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Production Install

This document describes the production installation process that is encapsulated by the install.sh script.

TL;DR - From linux prompt as root

curl -fsSL get.rebar.digital/stable | bash -s -- install --universal

The following steps are roughly followed to install DRP.

Get Code

The code is delivered by as a TAR GZipped file (though it carries a .zip filename extension) with a sha256sum to validate contents. These are stored in an AWS S3 bucket and referenced by the catalog found at catalog. You can view the Catalog contents with a simple curl command (curl -s --compressed https://repo.rackn.io), and with jq, parse it to find the paths where things are stored. However, parsing the Catalog file is generally not needed.

There are at least 3 releases to choose from:

  • tip - This is the most recent code. This is the latest build of master. It is bleeding edge and while the project attempts to be very stable with master, it can have issues.
  • stable - This is the most recent stable code.
  • v4.6.4 - There will be a set of Semantic Versioning (aka semver) named releases. This is just ane example version string.

Previous releases will continue to be available in tag/release history. For additional information, see rs_release_process.

When using the install.sh script, the version can be specified by the --drp-version flag, e.g. --drp-version=v4.6.4.

Updating for current version, an example command sequence for Linux would be:

export DRPVERSION="v4.6.4"        # plz check for current ver before blindly using this!!
mkdir dr-provision-install
cd dr-provision-install
# if $DRPVERSION > 4.7 then update to $DRPVERSION.$arch.$os.zip
# example: curl -fsSL https://rebar-catalog.s3-us-west-2.amazonaws.com/drp/$DRPVERSION.amd64.linux.zip -o dr-provision.zip
curl -fsSL https://rebar-catalog.s3-us-west-2.amazonaws.com/drp/$DRPVERSION.zip -o dr-provision.zip
curl -fsSL https://rebar-catalog.s3-us-west-2.amazonaws.com/drp/$DRPVERSION.sha256 -o dr-provision.sha256
sha256sum -c dr-provision.sha256
tar -xzvf dr-provision.zip        # yes - it's really not a 'zip' file

At this point, the install.sh script is available in the tools directory. It can be used to continue the process or continue following the steps in the next sections.

Note

tools/install.sh --help will provide help and context information. Specifically, you will need the --zipfile option for this installation method.

Install Configuration Options

Using dr-provision --help will provide the most complete list of configuration options. The following common items are provided for reference. Please note these may change from version to version, check the current scripts options with the --help flag to verify current options.

--version                Print Version and exit
--disable-provisioner    Disable provisioner
--disable-dhcp           Disable DHCP
--static-port=           Port the static HTTP file server should listen on (default: 8091)
--tftp-port=             Port for the TFTP server to listen on (default: 69)
--api-port=              Port for the API server to listen on (default: 8092)
--dhcp-port=             Port for the DHCP server to listen on (default: 67)
--backend=               Storage backend to use. Can be either 'consul' or 'directory' (default: directory)
--data-root=             Location we should store runtime information in (default: /var/lib/dr-provision)
--static-ip=             IP address to advertise for the static HTTP file server (default: 192.168.124.11)
--file-root=             Root of filesystem we should manage (default: /var/lib/tftpboot)
--dhcp-ifs=              Comma-seperated list of interfaces to listen for DHCP packets
--debug-bootenv=         Debug level for the BootEnv System - 0 = off, 1 = info, 2 = debug (default: 0)
--debug-dhcp=            Debug level for the DHCP Server - 0 = off, 1 = info, 2 = debug (default: 0)
--debug-renderer=        Debug level for the Template Renderer - 0 = off, 1 = info, 2 = debug (default: 0)
--tls-key=               The TLS Key File (default: server.key)
--tls-cert=              The TLS Cert File (default: server.crt)
--systemd=               Run the systemd enabling commands after installation
--startup=               Attempt to start the dr-provision service

Note

In pre v4.2 releases, the dr-provision requires two applications to operate correctly, bsdtar and 7z. These are used to extract the contents of iso and tar images to be served by the file server component of dr-provision

Running The Server

The install.sh script provides three options for running dr-provision.

  1. Production mode installations via systemd (this guide)
  2. isolated for developers running DRP interactively
  3. container for trial users minimizing their install requirements

The default values install the server and cli in /usr/local/bin. It will also put a service control file in place. Once that finishes, the appropriate service start method will run the daemon. The install.sh script prints out the command to run and enable the service.

Note

The default location for storing runtime information is /var/lib/dr-provision unless overridden by --data-root

The default username & password used for administering the dr-provision service is:

username: rocketskates
password: r0cketsk8ts

Please review --help for options like disabling services, logging or paths.

Note

sudo may be required to handle binding to the TFTP and DHCP ports.

Once running, the following endpoints are available:

The API, File Server, DHCP, BINL, and TFTP ports can be configured, but DHCP, BINL, and TFTP may not function properly on non-standard ports.

If the SSL certificate is not valid, then follow the rs_gen_cert steps.

Note

On MAC DARWIN there is one additional step. You may have to add a route for broadcast addresses to work. This can be done with the following comand. The 192.168.100.1 is the IP address of the interface that you want to send messages through. The install script will make suggestions for you.

sudo route add 255.255.255.255 192.168.100.1

Production Deployments

The following items should be considered for production deployments. Recommendations may be missing so operators should use their best judgement.

Non-root Execution

If you are using DHCPD and TFTPD services of DRP, you will need to be able to bind to port 67 and 69 (respectively). Typically Unix/Linux systems require root privileges to do this.

