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The VOSA Guide

NAME

vosa - command to manage KVM and Amazon instances that typically form a cluster of servers serving one or more Escenic based web sites.

SYNOPSIS

vosa [-i instance-dir] [-v uec-version] [-V] [-d] [-h] COMMAND

OPTIONS

-i instance-dir

Most COMMANDS require the -i parameter to be set. You pass it the path to your VM’s configuration like this:

# vosa -i /etc/vizrt/vosa/available.d/vm03 enable

-v uec-version

Let’s you specify the UEC version to use

-d

Make vosa more verbose. The more -d switches you specify, the more verbose it gets.

-V

Print the vosa version and exit

-h

Print usage help and exit.

COMMANDS

enable

Enable a specific VM.

disable

Disable a specific VM.

install

Creates a new disk image etc.

uninstall

Removes the disk image etc.

start

Starts (boots) the VM.

status

Tells you about the VM, if it’s enabled, running, alive, its uptime.

make

Makes a vmdk image of the vm

ova

Creates a ova file from the vmdk image.

What is VOSA?

Vosa is short for Vizrt Online System Administration, a set of tools created by Vizrt to ease various system administration chores.

It facilitates the set up and installation of virtual machines, booting them up and installing software on them. It also includes steps to set up a puppet master with a generic client certificate, and tools to install puppets that do what that puppet master says.

All of this is possible manually by apt-get’ing and configuring manualy; the value of these scripts is that all of this is made possible without intervention..

There are various post-installation hooks available which perform various tasks, for simple things like creating an /etc/motd file, to more advanced things like setting up a puppet master or installing a production ready Escenic Content Engine using ece-install.

Who is it for?

It is aimed at anyone who needs to install lots of virtual machines, and particularly at those who agree that it is valuable to be able to completely reinstall a virtual machine from scratch without intervention, and then put that virtual machine in production.

Why should I use it?

The normal way of virtualizing is to sit someone in front of a fresh VM and start to install software on it. The software is configured, and more software piles on until it’s production ready. Some final tweaks are made and then it might go into production. All of this installation, configuration and tweaking is valuable in the sense that doing it all over again actually costs money since someone needs to sit down and do it. Most of the time, the people who did the original installation are no longer around, so doing it all from scratch would also revert some tweaks.

A different way of looking at virtualization is to ascribe no value to the virtual machine itself, or at least to the the disk image that constitutes the virtual machine. In order to do so, you need to make sure that it is possible to create a fully functional virtual machine at any time. One that is production ready, with all the last-minute-tweaks in place.

The Vosa scripts do just that.

A short definition file tells vosa what base image to start with; this is an Ubuntu Enterprise Cloud image, but in theory other image types could be supported. The file also provides networking parameters and so on. Most importantly, these files also tell vosa what to do with the virtual machine once it has booted, so-called “post install hooks”. Each of these are executed when the “first boot” has completed. These hooks run only the first time the virtual machine has booted, and should be written in such a way that they end up with a production ready system that can go straight into production.

Amazon or Physical?

Vosa supports two flavours of virtualization, namely one based on Amazon’s excellent Elastic Compute Cloud (EC2), and one based on the excellent Open Source Kernel-based Virtual Machine (KVM). Vosa aims to blur the boundaries of these two types of virtualization, making it possible to use the same technologies for installing software. The possibility of using local hardware makes it possible to run a cheap stack of virtual machines using the same method of installing software as the production environment. Developers can also have a local “stack” of virtual machines, and not have to rely on AWS for virtualization.

In the absence of EC2 metadata service that’s available to real cloud instances, the kvm flavour of virtualization allows some additional perks, like vnc support, and it generates “throw-away” SSH keys which are used for a single kvm instance.

What can I do with this?

Probably the most advanced thing you could do with this is to automate the setup of a complete data center, with database, nfs, a virtualized server park, and various virtual machines, tomcats, varnishes and so on, all from a single set of configuration files, without intervention.

But you could also use it to just easily re-install a VM using the latest and greatest Ubuntu release, instead of (as is usual) not even daring to run apt-get upgrade.

Installation of VOSA package

This is a terse description of what it takes to get a system to run vosa.

Requirements:

In order to benefit from running vosa with kvm, you need the following

  • A physical machine that supports virtualization
  • kvm or qemu-kvm
  • genisoimage
  • nc
  • tunctl
  • sudo access to kvm (or the more usual, which is to run vosa as root…)
  • a bridged network

In theory, it should be possible to script this too, or to get e.g. puppet to do this for us. Watch this space!

In order to benefit from running vosa with ec2, you need the following

  • Amazon account
  • ec2-api-tools
  • A named SSH keypair
  • Signing key

Setting up vosa on EC2

Commonly, setting up vosa in the cloud entails first making an EC2 instance that will act as “the control server”. vosa will typically be installed there.

apt-get install vosa

The vosa command should now work (to a certain extent)

vosa help
vosa commands
vosa longhelp | less

To make vosa usable, you need to initialize it:

sudo vosa init

This will create the /etc/vizrt/vosa directory structure, and a skeleton of a virtual machine definition.

$ sudo cp -r /etc/vizrt/vosa/skeleton-amazon \\
  /etc/vizrt/vosa/available.d/my-first-vosa

Configure the my-first-vosa/amazon.conf file as you see fit. This would include:

  • Generate (or re-use) an SSH private key, and uploading the public key to Amazon
  • Generate (or re-use) an EC2 API signing key, and uploading the certificate to Amazon
  • Create a VPC and subnet (if you want to deploy the instances to a VPC subnet)

Details on these steps are outlined in the sample amazon.conf file.

