path: root/doc/appendix/guides/ubuntu.txt

.. -*- mode: rst -*-

.. _appendix-guides-ubuntu:

======
Ubuntu
======

.. note::

    This particular how to was done on lucid, but should apply to any
    other `stable`__ version of Ubuntu.

__ ubuntu-releases_
.. _ubuntu-releases: https://wiki.ubuntu.com/Releases

Install Bcfg2
=============

We first need to install the server. For this example, we will use the
bcfg2 server package from the bcfg2 `PPA`_ (note that there is also a
version available in the ubuntu archives, but it is not as up to date).

.. _PPA: https://launchpad.net/~bcfg2/+archive/ppa

Add the Ubuntu PPA listing to your APT sources
----------------------------------------------

See http://trac.mcs.anl.gov/projects/bcfg2/wiki/PrecompiledPackages#UbuntuLucid

Install bcfg2-server
--------------------
::

    aptitude install bcfg2-server

Remove the default configuration preseeded by the ubuntu package::

    root@lucid:~# rm -rf /etc/bcfg2* /var/lib/bcfg2

Initialize your repository
==========================

Now that you're done with the install, you need to intialize your
repository and setup your bcfg2.conf. bcfg2-admin init is a tool which
allows you to automate this process.::

    root@lucid:~# bcfg2-admin init
    Store bcfg2 configuration in [/etc/bcfg2.conf]:
    Location of bcfg2 repository [/var/lib/bcfg2]:
    Input password used for communication verification (without echoing; leave blank for a random):
    What is the server's hostname: [lucid]
    Input the server location [https://lucid:6789]:
    Input base Operating System for clients:
    1: Redhat/Fedora/RHEL/RHAS/Centos
    2: SUSE/SLES
    3: Mandrake
    4: Debian
    5: Ubuntu
    6: Gentoo
    7: FreeBSD
    : 5
    Generating a 2048 bit RSA private key
    ......................................................................................+++
    ...+++
    writing new private key to '/etc/bcfg2.key'
    -----
    Signature ok
    subject=/C=US/ST=Illinois/L=Argonne/CN=lucid
    Getting Private key
    Repository created successfuly in /var/lib/bcfg2


Of course, change responses as necessary.

Start the server
================

You are now ready to start your bcfg2 server for the first time.::

    root@lucid:~# /etc/init.d/bcfg2-server start
    root@lucid:~# tail /var/log/syslog
    Dec 17 22:07:02 lucid bcfg2-server[17523]: serving bcfg2-server at https://lucid:6789
    Dec 17 22:07:02 lucid bcfg2-server[17523]: serve_forever() [start]
    Dec 17 22:07:02 lucid bcfg2-server[17523]: Handled 16 events in 0.502 seconds

Run bcfg2 to be sure you are able to communicate with the server::

    root@lucid:~# bcfg2 -vqn
    Loaded tool drivers:
     APT      Action   DebInit  POSIX

    Phase: initial
    Correct entries:        0
    Incorrect entries:      0
    Total managed entries:  0
    Unmanaged entries:      382


    Phase: final
    Correct entries:        0
    Incorrect entries:      0
    Total managed entries:  0
    Unmanaged entries:      382

Bring your first machine under Bcfg2 control
============================================

Now it is time to get your first machine's configuration into your Bcfg2
repository. Let's start with the server itself.

Setup the :ref:`server-plugins-generators-packages` plugin
----------------------------------------------------------

Replace Pkgmgr with Packages in the plugins line of ``bcfg2.conf``::

    root@lucid:~# cat /etc/bcfg2.conf
    [server]
    repository = /var/lib/bcfg2
    plugins = SSHbase,Cfg,Packages,Rules,Metadata,Base,Bundler

    [statistics]
    sendmailpath = /usr/lib/sendmail

    [database]
    engine = sqlite3
    # 'postgresql', 'mysql', 'mysql_old', 'sqlite3' or 'ado_mssql'.
    name =
    # Or path to database file if using sqlite3.
    #<repository>/etc/brpt.sqlite is default path if left empty
    user =
    # Not used with sqlite3.
    password =
    # Not used with sqlite3.
    host =
    # Not used with sqlite3.
    port =

    [communication]
    protocol = xmlrpc/ssl
    password = secret
    certificate = /etc/bcfg2.crt
    key = /etc/bcfg2.key
    ca = /etc/bcfg2.crt

    [components]
    bcfg2 = https://lucid:6789

Create Packages layout (as per :ref:`packages-exampleusage`) in
``/var/lib/bcfg2``

