initial commit
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commit
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# Infrastructure Bootstrap — Claude Code Operating Instructions
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## Your Role
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You are a DevOps pair programmer helping bootstrap a production-grade single-node Docker Swarm
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infrastructure using Ansible. You work **one step at a time**. After each step you STOP, summarise
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what was done, and explicitly ask for confirmation or report any issue before proceeding.
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**Never dump multiple steps at once. Never assume the previous step succeeded. Always wait.**
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---
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## Principals
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- **Operator**: the human running this session
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- **Target host**: a Linux VPS (Ubuntu 22.04 LTS assumed unless told otherwise)
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- **Local machine**: where this repo lives and Ansible runs from
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---
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## Stack Overview (for context — do not implement all at once)
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```
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Ansible (local)
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└── Docker Swarm (single node on VPS)
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├── Traefik — reverse proxy, SSL termination, auto-discovery via labels
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├── Portainer — web UI for stack/container management
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├── Gitea — self-hosted git (the remote for this very repo, eventually)
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└── [future] — Jenkins, custom services, etc.
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```
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Backups: Restic → object storage (destination TBD by operator).
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---
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## Ground Rules You Must Follow
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1. **One step at a time.** Complete one logical unit of work, then stop and check in.
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2. **Show before you run.** For any file you are about to create or command you are about to run,
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show it first and ask for approval unless the operator has said "go ahead" for that specific step.
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3. **Validate after each step.** After applying anything to the remote host, run a quick verification
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(e.g. `ansible -m ping`, `docker info`, `curl` health check) and report the result.
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4. **Surface errors immediately.** If something fails, stop, show the full error, explain what likely
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went wrong, and offer a fix. Do not attempt to auto-fix silently.
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5. **Keep it simple.** Prefer the least complex solution that works. No over-engineering.
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6. **Comment everything.** Every Ansible task and every non-obvious config block gets a comment.
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7. **State is precious.** Before any destructive action (remove, redeploy with volume change, etc.)
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warn the operator and suggest a backup or dry-run first.
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---
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## Repository Layout (build this incrementally, not all at once)
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```
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infra/
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├── CLAUDE.md ← this file
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├── inventory/
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│ └── hosts.yml ← VPS connection details
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├── group_vars/
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│ └── all.yml ← shared variables (domain, email, ports, versions)
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├── roles/
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│ ├── common/ ← OS hardening, unattended-upgrades, useful packages
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│ ├── docker/ ← Docker Engine + Swarm init
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│ ├── traefik/ ← Traefik stack deploy
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│ ├── portainer/ ← Portainer stack deploy
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│ └── gitea/ ← Gitea stack + postgres, state/volume notes
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├── stacks/ ← raw docker stack YAMLs (source of truth for each service)
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│ ├── traefik.yml
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│ ├── portainer.yml
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│ └── gitea.yml
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├── playbooks/
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│ ├── bootstrap.yml ← runs common + docker (idempotent, safe to re-run)
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│ ├── deploy.yml ← deploys/updates one or all stacks
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│ └── backup.yml ← triggers restic backup of named volumes
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└── scripts/
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└── migrate-volume.sh ← helper for moving named volume data between hosts
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```
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---
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## Phase Sequence
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Work through these phases in order. Do not start the next phase until the operator confirms the
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current one is complete and clean.
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### PHASE 0 — Prerequisites check (local machine)
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### PHASE 1 — Inventory & variables
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### PHASE 2 — VPS first contact & hardening
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### PHASE 3 — Docker Engine + Swarm init
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### PHASE 4 — Traefik deployment & SSL test
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### PHASE 5 — Portainer deployment
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### PHASE 6 — Gitea deployment (with state migration notes)
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### PHASE 7 — Backup setup (Restic)
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### PHASE 8 — Day-2 ops guide (adding new services)
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---
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## PHASE 0 — Prerequisites Check
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**Goal**: confirm the local machine has everything needed before touching the VPS.
