Difference between revisions of "Node Provider Onboarding"

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Learn how to be accepted by the NNS as a Node Provider and onboard your nodes to the IC.
 
Learn how to be accepted by the NNS as a Node Provider and onboard your nodes to the IC.
  
== Requirements ==
+
Please allocate up to a week to complete this guide, as it may take several days for a proposal to be accepted by the NNS, and you may have to submit multiple NNS proposals.
  
* [[Node Provider Machine Hardware Guide]]
+
'''Note that the following steps do not need to be performed on the node machine itself.''' You can complete them on your personal laptop.
* [[Node Provider Networking Guide]]
 
* [https://www.ledger.com/ Hardware wallet]
 
* [https://shop.nitrokey.com/shop/product/nkhs2-nitrokey-hsm-2-7/ NitroKey HSM] (Optional, legacy—not recommended)
 
* 11 ICP (10 of which are to be staked for the NNS proposal deposit)
 
* Basic understanding of [[Neurons 101|neurons]], [https://internetcomputer.org/docs/current/tokenomics/nns/nns-staking-voting-rewards staking], and [[Governance of the Internet Computer|governance]] proposals. For instance, understanding what it means to stake a neuron for 8 years.
 
  
 +
If you encounter issues through any of these steps, check the [[Node Provider Troubleshooting]] page. If that does not solve your problem, you are encouraged to ask for assistance in the [[Node Provider Matrix channel]].
  
'''Note:''' Please allocate at least 0.5 day for going through the Node Provider NNS registration (steps 1-9). It may even take a couple of days, depending on how quickly the community votes on your NNS proposals. <br>
+
For regular operations after onboarding, please refer to [[Node Provider Maintenance Guide|Node Provider Maintenance Guide.]]
  
Once the Node Provider NNS registration is complete, you can move on to '''step 10: Onboard nodes'''. This step involves you going to the DC and onboarding your nodes. It is much quicker than the Node Provider NNS registration (estimate to spend ~15 minutes per machine). Also, multiple machines can be brought up in parallel.
+
== '''<big>Requirements</big>''' ==
 
+
* Assure your node(s) meet the [[Node Provider Machine Hardware Guide|Node Provider Machine Hardware requirements.]]
'''Note that the following steps do not need to be performed on the node machine itself.''' You can complete them on your personal laptop.
+
* View the [[Node Provider Networking Guide|Node Provider Networking Guide.]]
 +
* Setup a [https://www.ledger.com/ hardware wallet].
 +
*[https://shop.nitrokey.com/shop/product/nkhs2-nitrokey-hsm-2-7/ NitroKey HSM] (Optional, legacy—not recommended).
 +
* 11 ICP (10 of which are to be staked for the NNS proposal deposit).
 +
* Basic understanding of [[Neurons 101|neurons]], [https://internetcomputer.org/docs/current/tokenomics/nns/nns-staking-voting-rewards staking], and [[Governance of the Internet Computer|governance]] proposals, such as understanding what it means to stake a neuron for 8 years.
  
 
== 1. Install the required tools ==
 
== 1. Install the required tools ==
Line 23: Line 23:
  
 
==== MacOS ====
 
==== MacOS ====
# Retrieve the file <syntaxhighlight lang="shell">
+
# To install <code>ic-admin</code>, view the latest release version in the [https://github.com/dfinity/ic/releases/latest DFINITY/ic repo]. Then, use the following URL <syntaxhighlight lang="shell">
$ curl "https://download.dfinity.systems/ic/7445081734e6d896d090295967d50710975c4f25/openssl-static-binaries/x86_64-darwin/ic-admin.gz" -o - | gunzip > ./ic-admin
+
$ curl -L "https://github.com/dfinity/ic/releases/download/[latest-release]/ic-admin-x86_64-darwin.gz" -o - | gunzip > ./ic-admin
 
$ chmod +x ./ic-admin
 
$ chmod +x ./ic-admin
</syntaxhighlight>
+
</syntaxhighlight>Replace <code>[latest-release]</code> with the most recent IC version, such as <code>release-2024-07-10_23-01-base</code>.
 
# Verify the binary <syntaxhighlight lang="shell">
 
# Verify the binary <syntaxhighlight lang="shell">
$ diff <(shasum -a 256 ./ic-admin | cut -d' ' -f1) <(echo 3f75026d2f28f171068e332a42c82a2795c93fbf5ab351baef30b30eb901cdba) && echo "ic-admin checksum matches" || echo "***ERROR***: ic-admin checksum does not match"
+
$ diff <(shasum -a 256 ./ic-admin | cut -d' ' -f1) <(echo 035abf8925bf54e067d13eee0a6205e883507d6138bcd232ec8069301a9b190a) && echo "ic-admin checksum matches" || echo "***ERROR***: ic-admin checksum does not match"
 
</syntaxhighlight>
 
</syntaxhighlight>
  
 
==== Linux ====
 
==== Linux ====
 
NOTE: The instructions below have been tested with the Ubuntu 20.04 release.
 
NOTE: The instructions below have been tested with the Ubuntu 20.04 release.
# Retrieve the file <syntaxhighlight lang="shell">
+
# To install <code>ic-admin</code>, view the latest release version in the [https://github.com/dfinity/ic/releases/latest DFINITY/ic repo]. Then, use the following URL <syntaxhighlight lang="shell">
$ curl "https://download.dfinity.systems/ic/7445081734e6d896d090295967d50710975c4f25/openssl-static-binaries/x86_64-linux/ic-admin.gz" -o - | gunzip > ./ic-admin
+
$ curl -L "https://github.com/dfinity/ic/releases/download/[latest-release]/ic-admin-x86_64-linux.gz" -o - | gunzip > ./ic-admin
$ chmod +x ./ic-admin  
+
$ chmod +x ./ic-admin
</syntaxhighlight>
+
</syntaxhighlight>Replace <code>[latest-release]</code> with the most recent IC version, such as <code>release-2024-07-10_23-01-base</code>.
 
