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Install & Configure the Management Node Components

Prerequisites

The following management node installation instructions assume the instructions on the following pages have previously been completed:

Supported Operating Systems:

The VCL management node daemon (vcld) has been developed to run on an operating system based on Red Hat Enterprise Linux (RHEL). It has been tested on the following:

  • Red Hat Enterprise Linux 4.x
  • Red Hat Enterprise Linux 5.x
  • Red Hat Enterprise Linux 6.x
  • CentOS 5.x
  • CentOS 6.x
Required Linux Packages:

The VCL management node daemon (vcld) requires the following Linux packages and Perl modules in order to run (see step 2 below for installation instructions):

  • expat - A library for parsing XML
  • expat-devel - Libraries and include files to develop XML applications with expat
  • gcc - Various compilers (C, C++, Objective-C, Java, ...)
  • krb5-libs - The shared libraries used by Kerberos 5
  • krb5-devel - Development files needed to compile Kerberos 5 programs
  • libxml2 - Library providing XML and HTML support
  • libxml2-devel - Libraries, includes, etc. to develop XML and HTML applications
  • mysql - MySQL client programs and shared libraries
  • nmap - Network exploration tool and security scanner
  • openssh - The OpenSSH implementation of SSH protocol versions 1 and 2
  • openssl - The OpenSSL toolkit
  • openssl-devel - Files for development of applications which will use OpenSSL
  • perl - The Perl programming language
  • perl-DBD-MySQL - A MySQL interface for perl
  • xmlsec1-openssl - OpenSSL crypto plugin for XML Security Library
Required Perl Modules:

The VCL management node daemon (vcld) is written in Perl and has been tested on Perl 5.8.x. The following Perl modules available from CPAN are also required (see step 2 below for installation instructions):

  • DBI - Generic Database Interface
  • Digest::SHA1 - NIST SHA message digest algorithm
  • Mail::Mailer - Simple mail agent interface
  • Object::InsideOut - Comprehensive inside-out object support
  • RPC::XML - A set of classes for core data, message and XML handling
  • YAML - YAML Ain't Markup Language
  1. Install the VCL Management Node Code - Perl Daemon

    1. If you have not already done so, download and extract the VCL source files to the management node:

      wget --trust-server-names 'http://vcl.apache.org/downloads/download.cgi?action=download&filename=%2Fvcl%2Fapache-VCL-2.3.tar.bz2'
      tar -jxvf apache-VCL-2.3.tar.bz2

    2. Copy the managementnode directory to the location where you want it to reside (typically /usr/local):

      cp -r apache-VCL-2.3/managementnode /usr/local/vcl

  2. Install the Required Linux Packages & Perl Modules

    Run the install_perl_libs.pl script:

    perl /usr/local/vcl/bin/install_perl_libs.pl

    The last line of the install_perl_libs.pl script output should be:
    COMPLETE: installed all components
    Note: The script will hang or terminate if it encounters a problem. If this occurs, you will need to troubleshoot the problem by looking at the output.

    The install_perl_libs.pl script included in the VCL distribution will attempt to download and install the required Linux packages and Perl modules. It uses the yum utility to install the required Linux packages. The required Perl modules are available from CPAN - The Comprehensive Perl Archive Network. The install_perl_libs.pl script attempts to download and install the required Perl modules by using the CPAN.pm module which is included with most Perl distributions.

    The yum utility should exist on any modern Red Hat-based Linux distribution (Red Hat, CentOS, Fedora, etc). If yum isn't available on your management node OS, you will need to download and install the required Linux packages manually or by using another package management utility. After installing the required Linux packages, attempt to run the install_perl_libs.pl script again.
  3. Configure vcld.conf

    1. Create the /etc/vcl directory:

      mkdir /etc/vcl

    2. Copy the stock vcld.conf file to /etc/vcl:

      cp /usr/local/vcl/etc/vcl/vcld.conf /etc/vcl

    3. Edit /etc/vcl/vcld.conf:

      vi /etc/vcl/vcld.conf

      The following lines must be configured in order to start the VCL daemon (vcld) and allow it to check in to the database:
      • FQDN - the fully qualified name of the management node, this should match the name that was configured for the management node in the database
      • server - the IP address or FQDN of the database server
      • LockerWrtUser - database user account with write privileges
      • wrtPass - database user password
      • xmlrpc_pass - password for xmlrpc api from vcld to the web interface(can be long). This will be used later to sync the database vclsystem user account
      • xmlrpc_url - URL for xmlrpc api https://my.server.org/vcl/index.php?mode=xmlrpccall
    4. Save the vcld.conf file
  4. Configure the SSH Client

    The SSH client on the management node should be configured to prevent SSH processes spawned by the root user to the computers it controls from hanging because of missing or different entries in the known_hosts file.