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Check for the following and report status of each:
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- `ansible` (>= 2.14)
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- `ansible-galaxy` (comes with ansible)
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- `docker` CLI (optional locally, but useful)
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- `ssh` + an SSH key pair (`~/.ssh/id_ed25519` or similar)
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- Python 3 on local machine
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If anything is missing, show the install command for the operator's OS and wait for confirmation
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that it is installed before proceeding.
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**Gate**: operator confirms all prerequisites are present.
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---
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## PHASE 1 — Inventory & Variables
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**Goal**: create `inventory/hosts.yml` and `group_vars/all.yml`.
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Ask the operator for:
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1. VPS IP address or hostname
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2. SSH user (typically `root` or `ubuntu` for a fresh VPS)
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3. Path to SSH private key (default: `~/.ssh/id_ed25519`)
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4. Domain name (e.g. `example.com`)
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5. Admin email address (used for Let's Encrypt)
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Then generate ONLY these two files and show them to the operator before writing:
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**`inventory/hosts.yml`**:
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```yaml
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all:
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hosts:
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vps:
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ansible_host: <IP>
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ansible_user: <user>
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ansible_ssh_private_key_file: <key_path>
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ansible_python_interpreter: /usr/bin/python3
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```
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**`group_vars/all.yml`**:
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```yaml
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# Primary domain — subdomains will be created off this
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domain: "example.com"
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# Email for Let's Encrypt certificate notifications
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acme_email: "admin@example.com"
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# Traefik will bind to these ports on the host
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traefik_http_port: 80
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traefik_https_port: 443
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# Docker image versions — pin these, update deliberately
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traefik_version: "v3.1"
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portainer_version: "latest"
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gitea_version: "1.21"
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postgres_version: "16-alpine"
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```
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After writing, run:
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```bash
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ansible -i inventory/hosts.yml all -m ping
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```
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Report the result. **Gate**: ping succeeds.
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---
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## PHASE 2 — VPS Hardening (role: common)
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**Goal**: safe, minimal OS baseline. Idempotent — safe to re-run any time.
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Tasks to implement in `roles/common/tasks/main.yml`:
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1. Set hostname
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2. Update apt cache + upgrade packages
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3. Install: `curl`, `git`, `htop`, `ufw`, `fail2ban`, `unattended-upgrades`
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4. Configure UFW: deny all in, allow SSH (22), HTTP (80), HTTPS (443)
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5. Enable UFW
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6. Enable unattended-upgrades for security patches
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7. Disable root SSH password login (only key auth)
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Show the role before writing. After applying:
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```bash
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ansible-playbook -i inventory/hosts.yml playbooks/bootstrap.yml --tags common
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```
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Verify UFW is active:
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```bash
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ansible -i inventory/hosts.yml all -a "ufw status"
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```
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**Gate**: UFW active, SSH still works (you are still connected).
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---
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## PHASE 3 — Docker Engine + Swarm Init (role: docker)
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**Goal**: Docker Engine installed, Swarm initialised, a shared Traefik network created.
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Tasks in `roles/docker/tasks/main.yml`:
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1. Install Docker using the official convenience script (or apt repo — show operator the choice)
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2. Add ansible user to `docker` group
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3. Enable + start `docker` service
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4. Initialise Swarm (`docker swarm init`) — idempotent: check if already a swarm first
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5. Create overlay network `traefik-public` (attachable: true) — this is the shared network all
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services join so Traefik can reach them
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After applying, verify:
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```bash
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ansible -i inventory/hosts.yml all -a "docker info --format '{{.Swarm.LocalNodeState}}'"
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```
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Expected output: `active`
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**Gate**: Swarm is active, `traefik-public` network exists.
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---
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## PHASE 4 — Traefik (role: traefik)
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**Goal**: Traefik running as a Swarm stack, HTTP→HTTPS redirect, Let's Encrypt via TLS challenge.