# Verify the binary <syntaxhighlight lang="shell">
 
# Verify the binary <syntaxhighlight lang="shell">
$ diff <(shasum -a 256 ./ic-admin | cut -d' ' -f1) <(echo e29bb9cc462e800b8b960ad49c412e5f5fdbb5ae2ae9fde0c13058422ba32802) && echo "ic-admin checksum matches" || echo "***ERROR***: ic-admin checksum does not match"  
+
$ diff <(shasum -a 256 ./ic-admin | cut -d' ' -f1) <(echo e3b0c44298fc1c149afbf4c8996fb92427ae41e4649b934ca495991b7852b855) && echo "ic-admin checksum matches" || echo "***ERROR***: ic-admin checksum does not match"  
 
</syntaxhighlight>
 
</syntaxhighlight>
  
===''' B. Install dfx & create Node Provider hotkey '''===
+
===''' B. Install dfx '''===
  
# <code>dfx</code> is used to generate neuron hotkeys, among other things <syntaxhighlight lang="shell">
+
#<code>dfx</code> is a CLI tool used to generate neuron hotkeys, among other things such as canister deployment and management. <syntaxhighlight lang="shell">
$ sh -ci "$(curl -fsSL https://smartcontracts.org/install.sh)"
+
$ sh -ci "$(curl -fsSL https://internetcomputer.org/install.sh)"
  
 
</syntaxhighlight>
 
</syntaxhighlight>
# Verify that dfx is up to date. <syntaxhighlight lang="shell">
+
#Verify that <code>dfx</code> is up to date. <syntaxhighlight lang="shell">
 
$ export PATH=$HOME/bin:$PATH
 
$ export PATH=$HOME/bin:$PATH
 
$ dfx upgrade
 
$ dfx upgrade
 
$ dfx --version
 
$ dfx --version
 
</syntaxhighlight>
 
</syntaxhighlight>
# Create an identity for the Node Provider '''Hotkey''' <syntaxhighlight lang="shell">
+
 
$ dfx identity new node-provider-hotkey
+
==2. Create Node Provider hotkey ==
 +
 
 +
#Create an identity for the Node Provider h'''otkey''' <syntaxhighlight lang="shell">
 +
$ dfx identity new --storage-mode=plaintext node-provider-hotkey
  
 
Created identity: "node-provider-hotkey".
 
Created identity: "node-provider-hotkey".
Line 63: Line 66:
 
# example node-provider-hotkey: wuyst-x5tpn-g5wri-mp3ps-vjtba-de3xs-w5xgb-crvek-tucbe-o5rqi-mae
 
# example node-provider-hotkey: wuyst-x5tpn-g5wri-mp3ps-vjtba-de3xs-w5xgb-crvek-tucbe-o5rqi-mae
  
</syntaxhighlight>'''You will need the Node Provider hotkey in the next steps.''' Note: you may be prompted to enter a passphrase when creating your identity and accessing your identity principal. Take note of the passphrase you choose.
+
</syntaxhighlight>'''You will need the Node Provider hotkey in the next steps.'''
  
  
'''Note:''' The Node Provider hotkey is NOT the Node Provider principal. This is the hotkey that is used for the NNS proposal submissions only.
 
  
== 2. Create and Manage Neuron via NNS Frontend Dapp and Internet Identity ==
+
'''Note''': The Node Provider hotkey is NOT the Node Provider principal. This is the hotkey that is used for the NNS proposal submissions only.
  
# Setup your hardware wallet: https://medium.com/dfinity/integrating-ledger-nano-with-the-nns-front-end-dapp-user-manual-9c5600925e16
+
'''Note''': You may be prompted to enter a passphrase when creating your identity and accessing your identity principal. Take note of the passphrase you choose.
# Send at least 11 ICPs to the hardware wallet address.
+
 
# Navigate to Neurons tab and create a Neuron by staking at least 10 ICP from your hardware wallet. Staking more ICP works as well, but 10 is the minimum.
+
==3. Create and Manage Neuron via NNS Frontend Dapp and Internet Identity==
# <u>IMPORTANT!</u> Confirm the transaction on your hardware wallet.  
+
 
 +
#Send at least 11 ICP tokens to your hardware wallet address.
 +
#Navigate to the Neurons tab and create a Neuron by staking at least 10 ICP from your hardware wallet. Staking more ICP is acceptable, but 10 is the minimum needed for this process, and you must have a little more for transaction fees.
 +
#<u>IMPORTANT!</u> Confirm the transaction on your hardware wallet.  
 
#:[[File:-docs-stake_neuron_1.png|1024px|stake neuron]]
 
#:[[File:-docs-stake_neuron_1.png|1024px|stake neuron]]
# After the Neuron has been created successfully, confirm to "Add NNS Dapp as hotkey" in the dialogue and on your hardware wallet, and close the dialog after the action completes.
+
#After the Neuron has been created successfully, confirm to "Add NNS Dapp as hotkey" in the dialogue and on your hardware wallet, and close the dialog after the action completes.
 
#:[[File:-docs-stake_neuron_2.png|1024px|neuron id]]
 
#:[[File:-docs-stake_neuron_2.png|1024px|neuron id]]
# Set the dissolve delay to at least 6 months, and confirm the choice in the dialogue and on your hardware wallet. After the action completes, you can close the "Follow Neurons".
+
#Set the dissolve delay to at least 6 months, and confirm the choice in the dialogue and on your hardware wallet. After the action completes, you can close the "Follow Neurons".
#: [[File:dissolve_delay.png|480px|neuron id]]
+
#:[[File:dissolve_delay.png|480px|neuron id]]
# You will now see a Neuron listed with its ID. Copy the Neuron ID, since you will need it in the next steps to place the necessary proposals.
+
#You will now see a Neuron listed with its ID. Copy the Neuron ID, since you will need it in the next steps to place the necessary proposals.
#: [[File:Neuron id.png|1024px]]
+
#:[[File:Neuron id.png|1024px]]
  
