Merge pull request #32 from zdover23/docs-2026-04-04-docs-architecture-rook-ceph-install

Add Rook-Ceph installation procedure

Author: BarbaraW-PM

docs/architecture/cloud-storage/rook-ceph.md

@@ -0,0 +1,326 @@
+---
+title: Installing Rook-Ceph on Kubernetes 
+---
+
+# Installing Rook-Ceph on Kubernetes
+
+## Overview
+
+This guide provides step-by-step instructions for deploying a Ceph storage
+cluster using the Rook operator on Kubernetes. Rook automates the deployment,
+configuration, and management of Ceph clusters within Kubernetes environments.
+
+The instructions here are meant only as a general guideline. We recommend that
+you use the instructions found in the [official Rook
+documentation](https://rook.io/docs/rook/latest/) and the [upstream Ceph
+documentation](https://docs.ceph.com/).
+
+
+## Prerequisites
+
+Before beginning the installation, ensure the following requirements are met:
+
+### Kubernetes Cluster Requirements
+
+- Kubernetes v1.25 or higher
+- `kubectl` configured to communicate with your cluster
+- Administrator access to the Kubernetes cluster
+- At least 3 worker nodes for a production cluster (1 node minimum for testing)
+- Verify compatibility between your Kubernetes version and the Rook version you
+  intend to deploy — see the [Rook releases page](https://github.com/rook/rook/releases)
+  for version compatibility information
+
+### Storage Requirements
+
+- Raw block devices available on worker nodes (unformatted, no filesystem)
+- Minimum 10 GB of storage per OSD
+- Devices should not be mounted or in use by the operating system
+
+### Network Requirements
+
+- Network connectivity between all cluster nodes
+- Network access between pods is handled by the Kubernetes network plugin (CNI).
+  Ensure your CNI supports the required pod-to-pod communication. If you need
+  to open ports for external access to Ceph services, the typical ports are
+  6789, 3300, and 6800-7300.
+
+### System Requirements
+
+- Linux kernel 4.5 or higher (5.x recommended)
+- LVM2 packages installed on all nodes
+- Minimum 2 GB RAM per node (4 GB+ recommended)
+- `helm` installed if using Helm-based deployment (optional)
+
+## Configuration Options
+
+### Customizing the Cluster
+
+Edit `cluster.yaml` to customize your deployment before creating the cluster:
+
+#### Storage Configuration
+
+Specify which devices to use for OSDs:
+
+```yaml
+storage:
+  useAllNodes: true
+  useAllDevices: false
+  deviceFilter: "^sd[b-z]"  # Use sdb, sdc, etc.
+```
+
+Or specify devices explicitly:
+
+```yaml
+storage:
+  nodes:
+  - name: "node1"
+    devices:
+    - name: "/dev/sdb"
+  - name: "node2"
+    devices:
+    - name: "/dev/sdc"
+```
+
+#### Resource Limits
+
+Set resource limits for Ceph daemons:
+
+```yaml
+resources:
+  mon:
+    limits:
+      cpu: "2000m"
+      memory: "4Gi"
+    requests:
+      cpu: "1000m"
+      memory: "2Gi"
+  osd:
+    limits:
+      cpu: "2000m"
+      memory: "4Gi"
+    requests:
+      cpu: "1000m"
+      memory: "2Gi"
+```
+
+#### Network Configuration
+
+Configure network settings for client and cluster traffic:
+
+```yaml
+network:
+  provider: host  # or multus for advanced networking
+  # Uncomment for dual network configuration
+  # connections:
+  #   encryption:
+  #     enabled: true
+```
+
+### Dashboard Access
+
+Enable and access the Ceph dashboard:
+
+```bash
+# The dashboard is enabled by default in cluster.yaml
+
+# Get the dashboard password
+kubectl -n rook-ceph get secret rook-ceph-dashboard-password \
+  -o jsonpath="{['data']['password']}" | base64 --decode && echo
+
+# Port-forward to access the dashboard
+kubectl -n rook-ceph port-forward service/rook-ceph-mgr-dashboard 8443:8443
+```
+
+Access the dashboard at: `https://localhost:8443`
+
+Username: `admin`
+Password: (from the command above)
+
+## Creating Storage Classes
+
+### Block Storage (RBD)
+
+Create a storage class for block devices:
+
+```bash
+kubectl create -f csi/rbd/storageclass.yaml
+```
+
+Test the storage class:
+
+```bash
+# Create a test PVC
+cat <<EOF | kubectl apply -f -
+apiVersion: v1
+kind: PersistentVolumeClaim
+metadata:
+  name: rbd-pvc
+spec:
+  accessModes:
+  - ReadWriteOnce
+  resources:
+    requests:
+      storage: 1Gi
+  storageClassName: rook-ceph-block
+EOF
+
+# Verify PVC is bound
+kubectl get pvc rbd-pvc
+```
+
+### File Storage (CephFS)
+
+Deploy the CephFS filesystem:
+
+```bash
+kubectl create -f filesystem.yaml
+```
+
+Create a storage class for shared filesystem:
+
+```bash
+kubectl create -f csi/cephfs/storageclass.yaml
+```
+
+### Object Storage (RGW)
+