    Edit the ssh_config file:

    vi /etc/ssh/ssh_config

    Set the following parameters:
    UserKnownHostsFile /dev/null
    StrictHostKeyChecking no
    Note: If you do not want these settings applied universally on the management node the SSH configuration can also be configured to only apply these settings to certain hosts or only for the root user. Consult the SSH documentation for more information.
  5. Install and Start the VCL Daemon (vcld) Service

    1. Copy the vcld service script to /etc/init.d and name it vcld:

      cp /usr/local/vcl/bin/S99vcld.linux /etc/init.d/vcld

    2. Add the vcld service using chkconfig:

      /sbin/chkconfig --add vcld

    3. Configure the vcld service to automatically run at runtime levels 3-5:

      /sbin/chkconfig --level 345 vcld on

    4. Start the vcld service:

      /sbin/service vcld start

      You should see output similar to the following:
      Starting vcld daemon:
                                                                 [  OK  ]

      The vcld service can also be started by running the service script directly: /etc/init.d/vcld start

    5. Check the vcld service by monitoring the vcld.log file:

      tail -f /var/log/vcld.log

      You should see the following being added to the log file every few seconds if the management node is checking in with the database:
      2012-05-15 13:23:45|25494|vcld:main(167)|lastcheckin time updated for management node 1: 2012-05-15 13:23:45

      The vcld -v (verbose) flag is needed in order to see the check-in message.

  6. Set the vclsystem account password for xmlrpc api

    Using the vcld -setup tool, set the vclsystem account. This is needed to properly use the block allocation features.

    /usr/local/vcl/bin/vcld -setup

    Select 1. VCL Base Module
    Select 2. Set Local VCL User Account Password
    Select 2. vclsystem
    From the vcld.conf file, paste or type the password from xmlrpc_pass variable and hit enter.
  7. Install & Configure the DHCP Service

    1. Install dhcp if it is not already installed:

      yum install dhcp -y

    2. Configure the dhcpd service to automatically start at runlevels 3-5:

      /sbin/chkconfig --level 345 dhcpd on

    3. Configure the dhcpd.conf file.

      vi /etc/dhcpd.conf

      Configure your dhcpd.conf file according to your network configuration. The contents of the dhcpd.conf file will vary based on how your network is configured. Below is an example of a basic dhcpd.conf file:

      ddns-update-style none;
      shared-network eth0 {
      	subnet 10.100.0.0 netmask 255.255.255.0 {
      		ignore unknown-clients;
      	}
      }
      
      You will add host definitions to the dhcpd.conf file after you add computers to VCL using the website. The website will display the dhcpd.conf host definitions after the computers have been added to VCL, which can be copied and pasted into the dhcpd.conf file.
    4. Start the dhcpd service:

      /sbin/service dhcpd start

  8. Configure Windows Product Keys and/or KMS Server Addresses (Optional)

    If you will be deploying Windows environments your institution's Windows product key and/or KMS server addresses must be entered into the VCL database. This can be done by running the following command:

    /usr/local/vcl/bin/vcld -setup

    Select "Windows OS Module" and follow the prompts.
  9. Download Windows Sysprep Utility (Optional)

    If you will be using VCL to deploy bare-metal Windows XP or Windows Server 2003 environments via xCAT, the appropriate versions of the Microsoft Sysprep utility must be downloaded to the management node. The following steps do not need to be completed if you only intend to deploy VMware virtual machines.

    The Sysprep utility is included in the Deployment Tools available for free from Microsoft. You do not need to download Sysprep for Windows 7 or Windows Server 2008 because it is included in the operating system.

