This invention relates generally to software provisioning.
Software provisioning is the process of selecting a target machine, such as a server, loading the appropriate software (operating system, device drivers, middleware, and applications), and customizing and configuring the system and the software to make it ready for operation. Software provisioning can entail a variety of tasks, such as creating or changing a boot image, specifying parameters, e.g. IP address, IP gateway, to find associated network and storage resources, and then starting the machine and its newly-loaded software. Typically, a system administrator will perform these tasks using various tools because of the complexity of these tasks. Unfortunately, there is a lack of provisioning control tools that can adequately integrate and automate these tasks.
Typically, the provisioning control tools require that the system administrator manually identify each machine that will be subject to software provisioning. As such, the administrator must be personally aware of and identify new machines added to the provisioning environment and manually add the new machines to an inventor of machines subject to the software provisioning. Accordingly, it would be desirable to provide a provisioning environment that can automatically detect and register new machines as they are added to the provisioning environment.
Various features of the embodiments can be more fully appreciated, as the same become better understood with reference to the following detailed description of the embodiments when considered in connection with the accompanying figures, in which:
For simplicity and illustrative purposes, the principles of the present invention are described by referring mainly to exemplary embodiments thereof. However, one of ordinary skill in the art would readily recognize that the same principles are equally applicable to, and can be implemented in, all types of information and systems, and that any such variations do not depart from the true spirit and scope of the present invention. Moreover, in the following detailed description, references are made to the accompanying figures, which illustrate specific embodiments. Electrical, mechanical, logical and structural changes may be made to the embodiments without departing from the spirit and scope of the present invention. The following detailed description is, therefore, not to be taken in a limiting sense and the scope of the present invention is defined by the appended claims and their equivalents.
Embodiments of the present teachings relate to systems and methods for automatically registering new machines in a software provisioning environment. More particularly, a provisioning server can automatically detect new target machines connected to the provisioning environment and register the new target machines.
According to embodiments, a provisioning server can be configured to include an inventory module. The inventory module can be configured to automatically detect new target machines that are connected to the provisioning environment. Once detected, the inventory module can be configured to determine identification information for the detected target machines. The identification information can include information that uniquely identifies the detected machines and information describing the detected machines.
According to embodiments, the provisioning server can be configured to register the detected machines with the provisioning environment. In particular, the inventory module can be configured to enter the identification information in an inventory of machines in the provisioning environment. Once registered, the provisioning server can perform provisioning processes on the detected machines. In embodiments, the provisioned software can include an operating system installation.
By automatically detecting new target machines, the provisioning server can identify new machines without interaction from a user or administrator. As such, new machines can be added to the provisioning environment with minimal interaction and configuration by the administrator. Additionally, the administrator is not required to inventory the provisioning environment or monitor the environment for updates because new or added systems are automatically registered and inventoried upon installation.
In particular, the provisioning environment 100 can manage software provisioning using a hierarchy of commands. In exemplary embodiments, the hierarchy can include at least four levels of commands. The lowest level in the hierarchy can comprise distribution commands, which primarily handle base operating system specific tasks of provisioning. The second level can comprise profile commands, which associate a configuration file, such as a kickstart file for Linux or other operating system, with a distribution and optionally allow for customization. The third level comprises system commands, which associate remote systems that are involved with the provisioning of the software. The fourth level comprises repository commands, which address configurations and tasks related to updating the software, remote installation procedures, and optionally customizing the software.
The provisioning environment 100 provides several capabilities and advantages over the known provisioning solutions. For example, the present invention is capable of handling a variety of forms of installations, such as preboot execution environment (“PXE”), virtualization, re-installations, and image installations.
In exemplary aspects, the provisioning environment 100 enables integrating virtualization into a PXE provisioning infrastructure and provides several options to reinstall running machines as well. The provisioning environment 100 can integrate mirroring of package repositories with the provisioning process, so that a provisioning server may serve as a central mirror point of contract for all of an organization's software needs. In aspects, a set of remote mirrored repositories can automatically be used by provisioned systems without additional setup.
