couchformation 4.0.0

Couchbase Cloud Automation

Couch Formation 4.0.0

Toolset for running and managing Couchbase assets in the cloud.

Disclaimer

This package is NOT SUPPORTED BY COUCHBASE. The toolset is under active development, therefore features and functionality can change.

Prerequisites

• Python 3.8+
• Cloud CLI/SDKs
  • AWS CLI
  • Google Cloud CLI
  • Azure CLI
• Homebrew (for macOS)

Quick Start

Install (pip user local method):

pip install --user couchformation

export PATH=$(python -m site --user-base)/bin:$PATH

Install (virtual environment method):

Linux

Create virtual environment:

python -m venv couchformation

Activate virtual environment:

. couchformation/bin/activate

Install Couch Formation into the virtual environment:

pip install couchformation

Activate Windows virtual environment using cmd

couchformation\Scripts\activate.bat

Active Windows virtual environment using PowerShell

couchformation\Scripts\Activate.ps1

Install directly from GitHub repo:

pip install --user git+https://github.com/couchbaselabs/couch-formation-core

Basic example

Configure and deploy a Couchbase Server cluster:

cloudmgr create --build cbs --cloud gcp --project test-gcp --name test-cluster --region us-central1 --quantity 3 --os_id ubuntu --os_version 22.04 --ssh_key /Users/jdoe/.ssh/jdoe-default-key-pair.pem --machine_type 4x16

Deploy the project:

cloudmgr deploy --project test-gcp

MDS example

Create the initial service group:

cloudmgr create --build cbs --cloud aws --project dev01 --name testdb01 --region us-east-2 --quantity 3 --os_id ubuntu --os_version 22.04 --ssh_key /Users/jdoe/.ssh/jdoe-default-key-pair.pem --machine_type 8x32

Add a second service group:

cloudmgr add --build cbs --cloud aws --project dev01 --name testdb01 --region us-east-2 --quantity 2 --os_id ubuntu --os_version 22.04 --ssh_key /Users/jdoe/.ssh/jdoe-default-key-pair.pem --machine_type 8x32 --services analytics

Multiservice project example

Configure a 3 node Couchbase Server cluster in US Ease, another 3 node Couchbase Server cluster in US West, plus a Linux generic node and a Windows generic node to run an application.

cloudmgr create --build cbs --cloud aws --project dev01 --name source01 --region us-east-2 --quantity 3 --os_id ubuntu --os_version 22.04 --ssh_key /Users/jdoe/.ssh/jdoe-default-key-pair.pem --machine_type 8x32

cloudmgr create --build cbs --cloud aws --project dev01 --name target01 --region us-west-2 --quantity 3 --os_id ubuntu --os_version 22.04 --ssh_key /Users/jdoe/.ssh/jdoe-default-key-pair.pem --machine_type 8x32

cloudmgr create --build generic --cloud aws --project dev01 --name app01 --region us-east-2 --quantity 1 --os_id ubuntu --os_version 22.04 --ssh_key /Users/jdoe/.ssh/jdoe-default-key-pair.pem --machine_type 8x32

cloudmgr create --build generic --cloud aws --project dev01 --name app02 --region us-east-2 --quantity 1 --os_id windows --os_version 2022 --ssh_key /Users/jdoe/.ssh/jdoe-default-key-pair.pem --machine_type 8x32

Providing tags in AWS

cloudmgr create --build cbs --cloud aws --project test-db --name testdb --region us-east-1 --auth_mode sso --ssh_key /Users/jdoe/.ssh/jdoe-default-key-pair.pem --os_id ubuntu --os_version 22.04 --machine_type 8x32 --quantity 3 --tags user:[e-mail]

Custom services example

cloudmgr create --build cbs --cloud aws --project eventing --name eventing01 --region us-east-2 --quantity 3 --os_id ubuntu --os_version 22.04 --ssh_key /Users/jdoe/.ssh/jdoe-default-key-pair.pem --machine_type 8x32 --services data,index,query,eventing

Sync Gateway example

Create the Couchbase Server cluster:

cloudmgr create --build cbs --cloud aws --project sgw-dev01 --name devdb01 --region us-east-2 --quantity 3 --os_id ubuntu --os_version 22.04 --ssh_key /Users/jdoe/.ssh/jdoe-default-key-pair.pem --machine_type 4x16

Create a Sync Gateway and connect to the cluster:

cloudmgr create --build sgw --cloud aws --project sgw-dev01 --name gateway --region us-east-2 --quantity 1 --os_id ubuntu --os_version 22.04 --ssh_key /Users/jdoe/.ssh/jdoe-default-key-pair.pem --machine_type 4x16 --connect devdb01

Capella example

For Capella the Couch Formation project aligns with the Capella project.

cloudmgr create --build capella --cloud capella --project test-project --name test-cluster --profile pytest --region us-east-2 --quantity 3 --provider aws --machine_type 4x16

Optionally create an app service (Sync Gateway in Capella) and attach it to a Capella database.

