# VM-owned configuration and recovery 2server executes on the operator machine and treats the VM as the source of truth. It does not require a resident agent, public control API or persistent local manifest. A connection file is an optional shortcut. SSH must use a trusted host key and passwordless sudo. Install Bun and the tools required by the selected operation; a GCP IAP connection additionally needs authenticated gcloud/IAP access. ## New VM Use `server bootstrap -f server.local.json --env-file secrets.env --apply` with an empty server manifest. It runs setup, publishes state and saves the local connection in one operation. See the [quick start](https://2found.dev/docs/2server/index.md#quick-start). Bootstrap is create-only; use the migration path below for an existing setup. ## First migration from machine A Run from the consuming project (use `bun 2server/src/cli.ts` for a submodule), or use the linked `2server` executable. Existing local-manifest mode is still available for initial setup and migration. Publish the **complete** manifest, not a release manifest containing only one app: ```bash 2srv server publish -f platform/server.local.json --env-file /private/bootstrap.env 2srv server publish -f platform/server.local.json --env-file /private/bootstrap.env --apply # connection.json contains just the manifest's ssh object: 2srv connect --connection connection.json ``` Publishing saves only environment variables referenced by the manifest, plus existing certificate pairs and generated monitoring credentials from the old operator state directory. It never uploads the operator's SSH private key or arbitrary shell/cloud-login environment. Missing secrets remain missing and the operation that needs them fails explicitly. Publication is create-only: it refuses to overwrite an existing control record. This operation does not change running containers, adopt legacy apps, issue certificates or alter DNS. ## Machine B: only the connection ```bash 2srv connect --ssh ubuntu@vm.example --identity ~/.ssh/server_key 2srv get app 2srv deploy app api --image ghcr.io/example/api@sha256:<64-hex-digest> --apply 2srv domains --apply 2srv get monitor ``` `connect` checks the VM and saves only SSH fields to `.2server/connection.yaml` in the current project, mode 0600. It creates `.2server/.gitignore` containing `*`. Commands discover the nearest `.2server/connection.yaml` from their working directory upwards (legacy `connection.json` is also accepted). Explicit `--ssh` / `--connection` take precedence; explicit `-f` or a legacy manifest path selects local mode. With multiple projects/VMs, pass a connection explicitly when the working directory is ambiguous. Direct SSH also accepts `--port`; SSH config aliases/agents work normally. GCP: ```json {"kind":"gcp","project":"example-project","zone":"asia-southeast1-a","instance":"server","iap":true} ``` Use `connect --connection file.json` once, or append `--connection file.json` to any manifest/resource operation. The file is a structured SSH object, never a shell command. A machine-specific SSH identity path is kept only in the local connection file; it is removed from the VM snapshot. Stateless CI can supply `--ssh` on every invocation and omit `connect` entirely. Connected commands fetch the current VM snapshot every time. Resource CRUD and `deploy app --image` persist the complete updated manifest after successful operation. `scripts/release.sh app/2server/deploy.yaml registry/image:tag context` builds, pushes, deploys the resolved digest and saves applied state on the VM; it does not rewrite the source file. Image build/registry push authentication still belongs to the builder. Existing app migrations and frontend build arguments remain the application's responsibility. Environment-based app secrets need no credential file on machine B. Explicit GCP/AWS Secret Manager references still require the operator's authorized provider identity/CLI; they are not silently converted into frozen secret copies. Use env references for a self-contained VM-owned secret set. VM/provider power, disks, backup bucket provisioning and Terraform CRUD retain the original provider workflow; they cannot depend on contacting a VM that is stopped or destroyed. ## Storage and secrets The root-only directory `/opt/2server/control/` contains immutable `revisions/` and an atomically switched `current` symlink. Each revision holds: - `snapshot.json`: authoritative manifest, referenced secrets and portable state. - `server.json`: the same manifest for inspection. - `.env`: an inspection copy of the referenced environment secrets. The path is fixed and root-owned, independent of SSH username or home directory. Operators A and B may log in as different OS users; both must be authorized for passwordless sudo. Every access refuses symlinked, incorrectly owned or group/world writable control directories. Reading a snapshot also rejects group/world-readable control/revision directories or snapshots, and symlinked revision files. The directory is never shared through a network API. Directories are mode 0700 and files 0600, transferred over SSH stdin. These files are not mounted into application containers or served by Caddy. Unprivileged host users and ordinary app containers cannot read them. Do not mount this directory, its ancestors, or the Docker socket into application containers. Infrastructure with a Docker socket is a root-equivalent trusted operator, even if the socket mount is read-only. Root/sudo operators can read them, as they can read runtime container secrets. They rely on host/disk access controls at rest; the portable backup described below is encrypted. Do not source or hand-edit the generated `.env`/`server.json`: update through the CLI so the atomic snapshot remains consistent. `.env` values use JSON quoting; the CLI reads the exact values from `snapshot.json`, with no shell interpolation. ```bash # Write the selected referenced keys into a private local secrets.env (0600). 