add a semi-spread example deploy and a check that evaluates it
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docs/2-handbook/swarm/semi-spread-deploy.md
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docs/2-handbook/swarm/semi-spread-deploy.md
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# Example: a semi-spread deploy
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Three swarm machines and two hives, joined by a WireGuard VPN, with only the
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forge, the matrix homeserver and the swarm UI reachable from the internet. It
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is one of the in-between shapes that [`services.md`](services.md#deployment-shapes)
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supports: the swarm's services run on three machines, not on one box and not
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one per service.
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The NixOS files are in
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[`docs/examples/semi-spread/`](../../examples/semi-spread/). CI evaluates all
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five machines (`checks.module-eval-semi-spread`) and pins the facts on this
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page, so the files stay in step with the options.
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## The machines
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| machine | runs | reachable from the internet |
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| ----------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------- |
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| `swarm-central` | `swarm-controller` and the swarm UI, `swarm-bao` | the swarm UI |
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| `swarm-services` | the forge, matrix, SSO (authelia), the queue, the telemetry collector, metrics, logs and Grafana, the review classifier, notify router, claude login and CI metrics | forge, matrix, SSO login |
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| `swarm-heavyduty` | `swarm-builder`, the forge's CI runner (`swarm-ci-runner`), `swarm-attic` | nothing |
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| `hive-one` | the hive `one` | nothing |
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| `hive-two` | the hive `two`, with the same file as `hive-one` | nothing |
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Why this split:
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- **`swarm-central`** holds what every other machine depends on, and little
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else that can fail. The secret store and the controller are small.
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- **`swarm-services`** holds the services people and agents talk to all day.
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They're light, and they need the public name and port.
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- **`swarm-heavyduty`** holds the CPU, memory and disk hogs. The builder
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evaluates config pull requests nobody reviewed yet, and the CI runner runs
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pull-request code. Keeping both off the machine that holds the secret store
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limits what a bad build can reach.
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- **The hives** run the agents. They need nothing from the internet but the
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agents' own egress.
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A hive name can't contain `hive`, `agent` or `swarm`, so the machines
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`hive-one` and `hive-two` run the hives `one` and `two`. `hive.nix` takes the
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hive name from the machine's host name, which is why one file serves both.
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## What's public and what's not
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`gateway.openFirewall` opens the gateway's ports (80 and 443) on every
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interface, and the example sets it on two machines only:
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- `swarm-central` serves the swarm UI at `<swarm.domain>`.
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- `swarm-services` serves the forge (`forge.<swarm.domain>`) and the matrix
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homeserver (`chat.<swarm.domain>`). It also serves `auth.<swarm.domain>`,
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because the forge, matrix and the swarm UI send browsers there to sign in.
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**Public means the machine's gateway port is open.** A gateway is one nginx
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for everything the machine serves, so the other names on those two machines
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(Grafana, metrics, logs, the collector, the store's browser UI) answer on the
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public address too. Each sits behind SSO or a bearer token, and none of them is
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in public DNS, but they're not closed. A service you want closed goes on a
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machine that opens nothing public, like `swarm-heavyduty`.
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Everything else uses the VPN. These ports open on `wg0` only, with
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`networking.firewall.interfaces.wg0.allowedTCPPorts`:
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| machine | port on `wg0` | for |
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| ----------------- | ------------------------- | --------------------------------------------- |
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| `swarm-central` | `swarm.bao.port` (8200) | the secret store, read by every other machine |
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| `swarm-services` | `swarm.nats.port` (4222) | the queue |
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| `swarm-heavyduty` | `gateway.httpsPort` (443) | the cache, behind the gateway |
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| each hive | `gateway.httpsPort` (443) | the hive's dashboard and gateway |
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The example scopes these to `wg0` because the options that open a service's
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port, `gateway.openFirewall`, `deploy.bao.openFirewall` and
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`deploy.nats.openFirewall`, open it on every interface. The
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secret store and the queue don't rely on the VPN for their security: the store
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requires a client certificate, and the queue requires TLS and refuses clients
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it can't identify. The VPN keeps them off the internet as well.
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Every machine also opens UDP 51820 on every interface, because that's where
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the VPN's handshake arrives. The example leaves SSH to you.
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```text
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internet
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80/443 | | 80/443 UDP 51820 on all five
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swarm-central swarm-services swarm-heavyduty hive-one hive-two
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10.77.0.1 10.77.0.2 10.77.0.3 10.77.0.11 10.77.0.12
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| | | | |
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+----------------+----- wg0, 10.77.0.0/24 --------+----------+
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```
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## The VPN: raw WireGuard
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`wireguard.nix` is plain NixOS, one interface `wg0`, and it's the same file on
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all five machines. `mesh.nix` holds each machine's VPN address, public endpoint
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and public key. The file picks the machine's own entry by `networking.hostName`
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and makes the other four its peers:
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```nix
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networking.wireguard.interfaces.wg0 = {
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ips = [ "${mesh.${self}.address}/24" ];
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listenPort = 51820;
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privateKeyFile = "/etc/wireguard/wg0.key";
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peers = lib.mapAttrsToList (_: peer: {
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inherit (peer) publicKey endpoint;
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allowedIPs = [ "${peer.address}/32" ];
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persistentKeepalive = 25;
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}) (removeAttrs mesh [ self ]);
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};
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```
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To set it up:
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1. On each machine, create the private key in a file only root can read. It
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never goes in the Nix store or in the configuration:
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```bash
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install -d -m 0700 /etc/wireguard
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wg genkey | install -m 0400 /dev/stdin /etc/wireguard/wg0.key
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wg pubkey < /etc/wireguard/wg0.key
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```
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2. Put each machine's public key (the `wg pubkey` output) in `mesh.nix`. Public
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keys aren't secret, so the file is safe to commit. You do this once.