Note

DRP doesn't start as root and then drop privileges with a fork() to another less privileged user by default.

To enable DRP endpoint to run as a non-privileged user and ensure a higher level of security, it's possible to use the Linux "setcap" (Capabilities) system to assign rights for the dr-provision binary to open low numbered (privileged) ports. The process is relatively simple, but does (clearly/obviously) require root permissions initially to enable the capabilities for the binary. Once the capabilities have been set, the dr-provision binary can be run as a standard user.

To enable any non-privileged user to start up the dr-provision binary and bind to privileged ports 67 and 69, do the following:

production mode

sudo setcap "cap_net_raw,cap_net_bind_service=+ep" /usr/local/bin/dr-provision

isolated mode

sudo setcap "cap_net_raw,cap_net_bind_service=+ep" $HOME/bin/linux/amd64/dr-provision

Start the "dr-provision" binary as an ordinary user, and now it will have permission to bind to privileged ports 67 and 69.

For automated upgrade from within DRP, the user that is running DRP needs to have the following in /etc/sudousers. In this example, drp-user is the user running DRP. This will allow DRP to update itself.

drp-user ALL=(ALL:ALL) NOPASSWD:/usr/sbin/setcap

Note

The setcap command must reference the actual binary itself, and can not be pointed at a symbolic link. Additional refinement of the capabilities may be possible. For extremely security conscious setups, you may want to refer to the StackOverflow discussion (eg setting capabilities on a per-user basis, etc.): https://stackoverflow.com/questions/1956732/is-it-possible-to-configure-linux-capabilities-per-user

Note

You must run the setcap command after every upgrade of DRP, the setcap tracks the binary and if it changes, you must rerun for the new binary.

System Logs

The Digital Rebar Provision service logs by sending output to standard error. To capture system logs, SystemD (or Docker) should be configured to direct this output to the desired log management infrastructrure.

Job Log Rotation

If you are using the jobs system, Digital Rebar Provision stores job logs based on the directory configuration of the system. This data is considered compliance related information; consequently, the system does not automatically remove these records.

Operators should set up a job log rotation mechanism to ensure that these logs to not exhaust available disk space.

Removal of Digital Rebar Provision

To remove Digital Rebar Provision, you can use the tools/install.sh script to remove programs for a production installs. The tools/install.sh script should be run as root or under sudo unless the setcap process was used.

tools/install.sh remove

To remove programs and data use.

tools/install.sh --remove-data remove

Running the RackN UX Locally

Setting up DRP to host the RackN UX locally is trivial. The DRP server includes an embedded web server that can host the UX files from a local directory. The RackN UX can also be set up using any other HTTP server, however this document only addresses the setup related to using DRP as the HTTP server.

The RackN UX uses the rackn-license content pack for entitlements so no external login to the RacKN SaaS is required.

The RackN UX will still attempt to connect the RackN SaaS for updates and the catalog; however, the system will operate even if these calls fail. This can be turned off by setting the ux.core.airgap option in the UX Config page to true.

  • Air Gap mode - the RackN UX disables all external calls and only operates against the local DRP endpoint.

Setup

Before starting, you'll need a copy of the RackN UX and to have installed a rackn-license.json content package in the DRP server. These items require a current RackN license - using them without a valid enterprise or trial license is a copyright violation.

By default, the RackN DRP server will look for the files in a a directory named ux at the same level as the base-root directory, e.g. /var/lib/dr-provision. The account running your dr-server must have read permission for this directory. See below for directions to do this via the DRPCLI.

This default is NOT recommened or easy to maintain. The install.sh process will use different values for exposing the UX.

The dr-provision command line options that are needed to server the UX are:

  • --local-ui - This is a path that can be absolute or relative. It defaults to ux, but should not be used. The relative paths are relative to the base-root option. This is usually /var/lib/dr-provision. The install.sh will configure the system to use a value of tftpboot/files/ux. This is the preferred value and understand by other tooling like the CLI and UX. This will specific what is served by tftp, http, and https requests to the /ux directory space of the DRP server.
  • --ui-url - This is the URL that the ux directory will be directed to. By default, this will be https://portal.rackn.io. This will need to be changed to /ux. This will cause redirects to the --local-ui files.

A common systemd file looks like this:

/etc/systemd/system/dr-provision.service.d/local-ui.conf

[Service]
Environment=RS_LOCAL_UI=tftpboot/files/ux
Environment=RS_UI_URL=/ux

After the install flags are set, the following steps may be used to upload the local UX to the endpoint. This can be performed remotely.

Install local UX

# This assumes that the systemd configuration options are used.
drpcli -c [PATH PROVIDED BY RACKN] catalog item install drp-ux

Running the UX from DRP

By unpacking the files in the directory refereced by --local-ui, the DRP endpoint will serve that directory as /local-ui and /ux.

The endpoint will detect file changes so no restart is required if you update or change the RackN UX files.

If you are using the default port, you will be redirect to the local UX (served from https://[DRP IP]/ux) instead of the RackN portal when you option the DRP endpoint in a browser.

Note

This will only serve the files for the UX; it will not ensure that the UX starts connecting to the current DRP instance. To address that, continue below.

Redirecting URL

If you are hosting a local UX, you should change the DRP endpoint UX redirect. This is the site that is presented if you visit the DRP endpoints root URL, /, or the official UI url, /ui. To use the local ux, add --ui-url=/ux to the dr-provision command line arguments.

If you have connect to this DRP Endpoint previously, you may need to clear the browsers permanent redirect cache to start using the new feature.