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Docs: add systemd agent service configuration to Polykey CLI guide #152
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docs: add systemd agent service configuration to Polykey CLI guide
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docs/Getting-Started/polykey-cli/running-the-agent-with-systemd.md
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# Polykey Agent: Service and Programs Module Documentation | ||
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This guide introduces and explains the newly added `services` and `programs` | ||
modules for managing the Polykey Agent using `systemd`. These modules were | ||
introduced as part of a broader effort to improve automation, reliability, and | ||
user experience across both user-level and system-wide contexts. | ||
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||
## Background | ||
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The Polykey Agent is a long-lived background process that facilitates secure | ||
secret management and distributed key infrastructure. Traditionally, users had | ||
to manually start the agent from the terminal. To streamline this, two modules | ||
were introduced: | ||
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- **programs:** Configures user-level services for personal development and | ||
desktop use. | ||
- **services:** Configures system-level services for shared machines and server | ||
environments. | ||
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These modules utilize `systemd`, a service manager used in most Linux | ||
distributions. | ||
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<!-- prettier-ignore --> | ||
:::note Note | ||
On NixOS, Polykey is not configured through | ||
.service files, but instead through the Home Manager or Nix configuration. See | ||
the NixOS integration section below. | ||
::: | ||
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## What is systemd? | ||
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systemd is the default init and service manager in most Linux distros. It allows | ||
you to: | ||
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- Start, stop, and restart background services. | ||
- Automatically launch services at boot or login. | ||
- View logs and monitor service health. | ||
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`systemd` uses unit files (like `.service`) to define how services behave. | ||
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### Key Concepts | ||
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**User vs System Services** | ||
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| Mode | Controlled By | Suitable For | Config Path | | ||
| ---------- | ------------- | ------------------------------- | ------------------------- | | ||
| **User** | Regular user | Local development, personal use | `~/.config/systemd/user/` | | ||
| **System** | Root/admin | Shared systems, production use | `/etc/systemd/system/` | | ||
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The new modules are designed to target both these contexts. | ||
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#### Programs Module (User Services) | ||
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The `programs` module sets up a user-level `systemd` service that: | ||
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- Starts the agent on login. | ||
- Runs the agent under the current user. | ||
- Stores logs in the user’s journal. | ||
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### Setup Instructions (User Mode) | ||
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1. Ensure the Polykey binary is installed and accessible via `$PATH`. | ||
2. Copy the service file to: | ||
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```sh | ||
mkdir -p ~/.config/systemd/user | ||
cp polykey-agent.service ~/.config/systemd/user/ | ||
``` | ||
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3. Enable and start the service: | ||
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```shell | ||
systemctl --user daemon-reload | ||
systemctl --user enable polykey-agent | ||
systemctl --user start polykey-agent | ||
``` | ||
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4. Verify it’s running: | ||
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```shell | ||
systemctl --user status polykey-agent | ||
journalctl --user -u polykey-agent | ||
``` | ||
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#### Services Module (System Services) | ||
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The services module sets up a root-owned service that: | ||
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- Runs globally for all users. | ||
- Is launched at boot. | ||
- Is managed from `/etc/systemd/system/`. | ||
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##### Setup Instructions (System Mode) | ||
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1. Copy the service file to: | ||
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```shell | ||
sudo cp polykey-agent.service /etc/systemd/system/ | ||
``` | ||
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2. Enable and start the service: | ||
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```shell | ||
sudo systemctl daemon-reload | ||
sudo systemctl enable polykey-agent | ||
sudo systemctl start polykey-agent | ||
``` | ||
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3. Check status: | ||
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```shell | ||
sudo systemctl status polykey-agent | ||
sudo journalctl -u polykey-agent | ||
``` | ||
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## Configuration Details | ||
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The service files can be customized: | ||
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- `ExecStart` can point to any valid Polykey binary. | ||
- `Environment` variables like `NODE_ENV`, `POLYKEY_DATA_PATH` can be passed in. | ||
- Restart policies and timeouts can be modified. | ||
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To override a system service without editing the base file: | ||
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```shell | ||
sudo systemctl edit polykey-agent | ||
``` | ||
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**Note for NixOS users:** These overrides are not applicable. See the next | ||
section. | ||
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### Handling Secrets & Recovery Codes | ||
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The new modules support secure handling of recovery codes and agent secrets: | ||
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- Set environment variables or use configuration files in the home directory. | ||
- Avoid running agents as root unless necessary. | ||
- For system mode, ensure secrets are stored in restricted root-only paths. | ||
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#### Troubleshooting | ||
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- **“Service not found”:** | ||
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* Run `daemon-reload` after copying or editing unit files. (Not needed in NixOS) | ||
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- **“Permission denied”:** | ||
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* Ensure system-level services are started with `sudo`. | ||
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- **Service not starting:** | ||
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* Run `journalctl -u polykey-agent` for logs. | ||
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- **User services not auto-starting:** | ||
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* Check that `linger` is enabled for the user: | ||
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```shell | ||
sudo loginctl enable-linger $USER | ||
``` | ||
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### NixOS Integration | ||
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On NixOS, service setup is handled via Home Manager or system configuration, not | ||
.service files. Here’s a basic example of configuring Polykey in home.nix: | ||
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```nix | ||
polykey = rec { | ||
enable = true; | ||
passwordFilePath = "/home/user/.polykeypass"; | ||
recoveryCodeOutPath = "/home/user/.polykeyrecovery"; | ||
}; | ||
``` | ||
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- enable will activate the service. | ||
- passwordFilePath provides the path to read the vault password. | ||
- recoveryCodeOutPath sets the location to write recovery codes. | ||
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**More references:** | ||
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- Polykey Nixpkg (private) | ||
- Home Manager Infra Docs | ||
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**Use Cases** | ||
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- Developers: Enable `programs` to automatically start the agent at login. | ||
- Sysadmins: Deploy `services` module for always-on availability of the agent | ||
across all users. | ||
- Security-sensitive installations: Customize environment securely and inspect | ||
logs via `journalctl`. |
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You should probably hyperlink these to the actual documentation.