cloudmgr create --build capella --cloud capella --project test-project --name test-app-svc --profile pytest --quantity 2 --machine_type 4x8 --type mobile --connect test-cluster

Columnar example

cloudmgr create --build columnar --cloud capella --project test-project --name test-cluster --profile pytest --provider aws --region us-east-1 --machine_type 4x32 --quantity 1

Capella automatic peering

Use the --peer_project argument to provide a project for peering:

cloudmgr create --build capella --cloud capella --project test-capella --name testdb --profile test --provider aws --region us-east-1 --cidr 10.12.4.0/23 --machine_type 8x32 --quantity 3 --peer_project test-node

Deploy the peer project (if not already deployed):

cloudmgr deploy --project test-node

Then deploy the Capella project:

cloudmgr deploy --project test-capella

NOTE: Automatic peering is only supported with AWS and GCP.

Additional commands

Destroy a project:

cloudmgr destroy --project dev01

List node details (including IP addresses and generated passwords):

cloudmgr list --project dev01

Operate on only one service in a project:

cloudmgr deploy --project dev01 --name source01

List all projects and services:

cloudmgr list

Display detailed information about configured services in a project:

cloudmgr show --project dev01

Recall the CLI commands that were used to add services to a project (you can use this to copy and paste to create a new project):

cloudmgr cli --project dev01

Change the values for parameters in a previously created service:

cloudmgr update --project dev01 --name node --machine_type 8x32

Change the values for parameters for a service node group:

cloudmgr update --project dev01 --name testdb --group 2 --machine_type 4x16

AWS SSO Support

Setup AWS CLI SSO:

aws configure sso

SSO Integration:

Use the auth_mode option to enable SSO integration. Couch Formation will open a browser for you to complete the SSO process, or you will have to paste the link provided into a browser to continue.

cloudmgr create --build cbs --cloud aws --project dev01 --name testdb01 --auth_mode sso --region us-east-2 --quantity 3 --os_id ubuntu --os_version 22.04 --ssh_key /Users/jdoe/.ssh/jdoe-default-key-pair.pem --machine_type 8x32

AWS Default Authentication

Configure the AWS CLI via an appropriate method based on your IAM settings. For example use aws configure to configure long term credentials, or manually set the access parameters in .aws/credentials or with environment variables. Couch Formation accepts an optional --profile service configuration parameter to use a specific auth profile. Check here for more information.

GCP Default Authentication

For Google Cloud use gcloud auth application-default login to configure CLI access. Check here for more information.

Azure Default Authentication

For Azure use az login to configure CLI access. Check here for more information.

Capella Support

The automation for Capella uses the v4 public API. To use the automation, set the capella.token and capella.user configuration parameters.

cloudmgr config set capella.token dGhpcyBpcyBhIHNhbXBsZSBzdHJpbmcgZm9yIFJFQURNRS5tZC4uCg==
cloudmgr config set capella.user [e-mail]

By default, the Couch Formation project is used as the Capella project. To use a different Capella project, set the capella.project parameter.

cloudmgr config set capella.project my-project

Windows

Download and install a 64-bit version of Python 3.8+ from here. Use the Run as Administrator option to start PowerShell and then install Couch Formation with pip. Once the installation is complete, it will be available for all users (launch a PowerShell window as your login user to use Couch Formation). You should install the wheel pacakge before you install Couch Formation.

pip3 install wheel

pip3 install couchformation

Configuration Parameters

Parameter	Description
capella.token	Capella API token
capella.user	Capella user email address
capella.user.id	Capella user ID
capella.project	Capella project

Operating System Information

ID	Operating System	Versions	AWS User	GCP User	Azure User
amzn	Amazon Linux	2, 2023	ec2-user	N/A	N/A
rhel	Red Hat Enterprise Linux	8, 9	ec2-user	admin	rhel
centos	CentOS	8	centos	centos	centos
ol	Oracle Linux	8, 9	ec2-user	N/A	N/A
rocky	Rocky Linux	8, 9	rocky	rocky	N/A
fedora	Fedora	34	core	fedora	N/A
sles	SUSE Linux	12, 15	ec2-user	admin	sles
opensuse-leap	openSUSE	15	ec2-user	admin	sles
ubuntu	Ubuntu Linux	20.04, 22.04	ubuntu	ubuntu	ubuntu
debian	Debian Linux	10, 11	admin	admin	debian
windows	Windows Server	2019, 2022	Administrator	adminuser	adminuser
macos	macOS	13, 14	ec2-user	N/A	N/A

Build Types

Build Type	Description
cbs	Couchbase Server
cbscert	Couchbase Server with cert auth
cbsc	Couchbase Community Edition
sgw	Sync Gateway
capella	Capella Database
columnar	Capella Columnar
generic	Base configured node from image
database	Generic database node
windev	Windows development host

Troubleshooting

Log files are written to .config/couch-formation/log.

To create a support bundle with diagnostic information, use the dump command.

cloudmgr dump