» Private Terraform Enterprise Installation (Installer)

» Delivery

This document outlines the procedure for using the Private Terraform Enterprise (PTFE) installer to set up Terraform Enterprise on a customer-controlled machine.

» Migrating from AMI

If you are migrating an installation from the AMI to the installer, please use the instuctions in the migration guide.

» Preflight

Before you begin, consult Preflight for pre-requisites. You'll need to prepare data files and a Linux instance.

» Proxy Usage

If your installation requires using a proxy server, you will be asked for the proxy server information when you first run the installer via ssh. This proxy server will be used for all outbound HTTP and HTTPS connections.

Optionally, if you're running the installer script in an automated manner, you can pass a http-proxy flag to set the address of the proxy. For example:

./install.sh http-proxy=http://internal.mycompany.com:8080

» Proxy Exclusions (NO_PROXY)

If certain hostnames should not use the proxy and the instance should connect directly to them (for instance, for S3), then you can pass an additional option to provide a list of domains:

./install.sh additional-no-proxy=s3.amazonaws.com,internal-vcs.mycompany.com,example.com

Passing this option to the installation script is particularly useful if the hostnames that should not use the proxy include services that the instance needs to be able to reach during installation, such as S3. Alternately, if the only hosts you need to add are those that are not used during installation, such as a private VCS instance, you can provide these hosts after initial installation is complete, in the installer settings (available on port 8800 under /console/settings).

» Reconfiguring the Proxy

To change the proxy settings after installation, use the Console settings page, accessed from the dashboard on port 8800 under /console/settings.

PTFE Console Settings

On the Console Settings page, there is a section for HTTP Proxy:

PTFE HTTP Proxy Settings

» Trusting SSL/TLS Certificates

The installer has a section that allows multiple certificates to be specified as trusted. A collection of certificates for trusted issuers is known as a Certificate Authority (CA) Bundle and is used to allow PTFE to connect to services that use SSL/TLS certificates issued by private CAs.

All certificates in the certificate signing chain, meaning the root certificate and any intermediate certificates, must be included here. These multiple certificates are listed one after another in text format.

Certificates must be formatted using PEM encoding, that is, as text. For example:

-----BEGIN CERTIFICATE-----
MIIFtTCCA52gAwIBAgIIYY3HhjsBggUwDQYJKoZIhvcNAQEFBQAwRDEWMBQGA1UE
AwwNQUNFRElDT00gUm9vdDEMMAoGA1UECwwDUEtJMQ8wDQYDVQQKDAZFRElDT00x
CzAJBgNVBAYTAkVTMB4XDTA4MDQxODE2MjQyMloXDTI4MDQxMzE2MjQyMlowRDEW
MBQGA1UEAwwNQUNFRElDT00gUm9vdDEMMAoGA1UECwwDUEtJMQ8wDQYDVQQKDAZF
....
-----END CERTIFICATE-----
-----BEGIN CERTIFICATE-----
MIIB5zCCAY6gAwIBAgIUNJADaMM+URJrPMdoIeeAs9/CEt4wCgYIKoZIzj0EAwIw
UjELMAkGA1UEBhMCVVMxCzAJBgNVBAgTAkNBMRYwFAYDVQQHEw1TYW4gRnJhbmNp
c2NvMR4wHAYDVQQDExVoYXNoaWNvcnAuZW5naW5lZXJpbmcwHhcNMTgwMjI4MDYx
....
-----END CERTIFICATE-----

The UI to upload these certificates looks like:

ptfe-ca-ui

» Operational Mode Decision

Terraform Enterprise can store its state in a few different ways, and you'll need to decide which works best for your installation. Each option has a different approach to recovering from failures. The mode should be selected based on your organization's needs. See Preflight: Operational Mode Decision for more details.

» Installation

The installer can run in two modes, Online or Airgapped. Each of these modes has a different way of executing the installer, but the result is the same.

» Run the Installer - Online

If your instance can access the Internet, use the Online install mode.