== 3. Add hotkeys ==
+
==4. Add hotkeys==
  
# Select the Neuron you just created to open Neuron management view and press “Add hotkey” button.
+
#Select the Neuron you just created to open Neuron management view and press “Add hotkey” button.
#: [[File:Hotkey 1.png|873x873px]]
+
#:[[File:Hotkey 1.png|873x873px]]
# A dialog will pop up where you can enter the hotkey you generated in step 2 (output from command <code>dfx --identity node-provider-hotkey identity get-principal</code>). This will allow you to submit NNS proposals using <code>ic-admin</code> and will not be used for anything else.<br>
+
# A dialog will pop up where you can enter the hotkey you generated in step 2.1 (output from command <code>dfx --identity node-provider-hotkey identity get-principal</code>). This will allow you to submit NNS proposals using <code>ic-admin</code> and will not be used for anything else.<br>
#: Press the '''confirm''' button and confirm the transactions on your hardware wallet.<br>
+
#:Press the '''confirm''' button and confirm the transactions on your hardware wallet.<br>
#: [[File:Hotkey 2.png|899x899px]]
+
#:[[File:Hotkey 2.png|899x899px]]
# Get the Ledger Hardware Wallet Principal Id: Navigate back to ICP page and select your Ledger hardware wallet account. You will need to use this Ledger Hardware Wallet principal as the Node Provider principal in order to get the rewards directly into the secure hardware wallet.
+
#Get the Ledger Hardware Wallet Principal Id: Navigate back to ICP page and select your Ledger hardware wallet account. You will need to use this Ledger Hardware Wallet principal as the Node Provider principal in order to get the rewards directly into the secure hardware wallet.
#: [[File:Node provider principal 1.png|1024px]]
+
#:[[File:Node provider principal 1.png|1024px]]
#: [[File:Node provider principal 2.png|800px]]  
+
#:[[File:Node provider principal 2.png|800px]]
# Copy and save this Node Provider principal by clicking on the copy icon after the principal id. You'll need it in the next steps. <syntaxhighlight lang="shell">
+
#Copy and save this Node Provider principal by clicking on the copy icon after the principal id. You'll need it in the next steps. <syntaxhighlight lang="shell">
 
$ NODE_PROVIDER_PRINCIPAL=xxxxx-xxxxx-xxxxx-xxxxx-xxxxx-xxxxx-xxxxx-xxxxx-xxxxx-xxxxx-xxx   
 
$ NODE_PROVIDER_PRINCIPAL=xxxxx-xxxxx-xxxxx-xxxxx-xxxxx-xxxxx-xxxxx-xxxxx-xxxxx-xxxxx-xxx   
 
# Input ledger Hardware Wallet principal, from the NNS FrontEnd dapp https://nns.ic0.app/
 
# Input ledger Hardware Wallet principal, from the NNS FrontEnd dapp https://nns.ic0.app/
Line 99: Line 104:
 
</syntaxhighlight>
 
</syntaxhighlight>
  
== 4. Choose onboarding path (HSM vs no HSM) ==
+
==5. Choose onboarding path (HSM vs no HSM)==
Onboarding '''without''' a NitroKey HSM is the recommended onboarding path. If you will not be using a NitroKey HSM, continue to the next step.   
+
Onboarding '''without''' a NitroKey HSM is the current onboarding path. In particular, node providers onboarding [[Node Provider Machine Hardware Guide|Gen 2 hardware]] must onboard '''without''' a NitroKey HSM. If you will be onboarding '''without''' a NitroKey HSM, continue to the next step.   
  
If the legacy procedure is necessary, follow the [[NitroKey HSM onboarding instructions]] and '''return to step 7.'''  
+
If the legacy procedure is required for your onboarding (which should only be the case in rare and exceptional situations), follow the [[NitroKey HSM onboarding instructions]] and then '''return to step 8.'''  
  
== 5. Setup the Node Operator keys ==
+
==6. Setup the Node Operator keys ==
# '''''Ensure dfx is at least version 0.14.''''' Node Operator keys created with older versions of dfx '''will fail to join the IC'''.  Run:<syntaxhighlight lang="bash">
+
#'''''Ensure dfx is at least version 0.14.''''' Node Operator keys created with older versions of dfx '''will fail to join the IC'''.  Run:<syntaxhighlight lang="bash">
$ dfx upgrade
+
$ dfxvm update
 
$ dfx --version
 
$ dfx --version
 
</syntaxhighlight>
 
</syntaxhighlight>
# Create a new principal with dfx:<syntaxhighlight lang="shell">
+
#Create a new principal with dfx:<syntaxhighlight lang="shell">
 
$ dfx identity new --storage-mode=plaintext node_operator
 
$ dfx identity new --storage-mode=plaintext node_operator
 
</syntaxhighlight>
 
</syntaxhighlight>
# Confirm <code>node_operator</code> identity was created successfully:<syntaxhighlight lang="shell">
+
#Confirm <code>node_operator</code> identity was created successfully:<syntaxhighlight lang="shell">
 
$ dfx identity list
 
$ dfx identity list
 
</syntaxhighlight>This list ''should'' contain <code>node_operator</code>.
 
</syntaxhighlight>This list ''should'' contain <code>node_operator</code>.
# Copy new key to a known location:<syntaxhighlight lang="shell">
+
#Copy new key to a known location:<syntaxhighlight lang="shell">
 
$ cp ~/.config/dfx/identity/node_operator/identity.pem ./node_operator_private_key.pem
 
$ cp ~/.config/dfx/identity/node_operator/identity.pem ./node_operator_private_key.pem
 
</syntaxhighlight>
 
</syntaxhighlight>
 +
#Check the contents of the <code>node_operator_private_key.pem</code> file and double check that it contains the following contents. It is imperative that the first line has <code>-----BEGIN EC PRIVATE KEY-----</code>. If it does not, make sure you use the latest <code>dfx</code> version and that you followed the instructions precisely.<syntaxhighlight lang="shell">
 +
❯ cat ./node_operator_private_key.pem
 +
-----BEGIN EC PRIVATE KEY-----
 +
[3 lines of base64 encoded private key, e.g. n2Nhp68YcQpuS0u96r...]
 +
-----END EC PRIVATE KEY-----
 +
</syntaxhighlight>Note: you must retain access to the <code>node_operator_private_key.pem</code> file for when you onboard nodes in '''[https://wiki.internetcomputer.org/wiki/Node_Provider_Roadmap#Milestone_Five:_Node_Machine_Onboarding roadmap milestone five.]'''
  
