Files
oikos/runbooks/client-enrollment.md
dtoro 48debc0911 runbooks: clarify Netbird join is optional, not a required enrollment step
Only off-LAN-reachable workstations (e.g. republic-laptop, mac-mini)
need to join Netbird. LAN-reachable LXCs/VMs on 192.168.8.0/24 don't —
they're already directly reachable, and off-LAN clients reach them via
hubris's routed 192.168.8.0/24 Netbird network resource. Brings the
runbook in line with oikos/ontology.yaml's lifecycle transition, which
already says "mesh-joined-if-needed".

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-05 23:03:21 +02:00

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2.1 KiB
Markdown

---
name: client-enrollment
risk_class: config_mutation
inputs: [hostname, kind, role]
verification: "homelab doctor (on the new client)"
docs_update_checklist: [hosts_narrative_page_if_lxc_or_vm]
---
# Client enrollment
Goal: bring a new host (workstation, LXC, VM) into inventory and the
secrets model, with mesh membership only where it's actually needed.
This wraps the existing `homelab client add` flow — see
[operations/agent-enrollment.md](../operations/agent-enrollment.md) for
the full walkthrough; this runbook is the risk/lifecycle framing.
1. On any enrolled client: `homelab client add <hostname>` — appends a
`hosts.<name>:` block to `inventory.yaml` (lifecycle `state: planned`
`provisioning`, per [oikos/ontology.yaml](../oikos/ontology.yaml)),
commits + pushes.
2. Netbird join is **optional, not a required step** — only needed for
hosts that must be reachable off-LAN (workstations that roam, e.g.
`republic-laptop`, `mac-mini`). A node reachable on the household LAN
(192.168.8.0/24 — most LXCs/VMs) doesn't need it: it's already
reachable directly, and off-LAN clients reach it too via hubris's
routed `192.168.8.0/24` Netbird network resource. Skip this step for
LAN-only nodes; do it (out-of-band, console or setup key) only for
hosts that need independent off-LAN reachability.
3. On the new host: run `bootstrap.sh` (add `--with-hermes` to also
enroll the Hermes agent). This provisions `/etc/age/key.txt`, the
sync timer, and prints an age pubkey.
4. Back on an enrolled client: `homelab client add <hostname>
--finalize-pubkey <age1...>` — sets `age_pubkey`, grants shared
secrets, re-keys SOPS, commits + pushes. This is the
`provisioning → active` transition.
5. Verify: `homelab doctor` on the new client should show all checks
green (clone, sync timer, age key, CLI symlink, MCP reachable).
Docs-update checklist: if the new host is an LXC/VM, add its narrative
page under `containers/` or `vms/` and set `doc_page` in its inventory
entry (host-level cards don't have a `doc_page` field yet — services do;
narrative pages are still found via the generated `see_also` in
`hosts/<name>.yaml`).