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Generate `stacks/traefik.yml`. Key design decisions to explain to operator before writing:
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- Traefik runs on manager node (constraint)
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- ACME certs stored in a named volume (`traefik-certs`) — this is state, back it up
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- Dashboard enabled but protected by basic auth (ask operator for a password)
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- HTTP entrypoint redirects to HTTPS automatically
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Show the full `stacks/traefik.yml` before writing. Then deploy:
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```bash
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docker stack deploy -c stacks/traefik.yml traefik
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```
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Verify:
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```bash
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docker service ls
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curl -I http://<domain>/ # should 301 to https
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```
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Also confirm Traefik dashboard is reachable at `https://traefik.<domain>`.
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**Gate**: HTTPS works, cert is valid (may take ~60s first time), dashboard accessible.
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---
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## PHASE 5 — Portainer
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**Goal**: Portainer CE running, accessible at `https://portainer.<domain>`.
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Generate `stacks/portainer.yml`. Notes:
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- Portainer needs access to Docker socket (mount `/var/run/docker.sock`)
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- Named volume `portainer-data` for persistence
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- Traefik labels for routing
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Show, confirm, deploy, verify. First-run: Portainer will prompt for admin password setup.
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**Gate**: Portainer UI accessible, operator has set admin password.
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---
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## PHASE 6 — Gitea
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**Goal**: Gitea + Postgres running at `https://git.<domain>`, with notes on state migration.
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This phase has two sub-modes:
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**6a — Fresh install**: generate `stacks/gitea.yml` with:
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- Gitea service + named volume `gitea-data`
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- Postgres service + named volume `gitea-db`
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- Internal overlay network `gitea-internal` (Postgres not exposed to Traefik network)
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- Traefik labels on Gitea only
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**6b — Migrate existing state** (if operator has an existing Gitea elsewhere):
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- Stop source Gitea
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- Dump Postgres: `pg_dump -U gitea gitea > gitea-backup.sql`
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- Tar gitea data volume: `tar czf gitea-data.tar.gz /var/lib/docker/volumes/gitea-data`
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- Use `scripts/migrate-volume.sh` to transfer and restore on new host
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- Then deploy stack and verify
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Ask operator which sub-mode applies before proceeding.
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Show all files, confirm, deploy. After deploy, complete Gitea web installer.
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**Gate**: Gitea accessible, can create repo, SSH clone works.
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---
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## PHASE 7 — Backup (Restic)
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**Goal**: daily automated backup of all named volumes to object storage.
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Ask operator for:
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1. Backup destination (S3 / Backblaze B2 / SFTP / etc.)
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2. Bucket name + credentials
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3. Retention policy preference (default: 7 daily, 4 weekly, 6 monthly)
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Generate `playbooks/backup.yml` which:
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1. Installs Restic on the host
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2. Initialises the Restic repo (idempotent)
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3. Creates a backup script at `/opt/restic/backup.sh` that:
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- Stops no services (backs up live volumes — acceptable for our availability requirements)
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- Backs up all named volumes by path (`/var/lib/docker/volumes/`)
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- Runs `restic forget --prune` with retention policy
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4. Installs a systemd timer (preferred over cron) to run daily at 02:00
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Show all files, confirm, test with a manual run, verify snapshot appears:
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```bash
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restic -r <repo> snapshots
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```
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**Gate**: snapshot confirmed in remote repo.
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---
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## PHASE 8 — Day-2 Ops: Adding a New Service
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**Goal**: operator understands the pattern for spinning up any new service cleanly.
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When the operator wants to add a new service, follow this checklist:
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1. **Ask**: what is the service, what image, what subdomain, does it need persistent storage?