== 6. Get the node operator principal ==
+
==7. Get the node operator principal==
  
# Get the principal:<syntaxhighlight lang="shell">
+
#Get the principal:<syntaxhighlight lang="shell">
 
$ NODE_OPERATOR_PRINCIPAL=$(dfx --identity node_operator identity get-principal)
 
$ NODE_OPERATOR_PRINCIPAL=$(dfx --identity node_operator identity get-principal)
 
$ echo $NODE_OPERATOR_PRINCIPAL
 
$ echo $NODE_OPERATOR_PRINCIPAL
Line 129: Line 140:
 
'''You will need the node operator principal in the next steps.'''
 
'''You will need the node operator principal in the next steps.'''
  
== 7. Register your Node Provider principal to the network ==
+
==8. Register your Node Provider principal to the network==
 
In the next codeblock:  
 
In the next codeblock:  
* Replace the <code>NODE_PROVIDER_NAME</code> value with the name of the entity that will provide the nodes.
+
*Replace the <code>NODE_PROVIDER_NAME</code> value with the name of the entity that will provide the nodes.
* Replace the <code>NODE_PROVIDER_PRINCIPAL</code> value with the Ledger Hardware Wallet principal that you got from the NNS Frontend DAPP (step 3.4)
+
*Replace the <code>NODE_PROVIDER_PRINCIPAL</code> value with the Ledger Hardware Wallet principal that you got from the NNS Frontend Dapp (step 4.4)
* Replace the <code>NEURON_ID</code> value with your neuron ID from the NNS Frontend Dapp (step 2.7)
+
*Replace the <code>NEURON_ID</code> value with your neuron ID from the NNS Frontend Dapp (step 3.6)
  
*'''''IMPORTANT:''''' Please make sure that you also update the <code>--summary</code> and include a link to the forum discussion, your company's web page, and/or to another place that can convince the voting community that you are making a legitimate request. This way you will avoid the community voting NO to your proposal and you losing your staked ICPs.
+
*'''''IMPORTANT:''''' Please make sure that you also update the <code>--summary</code> and include a link to the forum discussion, your company's web page, and/or to another place that can convince the voting community that you are making a legitimate request. You must also include the file hash for the [[Node Provider Self-declaration|self declaration and proof of identity documents]], or the proposal will be rejected. This way you will avoid the community voting NO to your proposal and you losing your staked ICPs.
  
# Create the Proposal <syntaxhighlight lang="shell">
+
##Create the Proposal <syntaxhighlight lang="shell">
 
$ NODE_PROVIDER_NAME="My Company"
 
$ NODE_PROVIDER_NAME="My Company"
 
$ NODE_PROVIDER_PRINCIPAL=xxxxx-xxxxx-xxxxx-xxxxx-xxxxx-xxxxx-xxxxx-xxxxx-xxxxx-xxxxx-xxx
 
$ NODE_PROVIDER_PRINCIPAL=xxxxx-xxxxx-xxxxx-xxxxx-xxxxx-xxxxx-xxxxx-xxxxx-xxxxx-xxxxx-xxx
Line 147: Line 158:
 
         --proposer $NEURON_ID \
 
         --proposer $NEURON_ID \
 
         --proposal-title "Register a node provider '${NODE_PROVIDER_NAME}'" \
 
         --proposal-title "Register a node provider '${NODE_PROVIDER_NAME}'" \
         --summary "Register a node provider '${NODE_PROVIDER_NAME}', in line with the announcement and discussion at https://forum.dfinity.org/t/..." \
+
         --summary "Register a node provider '${NODE_PROVIDER_NAME}', in line with the announcement and discussion at <https://forum.dfinity.org/t/...>. The self-declaration documentation is available at <https://wiki.internetcomputer.org/wiki/...> with SHA256 hash <SHA256>. The proof of identity is available at <https://wiki.internetcomputer.org/wiki/...> with SHA256 hash <SHA256>." \
 
         --node-provider-pid "$NODE_PROVIDER_PRINCIPAL"
 
         --node-provider-pid "$NODE_PROVIDER_PRINCIPAL"
</syntaxhighlight>
+
</syntaxhighlight>Note: make sure <code>${NODE_PROVIDER_NAME}</code> is presented in single quotes, so the IC dashboard can pick up and display the correct Node Provider name.
# Find the proposal on https://dashboard.internetcomputer.org/governance and '''wait until it is executed before proceeding to next step.'''
+
#Find the proposal on https://dashboard.internetcomputer.org/governance and '''wait until it is executed before proceeding to next step.'''
 +
#In order to expedite the speed of your proposal's approval, it is best to create a post in this [https://forum.dfinity.org/t/new-node-provider-proposals/16643/69 forum thread] to raise awareness of your proposal. You can use this as a [https://docs.google.com/document/d/1nKy5hKiF72a4NCHvpgij-Np9pbtR5KOBbF1W6qr-nds/edit?usp=sharing template] for the post.
 +
 
  
== 8. Ensure that your datacenter is registered in the network ==
+
''See guide for [[Troubleshooting Failed NNS proposals]]''
# Search for your data center on https://dashboard.internetcomputer.org/centers.
 
#* If you found the datacenter that is hosting your nodes, remember its ID, and skip the following section. Otherwise, proceed with the registration of a new DC record.
 
#: [[File:dc_id.png|1041x1041px|alt=]]
 
  
=== Create a data center record for a new DC ===
+
==9. Register your datacenter to the network (if necessary)==
 +
#Search for your data center on https://dashboard.internetcomputer.org/centers.
 +
#*If you found the datacenter that is hosting your nodes, remember its ID, and skip the following section. Otherwise, proceed with the registration of a new DC record.
 +
#:[[File:dc_id.png|1041x1041px|alt=]]
 +
===Create a data center record for a new DC===
 
In the next block of code:
 