Reference will now be made in detail to the exemplary aspects the provisioning environment 100. The provisioning environment 100 can be applied to provisioning any form of software, such as Windows systems, UNIX systems, and Linux systems. In the exemplary description that follows,
In provisioning of software such as Linux, many system administrators use what is known as the “kickstart” installation method. Kickstart files are files that specify the intended configuration of the software being provisioned. Kickstart files can be kept on a server and can be read by individual computers during the installation. This installation method allows the use a single or relatively few standard kickstart files to install Linux on multiple machines, making it ideal for network and system administrators.
The kickstart file can be a simple text file, containing a list of items, each identified by a keyword. In general, a kickstart file can be edited with any text editor or word processor that can save files as ASCII text. One skilled in the art will recognize that the present invention may be applied to non-kickstart files in software provisioning. For example, configuration files such as AutoYAST Answer files used in Novell SuSe Linux and Sun Solaris Jumpstart files may also be used by the provisioning environment 100.
Typically, a kickstart file can be copied to the boot disk, or made available on the network. The network-based approach is most commonly used, as most kickstart installations for software provisioning, such as Linux systems, tend to be performed via a network using NFS, FTP, or HTTP on networked computers. Administrators also find it desirable that kickstart installations can be performed using a local CD-ROM, or a local hard drive.
Using kickstart files, a system administrator can create a single file containing the parameters that are needed to complete a typical software installation. For example, kickstart files specify parameters related to: language selection; mouse configuration; keyboard selection; boot loader installation; disk partitioning; network configuration; NIS, LDAP, Kerberos, Hesiod, and Samba authentication; firewall configuration; and package selection.
According to exemplary aspects illustrated in
The provisioning server (from herein referred to as a “cobbler”) 102 is responsible for: serving as a extensible markup language remote procedure call (XMLRPC) handler; linking to or mirroring install distribution trees and a configuration database; hosting kickstart templates; hosting plugins, generating installation images, and the like. The cobbler server 102 can be implemented as software, such as Python code, installed on a boot server machine and provides a command line interface for configuration of the boot server. In addition, the cobbler server 102 can make itself available as a Python application programming interface (API) for use by higher level management software (not shown). The cobbler server 102 supports provisioning via PXE, image (ISO) installation, virtualization, re-provisioning. As will be described later, the last two modes are performed with the assistance of a helper client 114.
The code repository 104 is responsible for hosting distributions 106 and 108. The code repository 104 may be implemented using well known components of hardware and software. Additionally, the code repository 104 can be include one or more repositories hosting distributions. The distributions 106 and 108 can include bundles of software that is already compiled and configured. The distributions 106 and 108 may be in the form of either rpm, deb, tgz, msi, exe formats, and the like. For example, as Linux distributions, the distributions 106 and 108 are bundles of software that comprise the Linux kernel, the non-kernel parts of the operating system, and assorted other software. The distributions 106 and 108 can take a variety of forms, from fully-featured desktop and server operating systems to minimal environments.
In exemplary aspects, the installation templates 110 are any data structure or processing element that can be combined with a set of installation configurations and processed to produce a resulting configuration file, such as a kickstart file.
In exemplary aspects, exception plugins 112 is software that interacts with cobbler server 102 to customize the provisioning of software. In general, the exceptions plugins 112 are intended to address infrequent customization needs.
In exemplary aspects, the helper client known as “koan”, which stands for “kickstart-over-a-network”) 114 can assist the cobbler server 102 during the provisioning processes. The koan 114 can allow for both network provisioning of new virtualized guests and destructive provisioning of any existing system. When invoked, the koan 114 can request profile information from a remote boot server that has been configured with the cobbler server 102. In some aspects, what the koan 114 does with the profile data depends on whether it was invoked with—virt or—replace-self.
In exemplary aspects, the koan 114 can enable replacing running systems as well as installing virtualized profiles. The koan 114 can also be pushed out to systems automatically from the boot server. In some aspects, the koan client 114 is also written in Python code to accommodate a variety of operating systems, machine architectures, etc.