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3. Set the `address` and `endpoint` of each machine in `mesh.nix`. The example
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uses documentation addresses.
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4. Deploy. `wg show wg0` on any machine lists four peers with a recent
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handshake, and `ping 10.77.0.1` answers.
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A machine that can't take incoming connections, such as one behind NAT, sets
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`endpoint = null`. It dials the others, and the keepalive holds the NAT mapping
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open.
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**Or use tailscale, headscale or NetBird.** They hand out the keys and the
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addresses for you, so the key steps above go away. Three things change:
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- The interface is no longer `wg0`. Tailscale's is `tailscale0`
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(`services.tailscale.interfaceName`). Put its name in the firewall rules in
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place of `wg0`.
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- Drop `wireguard.nix`, and put each machine's address from your VPN into the
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`address` field of `mesh.nix`. The DNS table below reads only that field.
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- Enable the service, for example `services.tailscale.enable = true` with
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`services.tailscale.authKeyFile` pointing at a key file outside the store.
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## Reading the store
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Only `swarm-central` runs the secret store, and every service on the other
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machines reads it with a client certificate that the store's host mints. The
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example names each leaf under `/var/lib/swarm-pki/` on the machine that uses
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it. After the first deploy of `swarm-central`, copy the files from
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`/var/lib/swarm-bao-pki/` there over the VPN (for a hive, from
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`/var/lib/swarm-bao-pki/hives/<name>/`), then deploy the other machines. The
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private keys travel over a channel you trust and stay readable by root only.
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[`credentials.md`](credentials.md) lists which leaf each service reads and what
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a missing one costs. The first-run steps after the deploys are in
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[`setup.md`](../../1-getting-started/setup.md).
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## DNS
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Every service reaches another by name, so every name has to resolve on every
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machine and inside every container. Two views of it exist.
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**The public view** is a handful of records at your DNS provider, pointing at
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the two public machines:
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| name | address |
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| -------------------------------------- | --------------------------------- |
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| `<swarm.domain>` | `swarm-central`'s public address |
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| `forge.<swarm.domain>` | `swarm-services`'s public address |
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| `chat.<swarm.domain>` (the homeserver) | `swarm-services`'s public address |
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| `auth.<swarm.domain>` | `swarm-services`'s public address |
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Matrix federation and browsers use these. Names you leave out of public DNS
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(`bao.`, `nats.`, `attic.`, `otel.`, `metrics.`, `logs.`, `grafana.` and the
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hives' dashboards) don't resolve from outside.
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**The inside view** maps every swarm name to the VPN address of the machine
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that serves it, including the public names, so traffic between machines
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never uses the internet. The example does it with a static table in `dns.nix`,
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written on every machine and built from the same options the services use, so
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a renamed `swarm.*.domain` follows. Two readers need it:
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- Processes on the machine read `/etc/hosts` (`networking.hosts`).
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- Containers (agents and swarm services alike) ask the hive's resolver
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(dnsmasq). It ignores `/etc/hosts`, so the example hands it the same table
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through `services.dnsmasq.settings.addn-hosts`.
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A machine leaves out the names it serves itself. hyperhive answers those
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already, and a table entry would override its answer.
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The trade-off: a static table needs no DNS server and no extra moving part, and
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it lives in the same repository as the rest. It also means a new hive adds a
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line on every machine, and a name that moves from one machine to another is a
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rebuild everywhere. For a swarm with many hives, run a small DNS server on the
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VPN instead, answering the swarm domain with VPN addresses, and point each
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machine's upstream resolver at it for that domain. That's one place to edit,
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at the cost of one more service every lookup depends on.
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To open Grafana, the store's browser UI or a hive dashboard yourself, join the
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VPN with your own machine: add it as a peer on each machine and give it the
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same names, for example in its own `/etc/hosts`.
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## Not in the example
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- **TLS certificates the public can trust.** Without `gateway.tls.acme` or
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`gateway.tls.certDir`, the gateway serves certificates from the swarm's own
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CA, and browsers warn. Set one on `swarm-central` and `swarm-services`.
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- **SSH and the rest of your hosts' base setup.** The example touches only the
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firewall ports it needs.
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- **The hardware configuration.** Each machine's own file sets
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`networking.hostName` to one of the five names, which picks its VPN entry.
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Wiring one machine into a flake looks like this:
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```nix
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nixosConfigurations.swarm-central = nixpkgs.lib.nixosSystem {
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system = "x86_64-linux";
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modules = [
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hyperhive.nixosModules.default
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./hardware/swarm-central.nix # sets networking.hostName = "swarm-central"
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./semi-spread/common.nix
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./semi-spread/swarm-central.nix
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];
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};
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```
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`hive-one` and `hive-two` add `./semi-spread/hive.nix` instead of a
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machine-specific file.
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@ -80,6 +80,9 @@ the shapes worth naming are the ones they produce:
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`allSwarmServices`.
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- **Fully spread out.** One container / VM / machine per service,
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somewhere.
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- **Semi-spread.** The services split over a few machines by weight, hives on
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their own, and a VPN between them. A worked example with its NixOS files:
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[`semi-spread-deploy.md`](semi-spread-deploy.md).
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**These are a set, not a ladder with a correct top, and hyperhive
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supports in-between shapes.** You can set each derived toggle on its own (see
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