In the next block of code:
* Replace the <code>NEURON_ID</code> value with your neuron ID from the NNS Frontend Dapp (step 2.7)
+
*Replace the <code>NEURON_ID</code> value with your neuron ID from the NNS Frontend Dapp (step 3.6)
* Replace the JSON fields from the <code>–data-centers-to-add</code> argument and their corresponding values in <code>--summary</code>:
+
*Replace the JSON fields from the <code>–data-centers-to-add</code> argument and their corresponding values in <code>--summary</code>:
** <code>&quot;id&quot;</code> represents the city that your datacenter is in and is formulated as a combination of two letters representing the city and an incrementing number. Search data center IDs on https://dashboard.internetcomputer.org, and find a combination of two letters and a number that’s not yet registered. Examples:
+
**<code>&quot;id&quot;</code> represents the city that your datacenter is in and is formulated as a combination of two letters representing the city and an incrementing number. Search data center IDs on https://dashboard.internetcomputer.org, and find a combination of two letters and a number that’s not yet registered. Examples:
*** dl1 (Dallas, no IDs with “dl” prefix)
+
***dl1 (Dallas, no IDs with “dl” prefix)
*** zh10 (Zurich, numbers 0-9 are already registered)  
+
***zh10 (Zurich, numbers 0-9 are already registered)
**: [[File:dc_id.png|1024px]]
+
**:[[File:dc_id.png|1024px]]
** <code>&quot;region&quot;</code> represents the local region of a datacenter and is formulated as a three-part string divided by commas. The three parts making the string are continent, country code, and region, in the given order. Examples:
+
**<code>&quot;region&quot;</code> represents the local region of a datacenter and is formulated as a three-part string divided by commas. The three parts making the string are continent, country code, and region, in the given order. Examples:
*** North America,US,Florida
+
***North America,US,Florida
*** Europe,DE,Bavaria
+
***Europe,DE,Bavaria
*** Asia,SG,Singapore
+
***Asia,SG,Singapore
**: [[File:datacenter_region.png|1024px]]  
+
**:[[File:datacenter_region.png|1024px]]
** <code>&quot;owner&quot;</code> The entity that provides your datacenter facilities.  
+
**<code>&quot;owner&quot;</code> The entity that provides your datacenter facilities.  
*** Search https://dashboard.internetcomputer.org for existing data center providers.
+
***Search https://dashboard.internetcomputer.org for existing data center providers.
*** If there’s match, make sure you use the same exact some name for your datacenter.  
+
*** If there’s match, make sure you use the same exact some name for your datacenter.
*** Otherwise, name the data center owner to your best knowledge.  
+
***Otherwise, name the data center owner to your best knowledge.
**: [[File:datacenter_owner.png|1024px]]
+
**:[[File:datacenter_owner.png|1024px]]
** <code>&quot;gps&quot;</code> GPS coordinates.  
+
**<code>&quot;gps&quot;</code> GPS coordinates.  
*** Find your datacenter on https://www.google.com/maps/.  
+
***Find your datacenter on https://www.google.com/maps/.
*** Right click on location, and select the GPS coordinates (first item in the menu) in order to copy them.
+
***Right click on location, and select the GPS coordinates (first item in the menu) in order to copy them.
**: [[File:maps.png|310x310px|alt=Getting GPS coordinates|Getting GPS coordinates]]
+
**:[[File:maps.png|310x310px|alt=Getting GPS coordinates|Getting GPS coordinates]]
  
# Create the proposal: <syntaxhighlight lang="shell">
+
#Create the proposal: <syntaxhighlight lang="shell">
 
$ NEURON_ID=XXXXXXXXXXXXXXXXXXXX
 
$ NEURON_ID=XXXXXXXXXXXXXXXXXXXX
 
$ ./ic-admin \
 
$ ./ic-admin \
Line 198: Line 212:
 
         }'
 
         }'
 
</syntaxhighlight>'''Remember to replace all the values of both the arguments <code>–data-centers-to-add</code> and <code>--summary</code>'''
 
</syntaxhighlight>'''Remember to replace all the values of both the arguments <code>–data-centers-to-add</code> and <code>--summary</code>'''
# Find the proposal on https://dashboard.internetcomputer.org/governance and wait until it's executed before proceeding to next step.
+
#Find the proposal on https://dashboard.internetcomputer.org/governance and wait until it's executed before proceeding to next step.
 +
#In order to expedite the speed of your proposal's approval, it is best to create a post in this [https://forum.dfinity.org/t/new-node-provider-proposals/16643/69 forum thread] to raise awareness of your proposal. You can use this as a [https://docs.google.com/document/d/1Hg0tI9O5__Tp4qKrNKuTADsQT7Z47I6aAFXbiDimG_U/edit?usp=sharing template] for the post.
 +
 
 +
 
 +
''See guide for [[Troubleshooting Failed NNS proposals]]''
 +
 
 +
==10. Create a node operator record==
 +
'''''IMPORTANT''':'' Before submitting the Node Operator record, please go through the description of [[Validation of Candidate Node Machines]] to validate whether additional node machines are needed for decentralization of the IC-network.
 +
 
 +
* Create a pdf with the outcome of running the optimization model and the steps that allow the community to reproduce the validation check.
 +
* Include the pdf in the wiki page that includes the NP documents (self-declaration and proof-of-identity document)
 +
* Include a link to the pdf as well as the hash of the document in the Node Operator record proosal.
 +
 
  
== 9. Create a node operator record ==
 
 
In the next codeblock:
 
In the next codeblock:
* Replace the <code>NEURON_ID</code> value with your neuron ID from the NNS Frontend Dapp (step 2.7).
+
*Replace the <code>NEURON_ID</code> value with your neuron ID from the NNS Frontend Dapp (step 3.6).
* Replace the <code>NODE_PROVIDER_PRINCIPAL</code> value with the Ledger Hardware Wallet principal that you got from the NNS Frontend DAPP (step 3.4).
+
*Replace the <code>NODE_PROVIDER_PRINCIPAL</code> value with the Ledger Hardware Wallet principal that you got from the NNS Frontend Dapp (step 4.4).
* Replace the <code>NODE_OPERATOR_PRINCIPAL</code> value with your node operator principal (step 6.1).
+
*Replace the <code>NODE_OPERATOR_PRINCIPAL</code> value with your node operator principal (step 7.1). '''Important''': if you are adding an additional node operator record because you will deploy nodes in another data center, please make sure to create a new node operator principal first (steps 6 and 7). A node operator principal can only be tied to 1 data center.
* Replace the <code>NODE_PROVIDER_NAME</code> value with the name of the entity that will provide the nodes.
+
*Replace the <code>NODE_PROVIDER_NAME</code> value with the name of the entity that will provide the nodes.
* Replace the <code>NODE_ALLOWANCE</code> variable value with number of nodes you are providing.
+
*Replace the <code>NODE_ALLOWANCE</code> variable value with number of nodes you are providing.
 