.. code-block:: xml

    root@lucid:~# mkdir /var/lib/bcfg2/Packages
    root@lucid:~# cat /var/lib/bcfg2/Packages/packages.conf
    [global]
    root@lucid:~# cat /var/lib/bcfg2/Packages/sources.xml
    <Sources>
      <Group name="ubuntu-lucid">
        <Source type="apt" url="http://archive.ubuntu.com/ubuntu" version="lucid">
          <Component>main</Component>
          <Component>multiverse</Component>
          <Component>restricted</Component>
          <Component>universe</Component>
          <Arch>amd64</Arch>
        </Source>
        <Source type="apt" url="http://archive.ubuntu.com/ubuntu" version="lucid-updates">
          <Component>main</Component>
          <Component>multiverse</Component>
          <Component>restricted</Component>
          <Component>universe</Component>
          <Arch>amd64</Arch>
        </Source>
        <Source type="apt" url="http://security.ubuntu.com/ubuntu" version="lucid-security">
          <Component>main</Component>
          <Component>multiverse</Component>
          <Component>restricted</Component>
          <Component>universe</Component>
          <Arch>amd64</Arch>
        </Source>
      </Group>
    </Sources>

Due to the :ref:`server-plugins-generators-packages-magic-groups`,
we need to modify our Metadata. Let's add an **ubuntu-lucid**
group which inherits the **ubuntu** group already present in
``/var/lib/bcfg2/Metadata/groups.xml``. The resulting file should look
something like this

.. note::

    The reason we are creating a release-specific group in this case is
    that the APTSource above is specific to the lucid release of ubuntu.
    That is, it should not apply to other releases (hardy, maverick, etc).

.. code-block:: xml

    <Groups version='3.0'>
       <Group profile='true' public='true' default='true' name='basic'>
          <Group name='ubuntu-lucid'/>
       </Group>
       <Group name='ubuntu-lucid'>
          <Group name='ubuntu'/>
       </Group>
       <Group name='ubuntu'/>
       <Group name='debian'/>
       <Group name='freebsd'/>
       <Group name='gentoo'/>
       <Group name='redhat'/>
       <Group name='suse'/>
       <Group name='mandrake'/>
       <Group name='solaris'/>
    </Groups>

.. note::
    When editing your xml files by hand, it is useful to occasionally run
    `bcfg2-lint` to ensure that your xml validates properly.

The last thing we need is for the client to have the proper
arch group membership. For this, we will make use of the
:ref:`unsorted-dynamic_groups` capabilities of the Probes plugin. Add
Probes to your plugins line in ``bcfg2.conf`` and create the Probe.

.. code-block:: sh

    root@lucid:~# grep plugins /etc/bcfg2.conf
    plugins = Base,Bundler,Cfg,...,Probes
    root@lucid:~# mkdir /var/lib/bcfg2/Probes
    root@lucid:~# cat /var/lib/bcfg2/Probes/groups
    #!/bin/sh

    ARCH=`uname -m`
    case "$ARCH" in
        "x86_64")
            echo "group:amd64"
        ;;
        "i686")
            echo "group:i386"
        ;;
    esac

Now we restart the bcfg2-server::

    root@lucid:~# /etc/init.d/bcfg2-server restart
    Stopping Configuration Management Server:  * bcfg2-server
    Starting Configuration Management Server:  * bcfg2-server
    root@lucid:~# tail /var/log/syslog
    Dec 17 22:36:47 lucid bcfg2-server[17937]: Packages: File read failed; falling back to file download
    Dec 17 22:36:47 lucid bcfg2-server[17937]: Packages: Updating http://us.archive.ubuntu.com/ubuntu//dists/lucid/main/binary-amd64/Packages.gz
    Dec 17 22:36:54 lucid bcfg2-server[17937]: Packages: Updating http://us.archive.ubuntu.com/ubuntu//dists/lucid/multiverse/binary-amd64/Packages.gz
    Dec 17 22:36:55 lucid bcfg2-server[17937]: Packages: Updating http://us.archive.ubuntu.com/ubuntu//dists/lucid/restricted/binary-amd64/Packages.gz
    Dec 17 22:36:56 lucid bcfg2-server[17937]: Packages: Updating http://us.archive.ubuntu.com/ubuntu//dists/lucid/universe/binary-amd64/Packages.gz
    Dec 17 22:37:27 lucid bcfg2-server[17937]: Failed to read file probed.xml
    Dec 17 22:37:27 lucid bcfg2-server[17937]: Loading experimental plugin(s): Packages
    Dec 17 22:37:27 lucid bcfg2-server[17937]: NOTE: Interfaces subject to change
    Dec 17 22:37:27 lucid bcfg2-server[17937]: service available at https://lucid:6789
    Dec 17 22:37:27 lucid bcfg2-server[17937]: serving bcfg2-server at https://lucid:6789
    Dec 17 22:37:27 lucid bcfg2-server[17937]: serve_forever() [start]
    Dec 17 22:37:28 lucid bcfg2-server[17937]: Handled 17 events in 0.502 seconds

Start managing packages
-----------------------

Add a base-packages bundle. Let's see what happens when we just populate
it with the ubuntu-standard package.