In exemplary aspects, the network 115 can include a number of the target machines 116. The target machines 116 can represent the particular machines to which software provisioning is directed. The target machines 116 may represent a wide variety of computing devices, such as personal computers, servers, laptop computers, personal mobile devices, and the like. In some aspects, the target machines 116 can represent distributed computing environments such as cloud computing environments. Although
In exemplary aspects, the provisioning database 120 can serve as a data storage location for holding data used by the cobbler server 102. For example, as shown, the provisioning database 120 can comprise the distribution tree list 122 and the template list 124. The distribution tree list 122 can provide an inventory of the distributions 106 and 108 that are hosted or mirrored by the cobbler server 102. The template list 124 can provide an inventory of the templates 110 that are hosted by the cobbler server 102.
As noted above, the cobbler server 102 can manage provisioning using a hierarchical concept of distribution commands, profile commands, system commands, and repository commands. This framework enables the cobbler server 102 to abstract the differences between multiple provisioning types (installation, reinstallation, and virtualization) and allows installation of all three from a common platform. This hierarchy of commands also permits the cobbler server 102 to integrate software repositories 126 with the provisioning process, thus allowing systems to be configured as a mirror for software updates and third party content as well as distribution content.
Distributions can contain information about base operating system tasks, such as what kernel and initial ramdisk (“initrd”) are used in the provisioning, along with other information, such as required kernel parameters. Profiles associate one of the distributions 106 and 108 with a kickstart file and optionally customize it further, for example, using plugins 112. Systems commands associate a hostname, IP, or MAC with a distribution and optionally customize the profile further. Repositories contain update information, such as yum mirror information that the cobbler server 102 uses to mirror repository 104. The cobbler server 102 can also manage (generate) DHCP configuration files using the templates 110.
In exemplary aspects, the cobbler server 102 can use a provisioning environment that is fully templated, allowing for kickstarts and PXE files to be customized by the user. The cobbler server 102 uses the concept of “profiles” as an intermediate step between the operating system and the installed system. A profile is a description of what a system does rather than the software to be installed. For instance, a profile might describe a virtual web server with X amount of RAM, Y amounts of disk space, running a Linux distribution Z, and with an answer file W.
In exemplary aspects, the cobbler server 102 can provide a command line interface to configure a boot server in which it is installed. For example, the format of the cobbler server 102 commands can be generally in the format of: cobbler command [subcommand] [—arg1=] [—arg2=]. Thus, a user can specify various aspects of software provisioning via a single interface, such as a command line interface or other known interface. Examples of exemplary cobbler commands can be found in U.S. patent application Ser. No. 11/763,315, U.S. Patent Application Publication No. 2008-0288938 and U.S. patent application Ser. No. 11/763,333, U.S. Patent Publication No. 2008-0288939, the disclosures of which are incorporated herein, in their entirety, by reference.
According to exemplary aspects, a user can use various commands of the provisioning environment 100 to specify distributions and install trees hosted by the code repository 104, such as a distribution from the distributions 106 or 108. A user can add or import a distribution or import it from installation media or an external network location.
According to exemplary aspects, in order to import a distribution, the cobbler server 102 can auto-add distributions and profiles from remote sources, whether this is an installation media (such as a DVD), an NFS path, or an rsync mirror. When importing a rsync mirror, the cobbler server 102 can try to detect the distribution type and automatically assign kickstarts. By default in some embodiments, the cobbler server can provision by erasing the hard drive, setting up eth0 for DHCP, and using a default password. If this is undesirable, an administrator may edit the kickstart files in /etc/cobbler to do something else or change the kickstart setting after the cobbler server 102 creates the profile.
According to exemplary aspects, a user may map profiles to the distributions and map systems to the profiles using profile commands and systems commands of the provisioning environment 100. A profile associates a distribution to additional specialized options, such as a kickstart automation file. In the cobbler server 102, profiles are the unit of provisioning and at least one profile exists for every distribution to be provisioned. A profile might represent, for instance, a web server or desktop configuration.
According to exemplary aspects, a user can map systems to profiles using system commands. Systems commands can assign a piece of hardware with cobbler server 102 to a profile. Systems can be defined by hostname, Internet Protocol (IP) address, or MAC address. When available, use of the MAC address to assign systems can be preferred.