* Replace the <code>DC_ID</code> variable value with id of your datacenter.
 
* Replace the <code>DC_ID</code> variable value with id of your datacenter.
  
Line 222: Line 247:
 
     propose-to-add-node-operator \
 
     propose-to-add-node-operator \
 
         $NODE_PROVIDER_PRINCIPAL \
 
         $NODE_PROVIDER_PRINCIPAL \
         --summary "Node provider '$NODE_PROVIDER_NAME' is adding $NODE_ALLOWANCE nodes in the $DC_ID data center" \
+
         --summary "Node provider '$NODE_PROVIDER_NAME' is adding $NODE_ALLOWANCE nodes in the $DC_ID data center. The result of the canidate node machine validation and exact configuration run is available at <https://wiki.internetcomputer.org/wiki/...> with SHA256 hash <SHA256>." \
 
         --proposer $NEURON_ID \
 
         --proposer $NEURON_ID \
 
         --node-operator-principal-id $NODE_OPERATOR_PRINCIPAL \
 
         --node-operator-principal-id $NODE_OPERATOR_PRINCIPAL \
Line 228: Line 253:
 
         --dc-id $DC_ID
 
         --dc-id $DC_ID
 
</syntaxhighlight>
 
</syntaxhighlight>
# Find the proposal on https://dashboard.internetcomputer.org/governance and wait until it's executed before proceeding to next step.
+
#Find the proposal on https://dashboard.internetcomputer.org/governance and wait until it's executed before proceeding to next step.
  
== 10. Onboard nodes ==
 
  
# Follow the instructions to onboard new nodes:
+
''See guide for [[Troubleshooting Failed NNS proposals]]''
#* Gen2 - For NP's onboarding in 2023 and later
 
#** [[IC-OS Installation Runbook]]
 
#* Gen1 - For NP's participating in the IC before 2023
 
#**[[IC OS Installation Runbook - PowerEdge R6525]]
 
#**[[IC OS Installation Runbook - Supermicro]]
 
# Verify that all the nodes were successfully onboarded by checking their status on the dashboard is set to either “Up” or “Unassigned”, or by checking the output from <code>ic-admin get-topology</code> command.
 
#* The internal dashboard can be searched by your Node Provider principal.
 
#: [[File:onboarded_nodes.png|1024px|onboarded nodes]]
 

Latest revision as of 16:11, 1 September 2024

Learn how to be accepted by the NNS as a Node Provider and onboard your nodes to the IC.

Please allocate up to a week to complete this guide, as it may take several days for a proposal to be accepted by the NNS, and you may have to submit multiple NNS proposals.

Note that the following steps do not need to be performed on the node machine itself. You can complete them on your personal laptop.

If you encounter issues through any of these steps, check the Node Provider Troubleshooting page. If that does not solve your problem, you are encouraged to ask for assistance in the Node Provider Matrix channel.

For regular operations after onboarding, please refer to Node Provider Maintenance Guide.

Requirements

1. Install the required tools

A. Install ic-admin

ic-admin is the tool used to create and submit NNS proposals.

MacOS

  1. To install ic-admin, view the latest release version in the DFINITY/ic repo. Then, use the following URL
    $ curl -L "https://github.com/dfinity/ic/releases/download/[latest-release]/ic-admin-x86_64-darwin.gz" -o - | gunzip > ./ic-admin
    $ chmod +x ./ic-admin
    
    Replace [latest-release] with the most recent IC version, such as release-2024-07-10_23-01-base.
  2. Verify the binary
    $ diff <(shasum -a 256 ./ic-admin | cut -d' ' -f1) <(echo 035abf8925bf54e067d13eee0a6205e883507d6138bcd232ec8069301a9b190a) && echo "ic-admin checksum matches" || echo "***ERROR***: ic-admin checksum does not match"
    

Linux

NOTE: The instructions below have been tested with the Ubuntu 20.04 release.

  1. To install ic-admin, view the latest release version in the DFINITY/ic repo. Then, use the following URL
    $ curl -L "https://github.com/dfinity/ic/releases/download/[latest-release]/ic-admin-x86_64-linux.gz" -o - | gunzip > ./ic-admin
    $ chmod +x ./ic-admin
    
    Replace [latest-release] with the most recent IC version, such as release-2024-07-10_23-01-base.
  2. Verify the binary
    $ diff <(shasum -a 256 ./ic-admin | cut -d' ' -f1) <(echo e3b0c44298fc1c149afbf4c8996fb92427ae41e4649b934ca495991b7852b855) && echo "ic-admin checksum matches" || echo "***ERROR***: ic-admin checksum does not match"
    

B. Install dfx

  1. dfx is a CLI tool used to generate neuron hotkeys, among other things such as canister deployment and management.
    $ sh -ci "$(curl -fsSL https://internetcomputer.org/install.sh)"
    
  2. Verify that dfx is up to date.
    $ export PATH=$HOME/bin:$PATH
    $ dfx upgrade
    $ dfx --version
    

2. Create Node Provider hotkey

  1. Create an identity for the Node Provider hotkey
    $ dfx identity new --storage-mode=plaintext node-provider-hotkey
    
    Created identity: "node-provider-hotkey".
    
    
    $ dfx --identity node-provider-hotkey identity get-principal
    
    xxxxx-xxxxx-xxxxx-xxxxx-xxxxx-xxxxx-xxxxx-xxxxx-xxxxx-xxxxx-xxx
    # example node-provider-hotkey: wuyst-x5tpn-g5wri-mp3ps-vjtba-de3xs-w5xgb-crvek-tucbe-o5rqi-mae
    
    You will need the Node Provider hotkey in the next steps.


Note: The Node Provider hotkey is NOT the Node Provider principal. This is the hotkey that is used for the NNS proposal submissions only.

Note: You may be prompted to enter a passphrase when creating your identity and accessing your identity principal. Take note of the passphrase you choose.