    The Sysprep files need to be downloaded, extracted, and then copied to the management node. The format of the file available for download is Microsoft's .cab format. It is easiest to extract the files on a Windows computer. Windows Explorer is able to open the .cab file and then the files contained within can be copied elsewhere.

    1. Windows XP
      1. Download Sysprep for Windows XP: Windows XP Service Pack 3 Deployment Tools
      2. Extract the Windows XP Sysprep Files
      3. Copy the extracted Windows XP Sysprep files to the following directory the management node:
        /usr/local/vcl/tools/Windows_XP/Utilities/Sysprep
    2. Windows Server 2003
      1. Download Sysprep for Windows Server 2003: System Preparation tool for Windows Server 2003 Service Pack 2 Deployment
      2. Extract the Windows Server 2003 Sysprep Files
      3. Copy the extracted Windows Server 2003 Sysprep files to the following directory the management node:
        /usr/local/vcl/tools/Windows_Server_2003/Utilities/Sysprep
  10. Download Windows Drivers (Optional)

    Drivers which aren't included with Windows must be downloaded and saved to the management node. The drivers required will vary greatly depending on the hardware. The only way to know what additional drivers you need is to install Windows on a computer and check for missing drivers.

    The drivers must be copied to the appropriate directory on the management node. The VCL image capture process copies the driver directories to the computer before an image is captured. Drivers from multiple directories will be copied based on the version of Windows being captured. There are driver directories under tools for each version of Windows (Windows XP, Windows 7) and for each version group of Windows (version 5, 6). This allows drivers which are common to multiple versions of Windows to be shared in the management node tools directory structure.
    Examples:

    If a chipset driver works for all versions of Windows it should be saved in:
    /var/lib/vcl/tools/Windows/Drivers/Chipset

    If Windows XP and Windows Server 2003 both use the same network driver it can be saved in:
    /var/lib/vcl/tools/Windows_Version_5/Drivers/Network

    If a storage driver only works for Windows XP it should be saved in:
    /var/lib/vcl/tools/Windows_XP/Drivers/Storage

    During the image capture process, each Windows version directory is copied to the computer under C:\Cygwin\home\root\VCL. The order in which the Windows version directories are copied goes from most general to most specific. In the example above, the order would be:
    /var/lib/vcl/tools/Windows/*
    /var/lib/vcl/tools/Windows_Version_5/*
    /var/lib/vcl/tools/Windows_XP/*

    The following list shows which driver files should be saved in the driver directories:
    /var/lib/vcl/tools/Windows/Drivers - drivers common to all versions of Windows
    /var/lib/vcl/tools/Windows_Version_5/Drivers - drivers used by Windows XP and Server 2003
    /var/lib/vcl/tools/Windows_XP/Drivers - drivers only used by Windows XP
    /var/lib/vcl/tools/Windows_Server_2003/Drivers - drivers only used by Windows Server 2003
    /var/lib/vcl/tools/Windows_Version_6/Drivers - drivers used by Windows Vista and Server 2008
    /var/lib/vcl/tools/Windows_7/Drivers - drivers only used by Windows 7
    /var/lib/vcl/tools/Windows_Server_2008/Drivers - drivers only used by Windows Server 2008
    The directory structure under each Drivers directory does not matter. It is helpful to organize each directory by driver class, and each directory should be organized using the same theme. For example:
    /var/lib/vcl/tools/Windows_Version_XP/Drivers/Chipset
    /var/lib/vcl/tools/Windows_Version_XP/Drivers/Network
    /var/lib/vcl/tools/Windows_Version_XP/Drivers/Storage
    /var/lib/vcl/tools/Windows_Version_XP/Drivers/Video
  11. Install & Configure Provisioning Engines and Hypervisors

    VCL supports the following, please see the related websites for installation and configuration instructions:
    1. xCAT - Extreme Cluster Administration Toolkit
    2. VMware
      1. See the VMware website for installation & configuration information: http://www.vmware.com
      2. See the following pages for additional VCL VMware configuration information:
        1. VMware Configuration
        2. VCL 2.3 - Further steps if using only VMware (you probably already did things from this page when installing the web code)

Previous Step: VCL 2.3 Web Code Installation
Next Step: VCL 2.3 Configure Frontend Authentication

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