According to exemplary aspects, the user can map repositories and profiles using repository commands. Repository commands can address configurations and tasks related to updating the software, remote installation procedures, and optionally customizing the software. These repository commands can also specify mirroring of the provisioned software to remote servers. Repository mirroring can allow the cobbler server 102 to mirror not only install the trees 106 and 108, but also optional packages, third party content, and updates. Mirroring can be useful for faster, more up-to-date installations and faster updates) or providing software on restricted networks. The cobbler server 102 can also include other administrative features, such as allowing the user to view their provisioning configuration or information tracking the status of a requested software installation.
According to exemplary aspects, a user can utilize commands to create a provisioning infrastructure from a distribution mirror. Then a default PXE configuration is created, so that by default systems will PXE boot into a fully automated install process for that distribution. The distribution mirror can be a network rsync mirror or a mounted DVD location.
According to exemplary aspects, the administrator uses a local kernel and initrd file (already downloaded), and shows how profiles would be created using two different kickstarts—one for a web server configuration and one for a database server. Then, a machine can be assigned to each profile.
According to exemplary aspects, a repo mirror can be set up for two repositories, and create a profile that will auto install those repository configurations on provisioned systems using that profile.
According to exemplary aspects, in addition to normal provisioning, the cobbler server 102 can support yet another option, called “enchant”. Enchant takes a configuration that has already been defined and applies it to a remote system that might not have the remote helper program installed. Users might want to use this command to replace a server that is being repurposed, or when no PXE environment can be created. Thus, the enchant option allows the remote the koan client 114 to be executed remotely from the cobbler server 102.
According to aspects, if the cobbler server 102 is configured to mirror certain repositories, the cobbler server 102 can then be used to associate profiles with those repositories. Systems installed under those profiles can be auto configured to use these repository mirrors in commands and, if supported, these repositories can be leveraged. This can be useful for a large install base, fast installation and upgrades for systems are desired, or software not in a standard repository exists and provisioned systems are desired to know about that repository.
According to exemplary aspects, the cobbler server 102 may also keep track of the status of kickstarting machines. For example, the “cobbler status” will show when the cobbler server 102 thinks a machine started kickstarting and when it last requested a file. This can be a desirable way to track machines that may have gone inactive during kickstarts. The cobbler server 102 can also make a special request in the post section of the kickstart to signal when a machine is finished kickstarting.
According to exemplary aspects, for certain commands, the cobbler server 102 will create new virtualized guests on a machine in accordance to the orders from the cobbler server 102. Once finished, an administrator may use additional commands on the guest or other operations. The cobbler server 102 can automatically name domains based on their MAC addresses. For re-kickstarting, the cobbler server 102 can reprovision the system, deleting any current data and replacing it with the results of a network install.
According to exemplary aspects, the cobbler server 102 can configure boot methods for the provisioning requested by the user. For example, the cobbler server 102 can configure a PXE environment, such as a network card BIOS. Alternatively, the cobbler server 102 can compile and configure information for koan client 104. The cobbler server 102 can also optionally configured DHCP and DNS configuration information.
According to exemplary aspects, the cobbler server 102 can serve the request of the koan client 114. The koan client 114 can acknowledge the service of information of the cobbler server 102 and then can initiate installation of the software being provisioned. Additionally, the koan client 114 can either install the requested software, e.g., replace the existing operating system, or install a virtual machine.
In embodiments as shown, the inventory module 128 can be configured to automatically detect new target machines installed in the provisioning environment 100, to register the new target machines with the provisioning environment 100, and place the new target machines in the inventory of target machines in the provisioning environment 100. For example, as shown, the inventory module 128 can be configured to detect new target machines 130 and 132 that have been added to network 115.
In order to detect the new target machines, the inventory module 128 can contain control logic that can communicate with the network 115 to detect the new target machine 130 and new target machine 132. For example, for the new target machine 130 which includes a Koan client 114, the inventory module 128 can be configured to communicate with the Koan client 114 in order to detect the new target machine 130. In this case, once the new target 130 is installed in the network 115, the Koan client 114 can be configured to provide an indication of a new target machine once the Koan client 114 for the new target machine 130 boots against the cobbler server 102.
