path: root/doc/quickstart/ubuntu.txt

.. -*- mode: rst -*-

This is a complete getting started guide for Ubuntu
===================================================

.. note::
    This particular how to was done on lucid, but should apply to any other `recent`_ version of Ubuntu.

.. _recent: http://www.ubuntu.com/products/ubuntu/release-cycle

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 1024 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]: Processed 16 fam events in 0.502 seconds. 0 coalesced

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 `Packages`_ plugin
+++++++++++++++++++++++++++++++++++++++++++++++++

.. _Packages: http://trac.mcs.anl.gov/projects/bcfg2/wiki/Plugins/Packages

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

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

    [statistics]
    sendmailpath = /usr/lib/sendmail
    database_engine = sqlite3
    # 'postgresql', 'mysql', 'mysql_old', 'sqlite3' or 'ado_mssql'.
    database_name =
    # Or path to database file if using sqlite3.
    #<repository>/etc/brpt.sqlite is default path if left empty
    database_user =
    # Not used with sqlite3.
    database_password =
    # Not used with sqlite3.
    database_host =
    # Not used with sqlite3.
    database_port =
    # Set to empty string for default. Not used with sqlite3.
    web_debug = True

    [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 [wiki:Plugins/Packages#Exampleusage]) in /var/lib/bcfg2

.. code-block:: xml

    root@lucid:~# mkdir /var/lib/bcfg2/Packages
    root@lucid:~# cat /var/lib/bcfg2/Packages/config.xml
    <Sources>
      <APTSource>
        <Group>ubuntu-lucid</Group>
        <URL>http://us.archive.ubuntu.com/ubuntu</URL>
        <Version>lucid</Version>
        <Component>main</Component>
        <Component>multiverse</Component>
        <Component>restricted</Component>
        <Component>universe</Component>
        <Arch>amd64</Arch>
        <Arch>i386</Arch>
      </APTSource>
    </Sources>

Due to the `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

.. _Magic Groups: http://trac.mcs.anl.gov/projects/bcfg2/wiki/Plugins/Packages#MagicGroups

.. 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-repo-validate` 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 [wiki:DynamicGroups] 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,Metadata,Packages,Probes,Rules,SSHbase
    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 "amd64"
        ;;
        "i686")
            echo "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]: Processed 17 fam events in 0.502 seconds. 0 coalesced

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='fam'/>
            <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-fam'/>
            <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:fam           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='fam'/>
    <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='fam'/>
            <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.

Dynamic (web) Reports
---------------------

First, `aptitude install python-django apache2 libapache2-mod-python`.
 * Now we need to create the sqlite database::

    root@lucid:~# python /usr/share/pyshared/Bcfg2/Server/Reports/manage.py syncdb
    Creating table auth_permission
    Creating table auth_group
    Creating table auth_user
    Creating table auth_message
    Creating table django_content_type
    Creating table django_session
    Creating table django_site
    Creating table django_admin_log
    Creating table reports_client
    Creating table reports_ping
    Creating table reports_interaction
    Creating table reports_reason
    Creating table reports_entries
    Creating table reports_entries_interactions
    Creating table reports_performance
    Creating table reports_internaldatabaseversion

    You just installed Django's auth system, which means you don't have any superusers defined.
    Would you like to create one now? (yes/no): no
    Installing index for auth.Permission model
    Installing index for auth.Message model
    Installing index for admin.LogEntry model
    Installing index for reports.Client model
    Installing index for reports.Ping model
    Installing index for reports.Interaction model
    Installing index for reports.Entries model
    Installing index for reports.Entries_interactions model

 * Add DBStats to the plugins line of bcfg2.conf. The resulting [server] section should look something like this::

    [server]
    repository = /var/lib/bcfg2
    plugins = Base,Bundler,Cfg,DBStats,Metadata,Packages,Probes,Rules,SSHbase

 * Start/restart the bcfg2 server
 * Run the bcfg2 client in order to populate the statistics database (this run should take a bit longer since you are uploading the client statistics to the database).
 * Download the static reports content::

    root@lucid:~# cd /var/www/
    root@lucid:/var/www# svn co https://svn.mcs.anl.gov/repos/bcfg/trunk/bcfg2/reports

 * Configure Apache using [wiki:Reports/Dynamic/Installation#ConfigureApache] as a guide
 * Copy server/statistics sections of bcfg2.conf to /etc/bcfg2-web.conf (make sure it is world-readable). You should then have something like this::

    [server]
    repository = /var/lib/bcfg2
    plugins = Base,Bundler,Cfg,DBStats,Metadata,Packages,Probes,Rules,SSHbase

    [statistics]
    sendmailpath = /usr/lib/sendmail
    database_engine = sqlite3
    # 'postgresql', 'mysql', 'mysql_old', 'sqlite3' or 'ado_mssql'.
    database_name =
    # Or path to database file if using sqlite3.
    #<repository>/etc/brpt.sqlite is default path if left empty
    database_user =
    # Not used with sqlite3.
    database_password =
    # Not used with sqlite3.
    database_host =
    # Not used with sqlite3.
    database_port =
    # Set to empty string for default. Not used with sqlite3.
    web_debug = True

 * Restart apache and point a browser to your bcfg2 server