.. code-block:: xml

    root@lucid:~# cat /var/lib/bcfg2/Bundler/base-packages.xml
    <Bundle name='base-packages'>
            <Package name='ubuntu-standard'/>
    </Bundle>

You need to reference the bundle from your Metadata. The resulting
profile group might look something like this

.. code-block:: xml

    <Group profile='true' public='true' default='true' name='basic'>
       <Bundle name='base-packages'/>
       <Group name='ubuntu-lucid'/>
    </Group>

Now if we run the client in debug mode (-d), we can see what this has
done for us.::

    root@lucid:~# bcfg2 -vqdn
    Running probe groups
    Probe groups has result:
    amd64
    Loaded tool drivers:
     APT      Action   DebInit  POSIX
    The following packages are specified in bcfg2:
     ubuntu-standard
    The following packages are prereqs added by Packages:
     adduser             debconf             hdparm              libdevmapper1.02.1  libk5crypto3        libparted1.8-12     libxml2             passwd              upstart
     apt                 debianutils         info                libdns53            libkeyutils1        libpci3             logrotate           pciutils            usbutils
     aptitude            dmidecode           install-info        libelf1             libkrb5-3           libpopt0            lsb-base            perl-base           wget
     at                  dnsutils            iptables            libept0             libkrb5support0     libreadline5        lshw                popularity-contest  zlib1g
     base-files          dosfstools          libacl1             libgcc1             liblwres50          libreadline6        lsof                psmisc
     base-passwd         dpkg                libattr1            libgdbm3            libmagic1           libselinux1         ltrace              readline-common
     bsdmainutils        ed                  libbind9-50         libgeoip1           libmpfr1ldbl        libsigc++-2.0-0c2a  man-db              rsync
     bsdutils            file                libc-bin            libgmp3c2           libncurses5         libssl0.9.8         memtest86+          sed
     cpio                findutils           libc6               libgssapi-krb5-2    libncursesw5        libstdc++6          mime-support        sensible-utils
     cpp                 ftp                 libcap2             libisc50            libpam-modules      libusb-0.1-4        ncurses-bin         strace
     cpp-4.4             gcc-4.4-base        libcomerr2          libisccc50          libpam-runtime      libuuid1            netbase             time
     cron                groff-base          libcwidget3         libisccfg50         libpam0g            libxapian15         parted              tzdata

    Phase: initial
    Correct entries:        101
    Incorrect entries:      0
    Total managed entries:  101
    Unmanaged entries:      281


    Phase: final
    Correct entries:        101
    Incorrect entries:      0
    Total managed entries:  101
    Unmanaged entries:      281

As you can see, the Packages plugin has generated the dependencies
required for the ubuntu-standard package for us automatically. The
ultimate goal should be to move all the packages from the **Unmanaged**
entries section to the **Managed** entries section. So, what exactly *are*
those Unmanaged entries?::

    root@lucid:~# bcfg2 -vqen
    Running probe groups
    Probe groups has result:
    amd64
    Loaded tool drivers:
     APT      Action   DebInit  POSIX

    Phase: initial
    Correct entries:        101
    Incorrect entries:      0
    Total managed entries:  101
    Unmanaged entries:      281


    Phase: final
    Correct entries:        101
    Incorrect entries:      0
    Total managed entries:  101
    Unmanaged entries:      281
     Package:apparmor
     Package:apparmor-utils
     Package:apport
     ...