  1. From a shell on your instance:
    • To execute the installer directly, run curl https://install.terraform.io/ptfe/stable | sudo bash
    • To inspect the script locally before running, run curl https://install.terraform.io/ptfe/stable > install.sh and, once you are satisfied with the script's content, execute it with sudo bash install.sh.
  2. The installation will take a few minutes and you'll be presented with a message about how and where to access the rest of the setup via the web. This will be https://<TFE HOSTNAME>:8800.
    • You will see a security warning when first connecting. This is expected and you'll need to proceed with the connection anyway.

» Run the Installer - Airgapped

If the instance cannot reach the Internet, follow these steps to begin an Airgapped installation.

» Prepare the Instance

  1. Download the .airgap file using the information given to you in your setup email and place that file somewhere on the the instance.
    • If you use are using wget to download the file, be sure to use wget --content-disposition "<url>" so the downloaded file gets the correct extension.
    • The url generated for the .airgap file is only valid for a short time, so you may wish to download the file and upload it to your own artifacts repository.
  2. Download the installer bootstrapper and put it into its own directory on the instance (e.g. /opt/tfe-installer/)
  3. Airgap installations require Docker to be pre-installed. Double-check that your instance has a supported version of Docker (see Preflight: Software Requirements for details).

» Execute the Installer

From a shell on your instance, in the directory where you placed the replicated.tar.gz installer bootstrapper:

  1. Run tar xzf replicated.tar.gz
  2. Run sudo ./install.sh airgap
  3. When asked, select the interface of the primary private network interface used to access the instance.
  4. The software will take a few minutes and you'll be presented with a message about how and where to access the rest of the setup via the web. This will be https://:8800
    • You will see a security warning when first connecting. This is expected and you'll need to proceed with the connection anyway.

» Continue Installation In Browser

  1. Configure the hostname and the SSL certificate.
  2. Upload the license file provided to you in your setup email.
  3. Indicate whether you're doing an Online or Airgapped installation. Choose Online if you're not sure.
    • If you are doing an Airgapped install, provide the path on the the instance to the .airgap file that you downloaded using the initial instructions in your setup email.
  4. Secure access to the installer dashboard. We recommend at least setting up the simple password authentication. If you're so inclined, LDAP authentication can also be configured.
  5. The system will now perform a set of pre-flight checks on the instance and the configuration up to this point and indicate any failures. You can either fix the issues and re-run the checks, or ignore the warnings and proceed. If the system is running behind a proxy and is unable to connect to releases.hashicorp.com:443, it is likely safe to proceed; this check does not currently use the proxy. For any other issues, if you proceed despite the warnings, you are assuming the support responsibility.
  6. Set an encryption password used to encrypt the sensitive information at rest. The default value is auto-generated, but we strongly suggest you create your own password. Be sure to retain the value, because you will need to use this password to restore access to the data in the event of a reinstall.
  7. Configure the operational mode for this installation. See Preflight: Operational Modes for information on what the different values are. Ensure that you've met the relevant preflight requirements for the mode you chose.
  8. Optional: Adjust the concurrent capacity of the instance. This should only be used if the hardware provides more resources than the baseline configuration and you wish to increase the work that the instance does concurrently. This setting should be adjusted with care as setting it too high can result in an very unresponsive instance.
  9. Optional: Provide the text version of a certificate (or certificates) that will be added to the trusted list for the product. This is used when services the product communicates with do not use globally trusted certificates but rather a private Certificate Authority (CA). This is typically used when Private Terraform Enterprise uses a private certificate (it must trust itself) or a VCS provider uses a private CA.
  10. Optional: Adjust the path used to store the vault files that are used to encrypt sensitive data. This is a path on the host system, which allows you to store these files outside of the product to enhance security. Additionally, you can configure the system not to store the vault files within any snapshots, giving you full custody of these files. These files will need to be provided before any snapshot restore process is performed, and should be placed into the path configured.
  11. Optional: Configure the product to use an externally managed Vault cluster. See Externally Managed Vault Cluster for details on how to configure this option.

» Finish Bootstrapping

Once configured, the software will finish downloading. When it’s ready, the UI will indicate so and there will be an Open link to click to access the Terraform Enterprise UI.

» Configuration

After completing a new install you should head to the configuration page to continue setting up Terraform Enterprise.