3. Create and Manage Neuron via NNS Frontend Dapp and Internet Identity

  1. Send at least 11 ICP tokens to your hardware wallet address.
  2. Navigate to the Neurons tab and create a Neuron by staking at least 10 ICP from your hardware wallet. Staking more ICP is acceptable, but 10 is the minimum needed for this process, and you must have a little more for transaction fees.
  3. IMPORTANT! Confirm the transaction on your hardware wallet.
    stake neuron
  4. After the Neuron has been created successfully, confirm to "Add NNS Dapp as hotkey" in the dialogue and on your hardware wallet, and close the dialog after the action completes.
    neuron id
  5. Set the dissolve delay to at least 6 months, and confirm the choice in the dialogue and on your hardware wallet. After the action completes, you can close the "Follow Neurons".
    neuron id
  6. You will now see a Neuron listed with its ID. Copy the Neuron ID, since you will need it in the next steps to place the necessary proposals.
    Neuron id.png

4. Add hotkeys

  1. Select the Neuron you just created to open Neuron management view and press “Add hotkey” button.
    Hotkey 1.png
  2. A dialog will pop up where you can enter the hotkey you generated in step 2.1 (output from command dfx --identity node-provider-hotkey identity get-principal). This will allow you to submit NNS proposals using ic-admin and will not be used for anything else.
    Press the confirm button and confirm the transactions on your hardware wallet.
    Hotkey 2.png
  3. Get the Ledger Hardware Wallet Principal Id: Navigate back to ICP page and select your Ledger hardware wallet account. You will need to use this Ledger Hardware Wallet principal as the Node Provider principal in order to get the rewards directly into the secure hardware wallet.
    Node provider principal 1.png
    Node provider principal 2.png
  4. Copy and save this Node Provider principal by clicking on the copy icon after the principal id. You'll need it in the next steps.
    $ NODE_PROVIDER_PRINCIPAL=xxxxx-xxxxx-xxxxx-xxxxx-xxxxx-xxxxx-xxxxx-xxxxx-xxxxx-xxxxx-xxx   
    # Input ledger Hardware Wallet principal, from the NNS FrontEnd dapp https://nns.ic0.app/
    
    # example: $ NODE_PROVIDER_PRINCIPAL=fharn-5vyi2-4xb4a-64yyi-3jpmj-pga23-mxy25-d5uim-fqcro-eoefh-tae
    

5. Choose onboarding path (HSM vs no HSM)

Onboarding without a NitroKey HSM is the current onboarding path. In particular, node providers onboarding Gen 2 hardware must onboard without a NitroKey HSM. If you will be onboarding without a NitroKey HSM, continue to the next step.

If the legacy procedure is required for your onboarding (which should only be the case in rare and exceptional situations), follow the NitroKey HSM onboarding instructions and then return to step 8.

6. Setup the Node Operator keys

  1. Ensure dfx is at least version 0.14. Node Operator keys created with older versions of dfx will fail to join the IC. Run:
    $ dfxvm update
    $ dfx --version
    
  2. Create a new principal with dfx:
    $ dfx identity new --storage-mode=plaintext node_operator
    
  3. Confirm node_operator identity was created successfully:
    $ dfx identity list
    
    This list should contain node_operator.
  4. Copy new key to a known location:
    $ cp ~/.config/dfx/identity/node_operator/identity.pem ./node_operator_private_key.pem
    
  5. Check the contents of the node_operator_private_key.pem file and double check that it contains the following contents. It is imperative that the first line has -----BEGIN EC PRIVATE KEY-----. If it does not, make sure you use the latest dfx version and that you followed the instructions precisely.
    ❯ cat ./node_operator_private_key.pem
    -----BEGIN EC PRIVATE KEY-----
    [3 lines of base64 encoded private key, e.g. n2Nhp68YcQpuS0u96r...]
    -----END EC PRIVATE KEY-----
    
    Note: you must retain access to the node_operator_private_key.pem file for when you onboard nodes in roadmap milestone five.

7. Get the node operator principal

  1. Get the principal:
    $ NODE_OPERATOR_PRINCIPAL=$(dfx --identity node_operator identity get-principal)
    $ echo $NODE_OPERATOR_PRINCIPAL
    
    uqquy-76uhn-2mys5-xxxxx-xxxxx-xxxxx-xxxxx-xxxxx-xxxxx-xxxxx-xxx
    

You will need the node operator principal in the next steps.

8. Register your Node Provider principal to the network

In the next codeblock:

  • Replace the NODE_PROVIDER_NAME value with the name of the entity that will provide the nodes.
  • Replace the NODE_PROVIDER_PRINCIPAL value with the Ledger Hardware Wallet principal that you got from the NNS Frontend Dapp (step 4.4)
  • Replace the NEURON_ID value with your neuron ID from the NNS Frontend Dapp (step 3.6)
  • IMPORTANT: Please make sure that you also update the --summary and include a link to the forum discussion, your company's web page, and/or to another place that can convince the voting community that you are making a legitimate request. You must also include the file hash for the self declaration and proof of identity documents, or the proposal will be rejected. This way you will avoid the community voting NO to your proposal and you losing your staked ICPs.
    1. Create the Proposal
      $ NODE_PROVIDER_NAME="My Company"
      $ NODE_PROVIDER_PRINCIPAL=xxxxx-xxxxx-xxxxx-xxxxx-xxxxx-xxxxx-xxxxx-xxxxx-xxxxx-xxxxx-xxx
      $ NEURON_ID=XXXXXXXXXXXXXXXXXXXX
      $ ./ic-admin \
              --nns-url https://ic0.app \
              -s ~/.config/dfx/identity/node-provider-hotkey/identity.pem \
          propose-to-add-or-remove-node-provider add \
              --proposer $NEURON_ID \
              --proposal-title "Register a node provider '${NODE_PROVIDER_NAME}'" \
              --summary "Register a node provider '${NODE_PROVIDER_NAME}', in line with the announcement and discussion at <https://forum.dfinity.org/t/...>. The self-declaration documentation is available at <https://wiki.internetcomputer.org/wiki/...> with SHA256 hash <SHA256>. The proof of identity is available at <https://wiki.internetcomputer.org/wiki/...> with SHA256 hash <SHA256>." \
              --node-provider-pid "$NODE_PROVIDER_PRINCIPAL"
      
      Note: make sure ${NODE_PROVIDER_NAME} is presented in single quotes, so the IC dashboard can pick up and display the correct Node Provider name.
  1. Find the proposal on https://dashboard.internetcomputer.org/governance and wait until it is executed before proceeding to next step.
  2. In order to expedite the speed of your proposal's approval, it is best to create a post in this forum thread to raise awareness of your proposal. You can use this as a template for the post.