Additionally, the inventory module 128 can be configured to detect the new target machine 132 that does not include a Koan client 114. For example, the inventory module 128 can include control logic that performs well-known network queries to identify the new target machine 132.
According to embodiments, during detection, the inventory module 128 can be configured to determine identification information 134 from the new target machines 130 and 132. The identification information 134 can include any type of information that identifies the new target machines. The identification information 134 can include information that uniquely identifies the new target machines in the network 115 such as Media Access Control (“MAC”) address, Ethernet Hardware Address (“EHA”), and the like. The identification information 134 can also include other information that identifies the new target machines such as identification of the koan client 114, specifications of the new target machines, network information of the new target machines (IP address, host name, etc.), and software installed on the new target machines.
In order to determine the identification information 134, the inventory module 128 can be configured to obtain the identification information 134 from the new target machine 130 and the new target machine 132. For example, for the new target machine 130, the inventory module 128 can be configured to communicate with the koan client 114 in order to determine the identification information 134. Additionally, for the new target machine 132, the inventory module 128 can be configured to utilize well-known network queries in order to obtain the identification information 134.
According to embodiments, once the new target are detected and the identification information 134 is determined, the cobbler server 102 can be configured to register the new target machine. In particular, the inventory module 128 can be configured to enter the identification information 134 for the new target machine 130 and the new target machine 132 in an inventory 136. The inventory 136 can be a data structure including a number of fields for storing the identification information 134. Additionally, the inventory 136 can be configured to include other information such profiles of provisioned software for the target machines. The inventory 136 can also include the identification information of the target machines already registered with the cobbler server 102.
For each new target machine, the inventory module 128 can create a new entry in the inventory 136 and enter the identification information 134 in the new entry. If the inventory 136 does not exist, the inventory module 128 can be configured to create a new inventory 136 and populate the new inventory 136 with identification information for the new target machines.
According to embodiments, the cobbler server 102 can be configured to maintain the inventory 136 in the provisioning database 120. Likewise, the cobbler server 102 can be configured to maintain the inventory 136 in any other type of storage, such as storage associated with the inventory module 128.
According to embodiments, once the new targets are registered, the cobbler server 102 can perform any of the provisioning process described above. For example, for the new target machines 130 and 132, the cobbler server 102 can be configured to automatically provision a default profile to the new target machines. Likewise, the cobbler server 102 can preform other processes on the new target machines, such as network process (changing IP address, hostname, etc.). Once provisioning process or other processes are performed, the cobbler server 102 can be configured to update the inventory 136 to reflect changes in the information for any target machines.
Processor 300 further communicates with network interface 304, such as an Ethernet or wireless data connection, which in turn communicates with one or more networks 115, such as the Internet or other public or private networks. Processor 300 also communicates with the provisioning database 120 and the inventory module 128, to execute control logic and perform the provisioning processes and the inventory processes described above. Other configurations of the cobbler server 102, associated network connections, and other hardware and software resources are possible.
While
In 406, the inventory module 128 can determine identification information for the new target machines. The identification information 134 can include information that uniquely identifies the new target machines in network 115 such as Media Access Control (“MAC”) address, Ethernet Hardware Address (“EHA”), and the like. The identification information 134 can also include other information that identifies the new target machines such as identification of the koan client 114, specifications of the new target machines, network information of the new target machines (IP address, host name, etc.), and software installed on the new target machines.
In 408, the inventory module 128 can register the new target machines with the cobbler server 102. The inventory module 128 can store the determined identification information in an inventory stored at the cobbler server 102. Then, in 410, the cobbler server 102 can perform provisioning process on the new target machines. In 412, the process can end, but the process can return to any point and repeat.
While the invention has been described with reference to the exemplary embodiments thereof, those skilled in the art will be able to make various modifications to the described embodiments without departing from the true spirit and scope. The terms and descriptions used herein are set forth by way of illustration only and are not meant as limitations. In particular, although the method has been described by examples, the steps of the method may be performed in a different order than illustrated or simultaneously. Those skilled in the art will recognize that these and other variations are possible within the spirit and scope as defined in the following claims and their equivalents.
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Number | Date | Country | |
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20100049838 A1 | Feb 2010 | US |