+Deploy the object storage service:
+
+```bash
+kubectl create -f object.yaml
+```
+
+Wait for the RGW pods to be ready:
+
+```bash
+kubectl -n rook-ceph get pods -l app=rook-ceph-rgw
+```
+
+## Verification
+
+### Verify All Storage Types
+
+Check that all storage components are operational:
+
+```bash
+# Check block storage
+kubectl get storageclass rook-ceph-block
+
+# Check filesystem storage
+kubectl get storageclass rook-cephfs
+
+# Check object storage
+kubectl -n rook-ceph get cephobjectstore
+```
+
+### Test Storage Functionality
+
+Create test workloads using each storage type:
+
+```bash
+# Test RBD block storage
+kubectl create -f csi/rbd/pvc.yaml
+kubectl create -f csi/rbd/pod.yaml
+
+# Test CephFS
+kubectl create -f csi/cephfs/pvc.yaml
+kubectl create -f csi/cephfs/pod.yaml
+```
+
+## Troubleshooting
+
+### Common Issues
+
+**Operator not starting:**
+
+```bash
+# Check operator logs
+kubectl -n rook-ceph logs -l app=rook-ceph-operator
+```
+
+**OSDs not starting:**
+
+```bash
+# Check OSD prepare logs
+kubectl -n rook-ceph logs -l app=rook-ceph-osd-prepare
+
+# Verify devices are available and unused
+kubectl -n rook-ceph exec -it deployment/rook-ceph-tools -- ceph-volume inventory
+```
+
+**Cluster stuck in HEALTH_WARN:**
+
+```bash
+# Check detailed cluster status
+kubectl -n rook-ceph exec -it deployment/rook-ceph-tools -- ceph health detail
+
+# Check for common issues
+kubectl -n rook-ceph exec -it deployment/rook-ceph-tools -- ceph -s
+```
+
+## Cleanup
+
+To remove the Rook-Ceph cluster:
+
+**Note:** Rook uses Kubernetes finalizers to protect resources from accidental
+deletion. If `kubectl delete` commands hang, you may need to manually remove
+finalizers from the relevant custom resources. See the
+[Rook cleanup documentation](https://rook.io/docs/rook/latest/Storage-Configuration/ceph-teardown/)
+for details.
+
+```bash
+# Delete the cluster
+kubectl delete -f cluster.yaml
+
+# Delete object storage (if created)
+kubectl delete -f object.yaml
+
+# Delete filesystem (if created)
+kubectl delete -f filesystem.yaml
+
+# Delete the operator
+kubectl delete -f operator.yaml
+kubectl delete -f common.yaml
+kubectl delete -f crds.yaml
+```
+
+**Cleaning up storage on nodes (CAUTION: This deletes all data):**
+
+Run the following on each node that had OSDs. In addition to removing the Rook
+data directory, the raw block devices used by OSDs must be wiped before they
+can be reused:
+
+```bash
+# Remove Rook data directory
+sudo rm -rf /var/lib/rook
+
+# Wipe each OSD device (replace /dev/sdX with the actual device name)
+sudo sgdisk --zap-all /dev/sdX
+```
+
+## Next Steps
+
+After successful installation:
+
+1. Configure monitoring with Prometheus and Grafana
+2. Set up backup and disaster recovery procedures
+3. Implement resource quotas and limits
+4. Configure advanced networking if required
+5. Review and adjust Ceph configuration parameters
+6. Set up regular maintenance schedules
+
+## Additional Resources
+
+- Official Rook documentation: https://rook.io/docs/rook/latest/
+- Ceph documentation: https://docs.ceph.com/
+- Rook GitHub repository: https://github.com/rook/rook
+- Rook Slack community: https://rook-io.slack.com/
+
+## Notes
+
+- This guide provides a basic Rook-Ceph deployment. While the prerequisites
+  describe a production-grade setup, additional considerations apply for
+  production environments, including high availability, performance tuning,
+  and security hardening.
+- Always test deployment procedures in a non-production environment first.
+- Keep Rook and Ceph versions updated for security and stability improvements.

docs/architecture/index.md

@@ -14,3 +14,7 @@ CobaltCore is built on top of OpenStack and IronCore, leveraging their capabilit
 - [**HA Service**](./cluster#ha-service): The high availability service that ensures critical workloads remain operational even in the event of failures.
 - [**Cortex**](./cortex): Smart initial placement and scheduling service for compute, storage, and network in cloud-native cloud environments.
 - [**Cloud Storage**](./cloud-storage/): Ceph-based distributed storage stack including Rook, Chorus, Arbiter, and Prysm for lifecycle management, replication, quorum, and observability.
+- [**Ceph**](./cloud-storage/ceph): An all-in-one storage system that provides object, block, and file storage and delivers extraordinary scalability. 
+- [**Rook-Ceph Installation**](./cloud-storage/rook-ceph.md): A procedure for
+  deploying the all-in-one storage system that provides object, block, and file
+storage and delivers extraordinary scalability.