See guide for Troubleshooting Failed NNS proposals

9. Register your datacenter to the network (if necessary)

  1. Search for your data center on https://dashboard.internetcomputer.org/centers.
    • If you found the datacenter that is hosting your nodes, remember its ID, and skip the following section. Otherwise, proceed with the registration of a new DC record.

Create a data center record for a new DC

In the next block of code:

  • Replace the NEURON_ID value with your neuron ID from the NNS Frontend Dapp (step 3.6)
  • Replace the JSON fields from the –data-centers-to-add argument and their corresponding values in --summary:
    • "id" represents the city that your datacenter is in and is formulated as a combination of two letters representing the city and an incrementing number. Search data center IDs on https://dashboard.internetcomputer.org, and find a combination of two letters and a number that’s not yet registered. Examples:
      • dl1 (Dallas, no IDs with “dl” prefix)
      • zh10 (Zurich, numbers 0-9 are already registered)
      Dc id.png
    • "region" represents the local region of a datacenter and is formulated as a three-part string divided by commas. The three parts making the string are continent, country code, and region, in the given order. Examples:
      • North America,US,Florida
      • Europe,DE,Bavaria
      • Asia,SG,Singapore
      Datacenter region.png
    • "owner" The entity that provides your datacenter facilities.
      • Search https://dashboard.internetcomputer.org for existing data center providers.
      • If there’s match, make sure you use the same exact some name for your datacenter.
      • Otherwise, name the data center owner to your best knowledge.
      Datacenter owner.png
    • "gps" GPS coordinates.
      • Find your datacenter on https://www.google.com/maps/.
      • Right click on location, and select the GPS coordinates (first item in the menu) in order to copy them.
      Getting GPS coordinates
  1. Create the proposal:
    $ NEURON_ID=XXXXXXXXXXXXXXXXXXXX
    $ ./ic-admin \
            --nns-url https://ic0.app \
            -s ~/.config/dfx/identity/node-provider-hotkey/identity.pem \
        propose-to-add-or-remove-data-centers \
            --summary "Register a Flexential datacenter as dl1 in North America,US,Texas" \
            --skip-confirmation \
            --proposer $NEURON_ID \
            --data-centers-to-add '{
                "id": "dl1",
                "region": "North America,US,Texas",
                "owner": "Flexential",
                "gps": [
                    33.00803, -96.66614
                ]
            }'
    
    Remember to replace all the values of both the arguments –data-centers-to-add and --summary
  2. Find the proposal on https://dashboard.internetcomputer.org/governance and wait until it's executed before proceeding to next step.
  3. In order to expedite the speed of your proposal's approval, it is best to create a post in this forum thread to raise awareness of your proposal. You can use this as a template for the post.


See guide for Troubleshooting Failed NNS proposals

10. Create a node operator record

IMPORTANT: Before submitting the Node Operator record, please go through the description of Validation of Candidate Node Machines to validate whether additional node machines are needed for decentralization of the IC-network.

  • Create a pdf with the outcome of running the optimization model and the steps that allow the community to reproduce the validation check.
  • Include the pdf in the wiki page that includes the NP documents (self-declaration and proof-of-identity document)
  • Include a link to the pdf as well as the hash of the document in the Node Operator record proosal.


In the next codeblock:

  • Replace the NEURON_ID value with your neuron ID from the NNS Frontend Dapp (step 3.6).
  • Replace the NODE_PROVIDER_PRINCIPAL value with the Ledger Hardware Wallet principal that you got from the NNS Frontend Dapp (step 4.4).
  • Replace the NODE_OPERATOR_PRINCIPAL value with your node operator principal (step 7.1). Important: if you are adding an additional node operator record because you will deploy nodes in another data center, please make sure to create a new node operator principal first (steps 6 and 7). A node operator principal can only be tied to 1 data center.
  • Replace the NODE_PROVIDER_NAME value with the name of the entity that will provide the nodes.
  • Replace the NODE_ALLOWANCE variable value with number of nodes you are providing.
  • Replace the DC_ID variable value with id of your datacenter.
  1. Create the proposal:
    $ NEURON_ID=XXXXXXXXXXXXXXXXXXXX
    $ NODE_PROVIDER_PRINCIPAL=xxxxx-xxxxx-xxxxx-xxxxx-xxxxx-xxxxx-xxxxx-xxxxx-xxxxx-xxxxx-xxx
    $ NODE_OPERATOR_PRINCIPAL=xxxxx-xxxxx-xxxxx-xxxxx-xxxxx-xxxxx-xxxxx-xxxxx-xxxxx-xxxxx-xxx
    $ NODE_PROVIDER_NAME="My Company"
    $ NODE_ALLOWANCE=8
    $ DC_ID=dl1
    
    $ ./ic-admin \
            --nns-url https://ic0.app \
            -s ~/.config/dfx/identity/node-provider-hotkey/identity.pem \
        propose-to-add-node-operator \
            $NODE_PROVIDER_PRINCIPAL \
            --summary "Node provider '$NODE_PROVIDER_NAME' is adding $NODE_ALLOWANCE nodes in the $DC_ID data center. The result of the canidate node machine validation and exact configuration run is available at <https://wiki.internetcomputer.org/wiki/...> with SHA256 hash <SHA256>." \
            --proposer $NEURON_ID \
            --node-operator-principal-id $NODE_OPERATOR_PRINCIPAL \
            --node-allowance $NODE_ALLOWANCE \
            --dc-id $DC_ID
    
  2. Find the proposal on https://dashboard.internetcomputer.org/governance and wait until it's executed before proceeding to next step.


See guide for Troubleshooting Failed NNS proposals