2srv server env --env-file secrets.env --apply # Or supply new keys along with the app/extension spec that references them: 2srv create app worker --spec worker.json --env-file secrets.env --apply ``` The supplied file is parsed as dotenv without shell expansion, not executed. Unreferenced keys and process-control environment overrides are rejected. VM values win over stale exported variables or a checkout `.env`; absent VM keys never fall back to a developer's secrets. Secret changes are saved configuration; reload the affected app/extension/domain explicitly to apply them to running services. Exporting config with `server config --output .2server/server.json` includes ordinary app env and secret references, but excludes secret values. Only a private temporary workspace holds fetched secrets/state during a command; it is removed on completion. If saving back to the VM fails after an operation, the CLI returns an error and retains a mode-0700 recovery directory whose path is reported. Preserve it until the target state is reconciled. A hard-killed process may also leave its private temp directory; clean it after confirming no operation is active. Never attach those files to an issue or public artifact. Resource reservations protect mutations that can conflict. Independent image-app deployments overlap; app secrets reserve their app, while domain reconciliation reserves shared domain state only during that phase. Setup, server secrets and shared extension/dependency changes remain exclusive. Snapshot commits merge independent changes, check reservation ownership and atomically compare/swap the current revision. See [locking boundaries and rationale](https://2found.dev/docs/2server/locking/index.md). Reads (`get`, `describe`, logs, status, validation, verification, secret listing, config/backup exports) and plans take no operation reservation and persist no revision/history. This includes source plans resolving image tags: Docker owns its layer cache, and resolution uses the digest returned by that pull. Live container observations may reflect an in-progress deployment. Provider plans keep their separate local Terraform lock because they write generated inputs and plan files. Backup-storage holds that lock before writing its shared tfvars file, through the end of plan/apply, including dry runs. The lock deliberately has no automatic expiry: a disconnected operator might still have an in-flight deployment/provider request. Inspect it without taking another lock or writing an operation log: ```bash 2srv server lock ``` For scoped operations the result includes a `locks` array, each with its resource keys and `lockId`; legacy/global locks retain the top-level `lockId`. Both include creation time and the creating operator, machine, PID and command for new locks. The PID belongs to the operator machine, not the VM. Older locks may have no owner metadata. After checking that the original operator/CI process and target operations have stopped, break that exact lock: ```bash 2srv server unlock --lock-id # inspect only 2srv server unlock --lock-id --apply # archive and release ``` Both commands discover the saved connection and accept `--ssh`, `--connection`, or an explicit `-f server.json`. They work even before initial publication and can recover an empty lock directory left by an interrupted acquisition. A changed or released lock rejects an applied unlock; inspect again rather than reusing an old ID. No age threshold silently authorizes a break. Breaking a scoped lock releases only that reservation, retaining other active reservations. Use the updated CLI to inspect/break scoped locks. Breaking a lock moves it into root-only `control/broken-locks/` with an audit of who broke it and when. It does not cancel a running deployment, provider request, or remove app/edge/local operator locks. It does not change the current control snapshot. Updated CLI writers serialize acquire/release/break and snapshot commits with a short kernel-managed mutex; a revoked writer cannot commit or release its replacement's lock. The original operation must still be stopped before unlocking, because external work already in flight cannot be revoked this way. Do not bypass a held lock with local-manifest mode. Old revisions remain private recovery points and can contain old secrets; prune reviewed unused revisions explicitly after backup. Do not mix local `-f` mutations with connected operations after migrating a server. ## Encrypted backup outside the VM Install `age` and `age-keygen` on the operator machine. Generate a recovery identity outside the repository and store it in your password manager/offline key store. Keep its public recipient in a separate file; SSH recipients supported by age can also be used. Losing the private identity makes the backup unrecoverable. ```bash age-keygen -o /private/recovery.agekey age-keygen -y /private/recovery.agekey > /private/recipients.txt 2srv server backup --output .2server/server.age --recipient-file /private/recipients.txt ``` This is an explicit snapshot, not a scheduled database backup. Repeat after configuration/secret changes; your CI can run it after successful deploys and copy the encrypted artifact to private object storage. A file kept only on the VM is not disaster recovery. `.2server/` is ignored by Git, so clone alone does not restore it: sync the encrypted backup separately. Do not store its decryption identity beside it. Backups contain config, env secrets, certificate pairs and monitoring credentials, **not database data, Docker volumes, source, container images, Terraform state or cloud login sessions**. ## Restore on a replacement VM Keep the original Terraform state/tfvars in a separate durable backend/backup; never bootstrap another Terraform root over live resources. Restore/create the VM through that provider workflow, then review a replacement manifest (same server name), updating SSH, public IP/provider identity and disk attachments for the new VM. Ensure referenced images still exist in the registry. ```bash 2srv server restore -f replacement.json --backup .2server/server.age \ --backup-identity /private/recovery.agekey 2srv server restore -f replacement.json --backup .2server/server.age \ --backup-identity /private/recovery.agekey --apply 2srv connect --connection replacement-ssh.json 2srv setup --apply # Restore database/volume backups before starting dependent apps. 2srv extensions --apply 2srv deploy --apply 2srv domains --apply 2srv verify ``` Restore is create-only and does not restart applications or publish DNS by itself. Changing SSH must not accidentally preserve the old origin IP/VM/disk IDs. Existing Caddy adoption also needs its original Caddy/Compose configuration restored; the control snapshot does not invent a legacy deployment stack. Database recovery and DNS cutover need their normal readiness/data checks. This is a configuration recovery path, not a claim of full-server HA or automatic lossless recovery.