Now you can go through these and continue adding the packages you want to
your Bundle. Note that ``aptitude why`` is useful when trying to figure
out the reason for a package being installed. Also, deborphan is helpful
for removing leftover dependencies which are no longer needed. After a
while, I ended up with a minimal bundle that looks like this

.. code-block:: xml

    <Bundle name='base-packages'>
            <Package name='bash-completion'/>
            <Package name='bcfg2-server'/>
            <Package name='debconf-i18n'/>
            <Package name='deborphan'/>
            <Package name='diffutils'/>
            <Package name='e2fsprogs'/>
            <Package name='gamin'/>
            <Package name='grep'/>
            <Package name='grub-pc'/>
            <Package name='gzip'/>
            <Package name='hostname'/>
            <Package name='krb5-config'/>
            <Package name='krb5-user'/>
            <Package name='language-pack-en-base'/>
            <Package name='linux-generic'/>
            <Package name='linux-headers-generic'/>
            <Package name='login'/>
            <Package name='manpages'/>
            <Package name='mlocate'/>
            <Package name='ncurses-base'/>
            <Package name='openssh-server'/>
            <Package name='python-gamin'/>
            <Package name='tar'/>
            <Package name='ubuntu-minimal'/>
            <Package name='ubuntu-standard'/>
            <Package name='vim'/>
            <Package name='vim-runtime'/>

            <!-- PreDepends -->
            <Package name='dash'/>
            <Package name='initscripts'/>
            <Package name='libdbus-1-3'/>
            <Package name='libnih-dbus1'/>
            <Package name='lzma'/>
            <Package name='mountall'/>
            <Package name='sysvinit-utils'/>
            <Package name='sysv-rc'/>

            <!-- vim dependencies -->
            <Package name='libgpm2'/>
            <Package name='libpython2.6'/>
    </Bundle>

As you can see below, I no longer have any unmanaged packages. ::

    root@lucid:~# bcfg2 -vqen
    Running probe groups
    Probe groups has result:
    amd64
    Loaded tool drivers:
     APT      Action   DebInit  POSIX

    Phase: initial
    Correct entries:        247
    Incorrect entries:      0
    Total managed entries:  247
    Unmanaged entries:      10


    Phase: final
    Correct entries:        247
    Incorrect entries:      0
    Total managed entries:  247
    Unmanaged entries:      10
     Service:bcfg2          Service:killprocs     Service:rc.local      Service:single
     Service:bcfg2-server  Service:grub-common   Service:ondemand      Service:rsync         Service:ssh

Manage services
---------------

Now let's clear up the unmanaged service entries by adding the following
entries to our bundle...

.. code-block:: xml

    <!-- basic services -->
    <Service name='bcfg2'/>
    <Service name='bcfg2-server'/>
    <Service name='grub-common'/>
    <Service name='killprocs'/>
    <Service name='ondemand'/>
    <Service name='rc.local'/>
    <Service name='rsync'/>
    <Service name='single'/>
    <Service name='ssh'/>


...and bind them in Rules

.. code-block:: xml

    root@lucid:~# cat /var/lib/bcfg2/Rules/services.xml
    <Rules priority='1'>
            <!-- basic services -->
            <Service type='deb' status='on' name='bcfg2'/>
            <Service type='deb' status='on' name='bcfg2-server'/>
            <Service type='deb' status='on' name='grub-common'/>
            <Service type='deb' status='on' name='killprocs'/>
            <Service type='deb' status='on' name='ondemand'/>
            <Service type='deb' status='on' name='rc.local'/>
            <Service type='deb' status='on' name='rsync'/>
            <Service type='deb' status='on' name='single'/>
            <Service type='deb' status='on' name='ssh'/>
    </Rules>

Now we run the client and see there are no more unmanaged entries! ::

    root@lucid:~# bcfg2 -vqn
    Running probe groups
    Probe groups has result:
    amd64
    Loaded tool drivers:
     APT      Action   DebInit  POSIX

    Phase: initial
    Correct entries:        257
    Incorrect entries:      0
    Total managed entries:  257
    Unmanaged entries:      0

    All entries correct.

    Phase: final
    Correct entries:        257
    Incorrect entries:      0
    Total managed entries:  257
    Unmanaged entries:      0

    All entries correct.

.. warning::

    This basic bundle is created mainly for the purposes of getting you
    to a completely managed client. It is recommended that you create
    bundles for appropriate services due to the way bundle updates are
    managed. Please see :ref:`unsorted-writing_specification` for more
    details.

Upstart
^^^^^^^

Upstart services are defined like this:

.. code-block:: xml

    <Service name="cron" status="on"  type="upstart"/>

Some Upstart services require additional parameters, like network-interface and bridge-network-interface:

.. code-block:: xml

    <Service name="network-interface" status="on" type="upstart" parameters="INTERFACE=eth0"/>
    <Service name="bridge-network-interface" status="on" type="upstart" parameters="INTERFACE=br0"/>

Dynamic (web) reports
=====================

See installation instructions at :ref:`appendix-guides-web-reports-install`

Next Steps
==========

:ref:`getting_started-index-next-steps`