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This page describes how to install and configure the VCL management node components including the required Linux packages, Perl modules, VCL daemon (vcld), and Windows utility dependencies.

Assumptions

The following instructions assume the VCL database has been installed and configured and that the managment node information has been added to the database as described on the web code installation page

  1. Install the VCL Management Node Code - Perl Daemon

    1. Download and extract the VCL release files to the management node:

      wget http://www.devlib.org/apache/incubator/vcl/apache-VCL-2.2-incubating.tar.bz2
      tar -jxvf apache-VCL-2.2-incubating.tar.bz2

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

      cp -r apache-VCL-2.2-incubating/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:
    successfully installed required Perl modules
    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 VCL management node daemon (vcld) requires the additional Linux packages and Perl modules in order to run.  The install_perl_libs.pl script 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 yum utility should exist on any modern Red Hat-based Linux distribution (Red Hat, CentOS, Fedora). You will need to download and install the required Linux packages manually or by using another package management utility before running the install_perl_libs.pl script if yum isn't available on your management node OS.  The required Perl modules are available from CPAN - The Comprehensive Perl Archive Network. The script attempts to download and install the required Perl modules by using the CPAN.pm module which is included with most Perl distributions.

    Required Linux Packages:
    - expat
    - expat-devel
    - gcc
    - krb5-libs
    - krb5-devel
    - libxml2
    - libxml2-devel
    - nmap
    - openssl
    - openssl-devel
    - perl-DBD-MySQL
    - xmlsec1-openssl

    Required Perl Modules:
    - DBI
    - Digest::SHA1
    - Mail::Mailer
    - Object::InsideOut
    - RPC::XML
    - YAML
  3. Configure vcld.conf

    1. Create the /etc/vcl directory:

      mkdir /etc/vcl

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

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

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

      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
    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


    Locate the UserKnownHostsFile and StrictHostKeyChecking lines lines and change them to the following:
    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: BIN PATH: /usr/local/vcl/bin
      pre-execution: config file being used: /etc/vcl/vcld.conf
      FQDN is not listed
      pre-execution: process name is set to: vcld
      pre-execution: verbose mode is set to: 1
      pre-execution: testing mode is set to: 0
      pre-execution: log file being used: /var/log/vcld.log
      pre-execution: PID file being used: /var/run/vcld.pid
      Created process 23696 renamed to vcld ...
                                                                 [  OK  ]
      Note: 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:
      2009-06-16 16:57:15|15792|vcld:main(165)|lastcheckin time updated for management node 18: 2009-06-16 16:57:15
  6. 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.
  7. Download Sysprep Utility & Drivers (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.

    1. Sysprep for Windows XP and Server 2003
      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.
      1. Download Sysprep
        Windows XP: Windows XP Service Pack 3 Deployment Tools
        Windows Server 2003: System Preparation tool for Windows Server 2003 Service Pack 2 Deployment
      2. Extract the Sysprep Files
        The Sysprep files need to be extracted from the file you download which is in 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.  There are also some Linux utilities which claim to be able to extract .cab files.
      3. Copy the extracted Sysprep files to the following directories the management node after they have been extracted:
        Windows XP:
        /usr/local/vcl/tools/Windows_XP/Utilities/Sysprep
        Windows Server 2003:
        /usr/local/vcl/tools/Windows_Server_2003/Utilities/Sysprep
        The Sysprep directories should already exist on the management node because they exist the Subversion repository.  The Sysprep directories should contain the following files at a minimum:
        - setupcl.exe
        - sysprep.exe

    2. Windows Drivers
      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
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