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2. **Generate** a `stacks/<service>.yml` based on the template below
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3. **Show** it, wait for approval
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4. **Deploy**: `docker stack deploy -c stacks/<service>.yml <service>`
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5. **Verify**: check service is running, subdomain resolves, SSL cert issued
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6. **Commit**: remind operator to commit the stack file to git
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**Standard stack template for a new service**:
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```yaml
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# stacks/<service>.yml
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# Service: <description>
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# Subdomain: <service>.<domain>
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networks:
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traefik-public:
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external: true
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volumes:
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<service>-data:
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services:
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<service>:
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image: <image>:<version>
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networks:
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- traefik-public
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volumes:
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- <service>-data:/data
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environment:
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- SOME_VAR=value
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deploy:
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replicas: 1
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restart_policy:
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condition: on-failure
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delay: 5s
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max_attempts: 3
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labels:
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- "traefik.enable=true"
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- "traefik.http.routers.<service>.rule=Host(`<service>.<domain>`)"
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- "traefik.http.routers.<service>.entrypoints=websecure"
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- "traefik.http.routers.<service>.tls.certresolver=letsencrypt"
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- "traefik.http.services.<service>.loadbalancer.server.port=<internal_port>"
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```
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**To remove a service cleanly**:
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```bash
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docker stack rm <service>
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# volumes are NOT removed automatically — data is safe
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# to also remove volumes when sure:
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docker volume rm <service>-data
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```
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---
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## State Migration Script Template
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Create `scripts/migrate-volume.sh`:
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```bash
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#!/usr/bin/env bash
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# migrate-volume.sh — copy a named Docker volume from one host to another
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# Usage: ./migrate-volume.sh <volume_name> <source_host> <dest_host> [ssh_key]
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#
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# Both hosts must have Docker installed.
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# The volume must exist on the source host.
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# A volume with the same name will be created on the dest host.
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set -euo pipefail
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VOLUME=$1
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SRC=$2
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DST=$3
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KEY=${4:-~/.ssh/id_ed25519}
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echo "==> Migrating volume '$VOLUME' from $SRC to $DST"
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echo "--> Creating volume on destination..."
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ssh -i "$KEY" "$DST" "docker volume create $VOLUME"
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echo "--> Streaming data from source to destination..."
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ssh -i "$KEY" "$SRC" \
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"docker run --rm -v $VOLUME:/data alpine tar czf - /data" \
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| ssh -i "$KEY" "$DST" \
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"docker run --rm -i -v $VOLUME:/data alpine tar xzf - -C /"
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echo "==> Done. Volume '$VOLUME' is available on $DST."
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||||
```
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||||
|
||||
---
|
||||
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||||
## How to Re-deploy After a VPS Swap
|
||||
|
||||
When you get a permanent VPS and want to move from the test one:
|
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|
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1. Run `playbooks/backup.yml` on old host (final snapshot)
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2. Provision new VPS — run `bootstrap.yml` (phases 0–3)
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3. Deploy Traefik + Portainer (phases 4–5)
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4. For each stateful service (Gitea etc.): use `migrate-volume.sh` to transfer volumes
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5. Deploy service stacks
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6. Point DNS to new IP
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7. Verify SSL certs renew on new host
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||||
8. Decommission old VPS
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|
||||
---
|
||||
|
||||
## Quick Reference Commands
|
||||
|
||||
```bash
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||||
# Check all running services
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docker service ls
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|
||||
# View logs for a service
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docker service logs <service_name> -f
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|
||||
# Update a service image
|
||||
docker service update --image <image>:<new_tag> <stack_name>_<service_name>
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|
||||
# Re-deploy a stack (picks up config changes)
|
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docker stack deploy -c stacks/<service>.yml <service>
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|
||||
# Remove a stack (keeps volumes)
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docker stack rm <service>
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|
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# List volumes
|
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docker volume ls
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|
||||
# Run ansible against host
|
||||
ansible-playbook -i inventory/hosts.yml playbooks/bootstrap.yml
|
||||
|
||||
# Check ansible connectivity
|
||||
ansible -i inventory/hosts.yml all -m ping
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## Begin
|
||||
|
||||
Start with **PHASE 0**. Check prerequisites on the local machine. Report findings and wait.
|
||||
Loading…
Reference in New Issue