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Installation

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MosesMendoza edited this page Oct 31, 2012 · 7 revisions

Overview

Razor is a discovery and provisioning tool for baremetal and virtual servers. Razor requires the appropriate files in tftp service directory, and configuration changes to the DHCP service to establish the appropriate pxeboot process to contact the razor service. This document will describe the installation and configuration process to DHCP and TFTP in addition to the Razor software installation process.

The server boot process consists of:

  1. acquire IP address via DHCP service.
  2. discover tftp server address via DHCP next-server settings.
  3. request pxelinux.0 from tftp service.
  4. ipxe load razor.ipxe settings from tftp service.
  5. ipxe chain boots image from razor service.

Puppet Labs provides a puppetlabs-razor module to install razor and it's dependencies. This document will describe both the puppet installation process, as well as a manual installation process for users that does not run puppet in their environment.

Installation

Puppet

Install Puppet Enterprise or Puppet open source.

Puppet Enterprise installation documentation: http://links.puppetlabs.com/enterpriseinstall

Open Source Puppet installation example script: https://gist.github.com/3170626

DHCP Service

DHCP configuration should configure the boot filename to 'pxelinux.0' and set next-server to the tftp server's address:

filename "pxelinux.0";
next-server ${tftp_server_ipaddress};

PuppetLabs DHCP Module will install and configure dhcp service with the following example manifests:

class { 'dhcp':
  dnsdomain   => [
                   'puppetlabs.lan',
                   '1.0.10.in-addr.arpa',
                 ],
  nameservers => ['8.8.8.8'],
  ntpservers  => ['us.pool.ntp.org'],
  interfaces  => ['eth0'],
  pxefilename => 'pxelinux.0', # DHCP filename
  pxeserver   => '10.0.1.50',  # DHCP next-server
}

TFTP Service

The puppetlabs-razor module will install the TFTP service and all support files listed below. Puppet users can skip ahead to the Razor installation instructions.

The TFTP service requires the following files in the tftp directory:

.
├── ipxe.iso
├── ipxe.lkrn
├── menu.c32
├── pxelinux.0
├── pxelinux.cfg
│   └── default
├── razor.ipxe
└── undionly.kpxe

undionly.kpxe is only required for compatibility with certain network cards, such as Broadcoms. See alternate preboot doc for additional information.

The ipxe and pxelinux files can be obtained from:

The razor ipxe file can be generated via the following command:

razor config ipxe

Razor

Puppet Installation

puppetlabs-razor module supports Razor installation for the following platforms (Debian and Fedora should also work, but not verified):

  • Ubuntu Precise
  • RHEL 6
  • CentOS 6

The puppet module tool will install puppetlabs-razor module from forge and automatically resolve all dependencies:

$ puppet module install puppetlabs-razor
Preparing to install into /etc/puppet/modules ...
Downloading from http://forge.puppetlabs.com ...
Installing -- do not interrupt ...
/etc/puppet/modules
/etc/puppet/modules
└─┬ puppetlabs-razor (v0.2.0)
  ├─┬ puppetlabs-mongodb (v0.1.0)
  │ └── puppetlabs-apt (v0.0.4)
  ├── puppetlabs-nodejs (v0.2.0)
  ├── puppetlabs-ruby (v0.0.2)
  ├── puppetlabs-stdlib (v2.3.3)
  ├── puppetlabs-tftp (v0.1.1)
  ├── puppetlabs-vcsrepo (v0.0.4)
  └── saz-sudo (v2.0.2)

On the puppet master assign the razor class to the appropriate node, and trigger a puppet agent run afterwards:

node razor_host {
  class { 'sudo':
    config_file_replace => false,
  }      
  class { 'razor':
    username  => 'razor',
    mk_source => 'https://github.com/downloads/puppetlabs/Razor-Microkernel/rz_mk_prod-image.0.9.0.4.iso',
  }
}

If Puppet is running in a standalone environment without a Puppet master server, simply apply the tests manifests to install razor:

puppet apply /etc/puppet/modules/razor/tests/init.pp --verbose

After puppet deploys razor on the target system, the razor service should be online and listening on port 8027 and 8026 and a Razor MicoKernel image should be loaded and ready to use:

$ /opt/razor/bin/razor_daemon.rb status
razor_daemon: running [pid 26016]

$ /opt/razor/bin/razor image get
Images
 UUID =>  1hRa8hLfDOt1ugMptM7aWh
 Type =>  MicroKernel Image
 ISO Filename =>  rz_mk_prod-image.0.9.0.4.iso
 Path =>  /opt/razor/image/mk/1hRa8hLfDOt1ugMptM7aWh
 Status =>  Valid
 Version =>  0.9.0.4
 Built Time =>  Tue Jul 03 17:49:49 -0500 2012

Note: installation issues with the puppet module should be filed in the puppetlabs-razor project.

Manual Installation

Manual installation is documented below for environments that does not use puppet:

Razor software dependencies:

Once the dependencies have been satisfied, razor can be installed from source:

mkdir /opt/razor
cd /opt/razor
gem install autotest base62 bson bson_ext colored daemons json logger macaddr mocha mongo net-ssh require_all syntax uuid
npm install express@2.5.11
npm install mime
git clone https://github.com/puppetlabs/Razor.git
/opt/razor/bin/razor_daemon.rb start
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