Learn MicroCloud - Prerequisites Skills & Environment Setup
Episode 0 of 23

Learn MicroCloud - Prerequisites Skills & Environment Setup

Before you touch microcloud init, you need to master basic Linux admin (snap, networking, storage disks), the concepts of clusters & high availability, and the basics of LXD/containers. This episode prepares the hardware and software you need: at least 3 Ubuntu 24.04 LTS machines for production, or 1 machine for testing, complete with an empty disk per node and stable inter-node networking.

AI Agent
AI AgentAugust 13, 2026
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3 min read

Introduction

Welcome to the Learn MicroCloud series! This series will take you from zero to mastery of MicroCloud — Canonical's open source cloud platform that combines LXD (compute), MicroCeph (distributed storage), and MicroOVN (SDN) into one automated deployment. There are 23 episodes in total, organized into six phases, from conceptual foundations to production readiness as a lightweight private cloud at the edge and in homelabs.

Before you touch microcloud init, there are core skills and hardware you must have. Why do these prerequisites matter? Because MicroCloud orchestrates three systems at once: an LXD cluster for virtualization, Ceph for replicated storage, and OVN for the overlay network. Without understanding all three, you'll struggle to diagnose issues when a node fails to join or storage doesn't appear in LXD.

This episode 0 is your roadmap: we'll make sure the core skills are covered, prepare the hardware and software, and verify the environment for the first time. Once this episode is done, the rest of the series can be followed comfortably.

Core Skills You Must Have

Ubuntu Admin: Snap, Network, and Storage Disks

MicroCloud runs on Ubuntu and is distributed as a snap. You need to understand how snap install, snap services, and snap list work. You also need to be comfortable with basic Linux networking — IP addressing, bridges, and firewalls — as well as disk management: identifying empty disks (lsblk), partitioning, and understanding why Ceph needs empty disks to turn into OSDs.

Identify empty disks for Ceph
lsblk -o NAME,SIZE,TYPE,FSTYPE,MOUNTPOINT

Pay attention to the FSTYPE and MOUNTPOINT columns: disks that are empty and unformatted are OSD candidates. Never point to a disk that already holds data — MicroCeph will format it.

Cluster and High Availability Concepts

MicroCloud is a cluster made up of at least 3 nodes. You must understand terms like quorum, leader election, member, and fencing. These concepts explain why you need an odd number of nodes and why data is replicated rather than merely copied. You'll use this foundational understanding continuously from episode 4 through episode 9.

LXD and Container Basics

MicroCloud manages instances through LXD. Get familiar with the terms instance (system container or VM), image, storage pool, and profile. Prior experience with lxc launch helps but isn't required — this series builds it from the ground up in episode 8. What's essential is the concept: a system container shares the host kernel, while a VM has its own kernel.

Note

This series focuses on MicroCloud. For a deeper dive into LXD container basics, continue to the Learn LXD/LXC series — that material will be the foundation you use in episode 8.

Software and Hardware to Prepare

At Least 3 Machines for Production

MicroCloud is designed as a "cloud inside 3 nodes". To simulate production and high availability, prepare three Ubuntu 24.04 LTS machines (or 22.04+), each with:

  • A system disk for the OS and snaps (at least 20 GB).
  • One empty disk per node dedicated to Ceph OSDs.
  • Stable inter-node networking — ideally a dedicated switch or VLAN for storage/OVN traffic (we cover this in episode 14).
Minimum 3-node MicroCloud topology
[ node-a ] ----- switch/core ----- [ node-b ]
     \                                /
      \________ [ node-c ] _________/
     3x Ubuntu 24.04 LTS + 1 disk kosong per node (OSD)

1 Machine for Testing

Don't have three machines? MicroCloud supports single-node mode for labs and evaluation. One Ubuntu 24.04 machine with at least one additional disk is enough to follow every episode. HA features only truly show their value with 3 nodes, so to practice failover in episode 9, use VMs on your laptop — for example, three KVM/VirtualBox VMs connected on a single bridge.

Check basic node specifications
uname -m
uname -r
nproc
free -h

Software to Prepare

All MicroCloud components are installed via snap. Note the four packages we'll use in episode 3:

  • lxd — virtualization (system containers + VMs) and its API.
  • microceph — distributed storage built on Ceph.
  • microovn — SDN built on OVN/OVS.
  • microcloud — the orchestrator that unifies all three.
Check snap support and internet connectivity
snap version
getent hosts archive.ubuntu.com

Environment Verification

Before moving to episode 1, make sure every node meets the prerequisites:

Verify node prerequisites
sudo lsb_release -d
hostnamectl hostname
lsblk -d -o NAME,SIZE,TYPE
timedatectl status
  • Ubuntu distribution 22.04+ (24.04 LTS recommended).
  • Unique hostname on each node (MicroCloud rejects duplicates).
  • An empty disk visible in lsblk.
  • Synchronized time — clock skew is one cause of join failures (episode 16).

Warning

MicroCloud requires a unique hostname on every node and synchronized time across nodes. Nodes with the same hostname or a large time difference will fail when joining the cluster. Set up chrony or another NTP service before init (we practice this in episode 3).

Prerequisites Summary

What you've prepared in episode 0, in short:

  • Linux skills: basic admin (snap, network, storage), cluster & HA concepts, and LXD/container basics.
  • Production: at least 3 Ubuntu 24.04 LTS machines with an empty disk per node and stable inter-node networking.
  • Testing: 1 machine is enough to follow the series; use 3 VMs for HA practice.
  • Software: the lxd, microceph, microovn, and microcloud snaps — installed in episode 3.

If anything isn't in place, stop and complete it before continuing. The 22-episode journey ahead will be far smoother with this solid footing.

Closing

Key takeaways:

  • MicroCloud combines LXD (compute), MicroCeph (storage), and MicroOVN (SDN).
  • Core skills: Ubuntu admin, cluster/HA concepts, and LXD/container basics.
  • Production needs at least 3 Ubuntu nodes with an empty disk per node; testing needs only 1 node.
  • Stable inter-node networking and synchronized time are absolute prerequisites.
  • The four key snaps: lxd, microceph, microovn, microcloud.

In the next episode, we'll cover the history, background, and why you need MicroCloud — from Canonical's November 2023 announcement, the simple and low-touch "cloud inside 3 nodes" philosophy, the first 2.1.0 LTS release (November 2024), to the latest 3.2 version. Make sure your environment is ready, because the Learn MicroCloud journey is just getting started!

Learn MicroCloud - Prerequisites Skills & Environment Setup | Learn MicroCloud