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Cisco SE Training January 27, 2012 Laurent Gharda, CEO [email protected] [email protected] [email protected] Cisco Server Provisioner 6.4

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Page 1: Cisco Server Provisioner 6 - LinMin · 2012. 1. 27. · zUpon reboot on PXE VLAN, Client uses the dynamic DHCP address during provisioning as long as it’s on PXE VLAN zUpon reboot

Cisco SE TrainingJanuary 27, 2012

Laurent Gharda, [email protected] [email protected]

[email protected]

Cisco Server Provisioner 6.4

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2012-1-12 © Copyright 2012 LinMin Corporation - www.linmin.com 2

Background

Audience:Those familiar with TSP 6.3

Presentation Contents:What’s new in CSP 6.4Followed by prior TSP 6.3 training slides

This presentation deck can be given to people new to CSPStart with TSP 6.3, then move to CSP 6.4

Effective with this release:Old name: Cisco Tidal Server Provisioner (TSP)New name: Cisco Server Provisioner (CSP)

GUI and User’s Guide have been re-brandedPackage name still uses “tsp”, will until December 2012 release

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2012-1-12 © Copyright 2012 LinMin Corporation - www.linmin.com 3

CSP 6.4 TAC Training Agenda:Changes from TSP 6.3

Installation and UpgradeInstallation: new Network Preparation scriptUpgrade from TSP 6.3

New Features in CSP 6.4 (customer-visible)Provisioning RHEL/CentOS 6.xProvisioning and Imaging of multi-NIC clientsPost-provisioning booting (IP address for given VLAN)Listing of installed packages/scripts on Help/About

New Functionality (behind the scenes)Unknown client PXE-booting management

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2012-1-12 © Copyright 2012 LinMin Corporation - www.linmin.com 4

CSP 6.4 Resources

CSP Software: http://www.cisco.com/cisco/software/type.html?mdfid=284002585&catid=268439477

Release Notes (and much more) at http://www.linmin.com/site/tsp_release_notes.html

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2012-1-12 © Copyright 2012 LinMin Corporation - www.linmin.com 5

Installation

New Network Preparation scriptStart with properly configured networkingRun this script as the first part of the installation process

Then run Server Preparation Script

Avoids issues found with non-Linux, non-Network folksDifficulty using Linux editorsTransposing numbers, punctuation, values, etc.

Detects current network settings, prompts user for confirmation, automatically configures files that previously needed to be configured manually:

Ifcfg-eth0/eth1, network, resolv.conf, hosts

Reference: http://www.linmin.com/cisco_64/help/index.html?quick_start_guide.html“Prepare your System (including Examples of Network Configuration Files)”

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2012-1-12 © Copyright 2012 LinMin Corporation - www.linmin.com 6

Upgrade to CSP 6.4 from TSP 6.3

Place all files in /usr/local/linminCSP, WPM, EPM and patchsh cisco-tsp-6.4.0-6-p1.exp (CSP package is still labeled “tsp”)Existing installation of TSP 6.3 will be detected, you will be prompted to OK the upgradeFollow the instructionsReboot

Reference:http://www.linmin.com/cisco_64/help/index.html?quick_start_guide.html

“Installation and Upgrade”

Recommendation: that all TSP 6.3 sites be upgraded to CSP 6.4 as soon as possible

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2012-1-12 © Copyright 2012 LinMin Corporation - www.linmin.com 7

CSP 6.4 New Feature:Provisioning RHEL/CentOS 6.x

No change in process from provisioning RHEL/CentOS 5.xloadlinux.plCreate MAC-Specific Provisioning Role TemplateAssign Template to a MAC-Spec Provisioning Role

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CSP 6.4 New Feature:Provisioning and Imaging Multi-NIC Clients

Provisioning:For ESX/ESXi, RHEL/CentOS, Windows Server 2008 & R2

Imaging: all OSsSupports up to 4 NICsFor non-UCS clients, discover MAC addresses by PXE-booting without network connectivity

Reference: http://www.linmin.com/cisco_64/help/index.html?client_systems_mac_address_multiple_nics.html

Enter MAC address in Prov. Role or Imaging ProfileNote for Windows Server 2008:

“Local Area Connection” is arbitrary (can be null, 2, 3 or 4)

IP can be assigned to any (Windows “feature”)

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CSP 6.4 New Feature:IP assignments are based on VLAN

Implemented such that DHCP is not required on non-PXE (production) VLANs (major issue with many data centers)Behavior:

RHEL/CentOS and Window Server 2008 & R2:Upon reboot on PXE VLAN, Client uses the dynamic DHCP address during provisioning as long as it’s on PXE VLANUpon reboot on VLAN other than the PXE VLAN, Client switches to static IP address assigned in GUI or by TEO via API

ESX/ESXiUpon reboot on any VLAN (including PXE VLAN), IP will be set to the Production VLAN static IP set in GUI or by TEO via APIClient is unreachable by IP while on PXE VLAN and until Client is on correct production VLAN (Houston requested this implementation since TEO doesn’t access Clients on PXE VLAN)

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CSP 6.4 New Feature:Help/About lists installed/used components

Easy way to ensure that customer has installed CSP correctly with all componentsInformation is captured in .help file

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CSP 6.4 New FunctionalityUnknown MAC Address Management (1 of 3)

Background:With TSP 6.3, when the MAC-Indy feature is disabled and clients with unknown MAC addresses make PXE boot requests, a DHCP flooding "Denial of Service" can occur

TSP DHCP worked overtime, MAC addresses cluttered logs and were captured by the licensing mechanismThis led to unpredictable behaviors when switching from MAC-Indy to MAC-Spec and re-using the same Client

See the “Notes” page for this slide for more details

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CSP 6.4 New FunctionalityUnknown MAC Address Management (2 of 3)

With CSP 6.4:When MAC-Indy is disabled, unknown MACs get logged and CSP presents a message to the client preventing the "Denial of Service“Client-side message is as follows:

...............................................................................###################################################################Welcome to the Bare Metal Provisioning and Imaging Service

No MAC-Specific Provisioning Role or Imaging Profilehas been activated for this NIC's MAC address (displayed above),or MAC-Independent Provisioning has not been enabledby your BMP System Administrator.

Within a few seconds, there will be an attempt to bootto the next designated boot device or PXE boot to thenext NIC of this system..................................................................................

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CSP 6.4 New FunctionalityUnknown MAC Address Management (3 of 3)

If MAC-Indy is used first, then MAC-Spec is used with the same Clients (a non-production scenario, but is typical with POCs with SEs “getting their feet wet” with CSP), unexpected behaviors can still occur

See the “Notes” page for this slide for more detailsBest practices:

Take a VM snapshot before “playing” with MAC-IndyPlay with MAC-Indy

Revert to pre-MAC-Indy snapshot when ready to use MAC-Spec with GUI or TEO for true POC or production implementationDo not use the same MAC addresses with MAC-Indy and then with MAC-Spec

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2012-1-12 © Copyright 2012 LinMin Corporation - www.linmin.com 14

CSP 6.4 Updated Documentation

UCS Manager Blade Client Configurationhttp://www.linmin.com/cisco_64/help/index.html?cisco_ucs_clients.html

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CSP 6.4: What’s coming next…

Replacement patchAbility to provision ESXi 5.0 (planned)New scripts for enhancing diagnostics process

Did PXE-boot reach the CSP Server or is there a network configuration issue?Database and log files search by MAC, by IP or for all valuesEtc. (more details forthcoming)

Support-help script to automatically execute diagnostic script(s) to include results in .help file

Will be made available from and supported directly by LinMin for select POCs and TAC until Houston QA vets and releases the patch

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2012-1-12 © Copyright 2012 LinMin Corporation - www.linmin.com 16

CSP 6.4 TAC Training Wrap-up

Q&A

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Cisco SE Boot CampOctober 5, 2011

[email protected]

Cisco Tidal Server Provisioner 6.3

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Session 1 – October 5, 1:00 p.m. – 2:00 p.m.

Concepts of operationDemo of product functionalityDemo of product installation

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Session 2: Self-Paced (Oct. 5, 2011)

Each Systems Engineer to:Install TSP 6.3 on a VM (on ESXi, not ESX)Provision at least 1 VM with:

CentOS 5.6 x86_64 or Windows Server 2008 R2If available, provision 1 blade with ESXiImage backup of the RHEL or R2 VM, then restore itGenerate a .help file

Estimated time:Installation: 1 hourProvisioning: 1.5 hours (load ISO, create Template+Role, provision)Imaging: ½ hour

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Session 3: Oct 5, 2011

Attendees must have performed the steps in Session 2TSP 6.3 architecture & file structureOverview of TSP 6.3 Troubleshooting

Installation issuesOperational issuesUnderstanding how to use .help files

Review of common support issues

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Cisco SE Boot Camp- Session 12011-10-5

Cisco Tidal Server ProvisionerConcepts of Operation

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Why Automate Infrastructure Deployment?

