPTO_KEY_HASH: "sha256"
CRYPTO_KEY_SIZE: "256"
CRYPTO_PBKDF: "argon2i"
---
kind: StorageClass
apiVersion: storage.k8s.io/v1
metadata:
name: general-encrypted
provisioner: driver.longhorn.io
allowVolumeExpansion: true
reclaimPolicy: Delete
volumeBindingMode: Immediate
parameters:
numberOfReplicas: "3"
staleReplicaTimeout: "2880"
fromBackup: ""
fsType: "ext4"
encrypted: "true"
csi.storage.k8s.io/provisioner-secret-name: "longhorn-crypto"
csi.storage.k8s.io/provisioner-secret-namespace: "longhorn-system"
csi.storage.k8s.io/node-publish-secret-name: "longhorn-crypto"
csi.storage.k8s.io/node-publish-secret-namespace: "longhorn-system"
csi.storage.k8s.io/node-stage-secret-name: "longhorn-crypto"
csi.storage.k8s.io/node-stage-secret-namespace: "longhorn-system"
```

!!! info "Explanation of Key Fields"

**Secret References**: Points to the `longhorn-crypto` secret so that the driver can retrieve encryption keys.

**Secret**

- `CRYPTO_KEY_VALUE`: The encryption passphrase/string.
- `CRYPTO_KEY_PROVIDER`: Specifies which key provider Longhorn uses (in this case, `secret`).
- `CRYPTO_KEY_CIPHER`: The cipher algorithm (e.g., `aes-xts-plain64`).
- `CRYPTO_KEY_SIZE`: The encryption key size in bits.
- `CRYPTO_PBKDF`: Determines the password-based key derivation function.

**StorageClass**

- `provisioner: driver.longhorn.io`: Uses the Longhorn CSI driver.
- `allowVolumeExpansion: true`: Allows you to resize volumes after creation.
- `reclaimPolicy: Delete`: Automatically deletes the underlying volume when the PVC is deleted.
- `encrypted: "true"`: Ensures volumes are encrypted.

After applying this manifest, a new `StorageClass` named `general-encrypted` will be available. Any PVC you create referencing this StorageClass will
automatically generate an encrypted Longhorn volume.

## General StorageClass

Longhorn will provide two default StorageClasses: `longhorn` and `longhorn-static`. The `longhorn` StorageClass is the default and is suitable for
most use cases. It dynamically provisions volumes with the default settings. The `longhorn-static` StorageClass is for users who want to manually
specify the number of replicas for a volume. This StorageClass is useful for workloads that require a specific number of replicas for data redundancy.

For the purposes of Genestack, it is recommended that you create the `general` StorageClass to avoid deployment confusion. You can do this with the default
longhorn values by dumping the StorageClass and renaming it to `general`.

``` shell
kubectl get storageclass longhorn -o yaml > /etc/genestack/manifests/longhorn-general-storageclass.yaml
```

!!! example "longhorn-general-storageclass.yaml"

``` yaml
kind: StorageClass
apiVersion: storage.k8s.io/v1
metadata:
name: general-encrypted
provisioner: driver.longhorn.io
allowVolumeExpansion: true
reclaimPolicy: Delete
volumeBindingMode: Immediate
parameters:
numberOfReplicas: "3"
staleReplicaTimeout: "2880"
fromBackup: ""
fsType: "ext4"
```

Edit the file and change the `name` fields to `general`. Then apply the manifest to create the `general` StorageClass.

``` shell
kubectl apply -f /etc/genestack/manifests/longhorn-general-storageclass.yaml
```

With the StorageClass created, you can now use it in your PVCs to dynamically provision Longhorn volumes with the desired settings.
Longhorn should now be operating as a high-availability, cloud-native storage solution in your Kubernetes environment. You can use
Longhorn’s UI or CLI to manage and monitor volumes, snapshots, backups, and more.

Review the upstream Longhorn [documentation](https://longhorn.io/docs) for more information on how to use the Longhorn UI and CLI.
1 change: 1 addition & 0 deletions docs/storage-overview.md
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Expand Up @@ -28,6 +28,7 @@ persistent storage options, not all of them are needed.
| [External Block - Bring Your Own Storage](storage-external-block.md) |
| [NFS - External](storage-nfs-external.md) |
| [TopoLVM - In Cluster](storage-topolvm.md) |
| [Longhorn - In Cluster](storage-longhorn.md) |

## Storage Deployment Demo

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1 change: 1 addition & 0 deletions mkdocs.yml
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Expand Up @@ -170,6 +170,7 @@ nav:
- NFS External: storage-nfs-external.md
- TopoLVM: storage-topolvm.md
- External Storage CSI: storage-external-block.md
- Longhorn: storage-longhorn.md
- Secrets:
- Sealed Secrets: sealed-secrets.md
- Infrastructure:
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