Setting up vosa on bare metal (kvm)

Setting up vosa entails a few manual installation steps. Among other things it will

  • provide the “vosa” command and its required libraries
  • download an image of an Ubuntu Enterprise Cloud
  • create 10 tap interfaces (an arbitrary number, really, see below for an explanation).
  • create the same number of “tap*.availablenetwork” files in /var/run/vizrt/vosa/ each one signifying the names of the tap interfaces that can be used.

So without further ado, let’s get started. First of all, we need to onstall the vosa command itself and its required libraries:

apt-get install vosa

The vosa command should now work (to a certain extent)

vosa help
vosa commands
vosa longhelp | less

To make vosa usable, you need to initialize it:

vosa init

This will create the /etc/vizrt/vosa directory structure, and a skeleton of a virtual machine definition.

Let’s download an Ubuntu Enterprise Cloud (UEC) image to use as the base OS. vosa does this for you:

vosa -v oneiric download

Networking

For this to be useful, your machines need to be accessible directly on the local network. The scripts have only been tested on a bridged network. So make a bridge, call it br0 or something. How this is done is, however outside the scope of this document.

Once you have a bridged network, you need to create tap interfaces for each of your virtual machines. Let’s make 10 to start with. The reason these need to be pre-allocated is that we’ve seen that doing this temporarily (ca 10 seconds) makes the network go completely dark, and so shouldn’t happen whenever any virtual machines are running.

mkdir -p /var/run/vizrt/vosa
br=br0
for i in $(seq 1 10) ; do
  tap=$(tunctl -b)
  echo $br > /var/run/vizrt/vosa/$tap.availablenetwork
  brctl addif $br $tap
  ifconfig $tap up 0.0.0.0
done

If your machine has multiple network interfaces, talking with different physical networks, you need to make several bridges, and create tap devices for each bridge, indicating which bridge the tap interface is bound to. The above script uses the br0 bridge.

This needs to happen every time you boot, so the script above should be copied to e.g. /etc/rc.local or some other system wide boot location.

tunctl creates the tap interface, and we create a file with the name of the created tap interface in a directory. This little snippet needs to run every time the host machine boots.

Defining a virtual machine

Defining a virtual machine is a bit different than when using virsh or VMware of VirtualBox. Vosa exploits the fact that the UEC images are pre-seeded with cloud-init, and so have a hook to execute code during the first boot. This means we don’t need to make any changes to the image file itself, but can boot the unmodified UEC image.

A big benefit of this is that the exact same UEC images are available in Amazon EC2, and also in a Eucalyptus private cloud. This means that vosa will be able to control Amazon EC2 images in the same way.

Defining a virtual machine means creating two files (boot.conf and install.conf) in a directory. vosa init has already created a documented skeleton which you can customize as you see fit.

mkdir /etc/vizrt/vosa/available.d/my-first-vm && \\
cp /etc/vizrt/vosa/skeleton-kvm/* \\
  /etc/vizrt/vosa/available.d/my-first-vm/
vi /etc/vizrt/vosa/available.d/my-first-vm/*

Note that the name you choose (“my-first-vm”) must be a valid internet host name with no domain part. I.e. only lowercase alphanumerics and hyphens. The name you choose will become the virtual machine’s host name.

When you’re happy with them you should of course track these in a version control system, so you don’t lose them. Over time, these will become more valuable than the virtual machine images themselves.

Make sure your IP and MAC addresses are unique, or make a script to randomize them.

Now, enable your virtual machine:

vosa -i my-first-vm enable

This creates a symlink from available.d/my-first-vm to enabled.d, it serves no other purpose than to differentiate between a possibly long list of virtual machine definitions (in available.d), and the ones you have decided to actually run on this machine.

To install the machine, just issue the “install” command:

vosa -i my-first-vm install

This will copy the disk image to /var/lib/vizrt/vosa/images/my-first-vm/ and put some more files in there (like the SSH private key), and finally it will boot up the image and use the UEC’s cloud-init support to prime the image and execute any post-installation hooks you defined.

The host name (as the machine sees it, at least) will be the same as the name of the virtual machine; in this case “my-first-vm”

When it’s done you can SSH into the system:

ssh -F /var/lib/vizrt/vosa/my-first-vm/ssh.conf guest

Not that you should need to do that, of course.

Making a development image

Making a development image from the virtual machine is also possible using vosa. The main purpose of the development image is to boost the development time with in an production like environment. We can create VMDK (Virtual Machine Disk) files from the UEC images used to create the virtual machine. It is also possible to create a OVA (Open Virtual Archive) file from the generated VMDK image to use it out of the box in VirtualBox.

To make a VMDK image we have to run

vosa -i my-first-vm make

We can create a VMDK and ova file with a single command like

vosa -i my-first-vm make ova

Puppet Master

Setting up a puppet master is also an important piece of vosa.

To make this possible, vosa supplies a post-install hook. This hook:

  • installs the puppet master from the apt repositories,
  • configures the puppet master to use hostnames instead of its DNS name for certificates
  • configures a self signed certificate for all guests (mainly to avoid having to sign or auto-sign the puppets, since that is problematic when a machine is re-installed)
  • creates vosa post-installation hook to set up a pre-authenticated puppet in /etc/vizrt/vosa/puppet/<puppetmaster-name>-client.sh

This makes it possible to define more virtual machines that automatically dance to the puppet master’s tune.

Making this useful of course means pushing your puppet configuration into the puppet master, but that’s outside the scope of this document.

COPYRIGHT

Copyright 2011-2013 Vizrt

Licensed under the Apache License, Version 2.0, see https://github.com/vizrt/ece-scripts/COPYING for further details.

AUTHOR

Erik Mogsensen