Increase Business Agility & Reduce Elapsed Time, e.g.:Quickly get 5 to 500 new servers online for a customerLet customers re-provision systems 24x7 with no assistanceRepurpose systems from a prior customer for a new one

Predictability, Quality, RepeatabilityEach system will be exactly like the others (when desired)

Labor costs: no more time wasted building systems by handSys Admins should do skilled, not repetitive work

Scalability: grow your infrastructure w/o headcount growthSys Admins can be located anywhere & service many sites

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TSP CapabilitiesIT Software that Controls the Pre-Operating System Domain

The Time Between Power-On and System Boot

Provisions (remotely installs) the Operating SystemWindows & Linux (and applications, scripts, files) & ESX/ESXiMAC-Specific Provisioning (for Production) and Mac-Independent (for Sandbox or PC deployments)Deployment of Rescue Systems into RAM for troubleshooting, recovery

Images (disk capture and restore of) Windows, Linux, ESXDeploys Rescue OSs

For Physical Systems and Virtual Machines

Managed via GUI (browser) or API (HTTP) (e.g., TEO)

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System Provisioning at a Glance

• OS Media (ISO files)

• OS Role Templates

• IP & MAC Addresses

• Answer Files

• Scripts

• Applications

• Drivers

• Backup Disk Images

• Rescue Systems

TSP Server:

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TSP Controls the Pre-OS Domain:The Time Between Power-On and System Boot

TSP Server

Data Center Servers

IT Applications• TEO

• Control Panels

• IT Automation

Browser

PXE, TFTP, HTTP, NFS

HTTP via API

TSP Business Rules upon Client power-on:

• Take no action (steady state): boot to disk

• Never Provision (fail safe)

• Provision just once, then switch to "Never"

• Perform full system (disk image) backup

• Perform full system restore ("roll back")

• Deploy a Rescue OS

PCs

Optional

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Architecture

Runs on Linux: Red Hat Enterprise Linux or CentOS 5.xDatabase (PostgreSQL: systems, file locations, etc.)File System (for ISOs, images, control files, etc.)Web server (for GUI access)Low level services (TFTP, PXE, DHCP, HTTP, NFS)API (used for TEO integration)Languages:

GUI: PHPEngine: JavaScripts: PHP, perl, bash

2010-09-22

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TSP relies on PXE:Pre-Boot eXecution Environment

Time

BIOSInitialization

BIOSInitialization

NICBoot ROM

NICBoot ROM

DHCPRequestDHCP

Request

Bootloader(from TFTP

server)

Bootloader(from TFTP

server)

BootMenuBootMenu

KernelAnd FSKernelAnd FS

PXE = DHCP + TFTP

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Unattended OS Installation

Sample PXE Boot and Provisioning SequenceTSP Built-in Components: DHCP, TFTP, NFS, HTTP

22

3344

55

66

77

DHCP Server

TFTP Server

File Server (NFS, HTTP)

88

11

99TSP

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Bare Metal Provisioning in 3 Steps

Repeatability, Accuracy, Continuity in Bare Metal System Deployment

OS:Red Hat®Windows®ESX®/ESXi®Ubuntu®CentOSDebianNovell® SLESFedoraRescue System CD

+PackagesFilesApplicationsConfigurationsScriptsImages

Upload into TSP: Deploy to Physical and Virtual Machines

Create “Templates” & "Roles" for "Push" &

"Pull"Bare Metal Provisioning

Steps: 1 2 3

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TSP is a Sophisticated Solution:7 Unique Paths (for Provisioning alone)

TSP understands 7 fundamental OS/Hypervisor architecture “families”, each with unique installers, control files, methods, paths, etc.

Red Hat-based: RHEL, CentOS, Fedora“Modern Windows”: Windows Server 2008/R2, Win 7“Legacy Windows”: Windows Server 2003, Win XP“Modern hypervisor”: ESXi“Legacy hypervisor”: ESXDebian-based: Debian, UbuntuSUSE-based: Novell SLES, OpenSUSE

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TSP Provisioning Method 1:MAC-Independent Provisioning (“MAC-Indy”)

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MAC-Indy Provisioning: 2 Clicks to Create a Windows Server 2008 R2 Provisioning Role

Step 1:Select

Step 2:Done

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TSP Provisioning Method 2:MAC-Specific Provisioning (“MAC-Spec”)

Used by TEO

Gives IT Precise Control Over Each SystemOS, apps, host name, password, IP, time zone, scripts, files

Lets IT Pre-Stage Systems for RepurposingSwitch systems to a dedicated provisioning VLAN then back to the Live/Customer VLAN

Lets IT Decide What Actions a System Takes:TSP to ignore the system, tell it to boot from local disk (Safe Mode)TSP to provision each time a system boots to the networkTSP to provision once, then go to "Safe Mode" (boot from HD)TSP to deploy Rescue OS to RAM: e.g., Live Ubuntu

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MAC-Spec ProvisioningStep 1: Create Provisioning Role Templates

Step 1:Select

Step 2:Done!

The form is auto-filledwith path

to kernel & RAM disk,configuration file and

optional kernel parameters

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MAC-Specific Provisioning:View All Available Provisioning Templates

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MAC-Specific ProvisioningStep 2a: Assign Template to a System

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MAC-Specific ProvisioningStep 2b: Assign Unique Settings to System

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• Each system will be provisioned with a pre-determined profile (OS/hypervisor, web/app/DB server, workstation)

• Full hardware discovery is performed such that the client systems can have different CPU types, NICs, RAM, discs, etc.

MAC-Specific ProvisioningTSP Dashboard: All Systems at a Glance

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Deploying Rescue System OSs

For remote repair of systems: deploy to RAM, not to diskLive Ubuntu = Ubuntu + Clonezilla Live (disk imaging)Red Hat/CentOS Live

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API: Sample Code Generator Makes it EasyUsed by Tidal Engineering for TEO Adapter and Workflows

"Teaching Mode" generates working API code for easy implementation

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Imaging: Backup, Restore, CloneSystems at a Glance

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Imaging: a System Profile

• IT Staff Pre-configures snapshot/rollback profiles through the Browser-based GUI

• Each system will have all its partitions backed up and stored on the network

• Systems can be restored to a fully "known-good" point in time upon IT request

• Since the OS is not running during snapshots, full file/service/database integrity is ensured

• System-Specific (tied to MAC address) "Hardware Specific Backup/Restore" = Snapshot/Rollback

• Can be used to clone systems with identical hardware

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File LocationsTSP housekeeping (installable packages, license key, support scripts, services, most logs):

/usr/local/linmin/Media and user management scripts:

/home/tftpboot/bin/ISO media:

/home/tftpboot/ISOs/ (then linux/, esx/, etc.)Installed media, customization files:

/home/tftpboot/pub/os_name/ or */install_instance_name/Reference:

Operational files: http://www.linmin.com/cisco_63/help/index.html?advanced_topics_file_locations.html

Log/Audit files: http://www.linmin.com/cisco_63/help/index.html?managing_your_provisining_server_audit_logs.html

2010-09-22

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LicensingLicense key is tied to MAC address of the TSP Linux systemInstall key with 1 command: “sh filename.exp” http://www.linmin.com/cisco_63/help/index.html?managing_your_provisioning_server_update_the_license_key_file.htmll

License keys control: Expiration of keyMaximum number of provisioned/imaged clientsUse of optional modules

ESX Provisioning ModuleWindows (Server 2008/Win7) Provisioning Module

Reference: http://www.linmin.com/cisco_63/help/index.html?advanced_topics_license_keys_and_licensing.html

Cisco engineers specify what they need, e.g.:For internal use: long duration, lots of clients, all bellsFor trials: 30/45/90/? days, 10/50/? ClientsTo request a temporary license key (with a Cisco email address), complete the short form at http://www.linmin.com/site/contact_cisco_tsp.html

2010-09-22

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TSP Concepts of Operation

Next:

Live TSP Demo &TSP Installation

Importance of the TSP User’s Guide:The User’s Guide (“UG”) is the combination of all TSP documentation and the

TSP Knowledge Base. Always refer to (or search) the User’s Guide when learning/using or supporting/troubleshooting TSP.

http://www.linmin.com/cisco_63/help/ then when 6.3 is released, also available athttp://www.linmin.com/cisco/help/

Before contacting TAC: http://www.linmin.com/cisco_63/help/index.html?troubleshooting_technical_support.html

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Session 2: Self-Paced

Each Customer Support Engineer to:Install TSP on a VM (on ESXi, not ESX)Provision at least 1 VM with:

CentOS 5.6 x86_64 or Windows Server 2008 R2If available, provision 1 blade with ESXiImage backup of the RHEL or R2 VM, then restore itGenerate a .help file

Estimated time:Installation: 1 hourProvisioning: 1.5 hours (load ISO, create Template+Role, provision)Imaging: ½ hour

Resources:User’s [email protected], emergency mobile # and WebEx

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Cisco SE Boot Camp- Session 32011-10-5

Cisco Tidal Server Provisioner 6.3Deeper Dive and Troubleshooting

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Sessions 3

Overview of TSP TroubleshootingInstallation issuesOperational issuesUnderstanding how to use .help files

Review of common support issues

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TSP 6.3 Training Session 3: Agenda

Review of Customer materials needed for effective supportTSP Configurations (2 VLANs vs. 1 VLAN)Server Preparation and Installation IssuesOverview of TSP file layout on live TSP server

TSP ServicesReview of file locations, useful scripts and understanding how to use a .help file (with openHelpPackage.sh script)

Common Operational Issues and how to troubleshootLicense key issuesClient not finding the TSP serverPXE IP and State Management (& “Force Free IP”)

Q&A, Wrap up and Self-Paced Next Steps© Copyright 2011 LinMin Corporation - www.linmin.com

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Customer materials needed for effective support

The reference: http://www.linmin.com/cisco_63/help/index.html?troubleshooting_technical_support.html

High-level summary (for details, review the UG link above):Descriptions:

TSP EnvironmentFunction being performed (and method: GUI vs. API)ClientOverview of the issue, symptomsSteps to enable Support to reproduceReferences to User’s Guide used

Attachments:Screen shots.help file

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TSP Configurations (2 VLANs vs. 1 VLAN)Reference: http://www.linmin.com/cisco_63/help/index.html?quick_start_guide.html

“Configuration Overview” section

2 VLANs:Recommended for TEO implementations1 NIC on 1 VLAN for GUI/API and Internet/repository access (1 IP needed)1 NIC on a dedicated PXE VLAN for Provisioning/Imaging

1 VLAN (“Range” model)1 VLAN is shared: 1) GUI/API access, 2) Provisioning/Imaging Clients and 3) unknown “guests” (PCs, other systems, etc.)Viable if the VLAN doesn’t have other unknown systems or DHCP serversRequires configuring non-TSP DHCP servers on VLAN

Non-TSP DHCP must forward PXE boot requests to TSP IP address and must exclude PXE IP range used by TSP.http://www.linmin.com/cisco_63/help/index.html?managing_your_provisioning_server_provisioning_server_configuration_dhcp_lan_vlan_considerations.html

Can be complex to troubleshoot network configuration issues/conflicts© Copyright 2011 LinMin Corporation - www.linmin.com

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Server Preparation (and Installation) Issues

Reference: http://www.linmin.com/cisco_63/help/index.html?quick_start_guide.html

“Prepare your System” and “Installation” sections

Several potential pitfalls if Quick Start Guide (QSG) not followedAll pitfalls addressed by documentation in QSGPitfalls will be addressed in a replacement Server Prep script (delivery to Tidal in a few weeks) to detect/prevent:

Running on unsupported RHEL/CentOS 6.x and incorrect root accessPrevents execution of support-help script. Escalate to LinMin.

Duplicate entries in ifcfg-ethx filesSystem time not set (installing packages from the future), not overwrite RHN Satellite yum URL override, prevent running on 32-bit

Server prep provides clear diagnostics: customer to repeat running it until all conditions have been met.

If still unable to complete, customer to run script with option to create a zipped log file and email to Support

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Training on a live TSP 6.3 Server:

Overview of TSP file layout on live TSP 6.3 serverReview of file locations, useful scripts and understanding how to use a .help file (with openHelpPackage.sh script)

TSP Serviceshttp://www.linmin.com/cisco_63/help/index.html?managing_your_provisioning_server_startstoprestart_the_provisioning_server.html

Common Operational Issues and how to troubleshootLicense key issuesClient not finding the TSP server

http://www.linmin.com/cisco_63/help/index.html?troubleshooting_clients.html

PXE IP and PXE Event State Management (& “Force Free IP”)http://www.linmin.com/cisco_63/help/index.html?advanced_topics_pxe_ip_address_pre_assignment.htmlhttp://www.linmin.com/cisco_63/help/index.html?advanced_topics_pxe_event_states.html

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SE Boot Camp TSP 6.3 October 5, 2011

Q&AWrap upNext Steps

Self-paced exercises for SEs:Provision the OS/Hypervisors (RHEL/R2/ESXi) not done in Session 2Review UG top down (start with top, use “Next” arrow until done)Exercise TSP as driven by TEOReview Session 3 WebEx recording for the “Live TSP System” training, become comfortable with file locations, file interactions, scripts, etc.Install TSP in a single VLAN environmentProvision secondary Operating Systems (W2K3, Ubuntu, SLES)

WebEx Recordings of TAC sessions can be found at:http://wikicentral.cisco.com/display/TEOCOMM/TEO+2.2.0+Release+Training

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