OS Installation

About

OS Installation module allows to install operating systems on any existing in EasyDCIM physical server with the help of adequate submodules.

OS installation module is equipped with two submodules. These are:

  • NOC-PS Provisioning Module
  • Email Notification Module

The administrator is also allowed to manage OS templates by synchronizing them with any template that is already available in NOC-PS submodule or by adding new ones.

Features

  • NOC-PS Submodule
  • Install OS Automatically
  • Install OS Manually
  • Send Notifications To Admins
  • Send Email Info To Clients
  • Test Connection
  • Email Notification Submodule
  • Install OS Manually
  • Send Notifications To Admins
  • Send Email Info To Clients
  • Enable/Disable Specific Submodules
  • Create Own Submodules
  • Manage OS Templates
  • Synchronize Templates
  • Download Templates Automatically
  • Add Templates Manually

Server Configuration

In order to configure a new server, simply press Add a Server.

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Type in the following data into the form:

  • Server Name – your server name
  • Module to Use – select module you are going to use
  • Use in Locations – select locations which will use this server. Please remember that for one location only one server can be available but one server can be available for more locations. For example, devices located in New York will be automatically managed by a server using NOC-PS Provisioning module, whereas devices located in London will be manually managed by a server using Email Notification Module.

Once the data are filled out, press Add Server to continue. Next, in actions column, find and press edit option of the server.

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NOC-PS Provisioning Module

Configuration Options

There are six predefined configuration options, take a look at them below:

  • Hostname – hostname or IP address where NOC-PS instance is available
  • NOC-PS Username – user name used to authenticate NOC-PS with API
  • NOC-PS User Password – user password used to authenticate with API
  • SSL Connection – set connection with API via SSL
  • Send notifications to – select administrator who will receive notifications from the server, by default the notifications are delivered to the first admin in the system
  • Send Email Info to client - send information to the client about the status of the operating system installation

When ready, press Test Connection to confirm it is successful.

System Installation Procedure

System installation can be run either automatically or manually.

Manual Installation

To start manual installation, proceed to the device summary where you want to install the OS on, then press Re-Install OS button under OS Installation & Configuration.

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Then, set up the configuration on the basis of which OS installation process will be performed:

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When the data are provided, press save changes button. Only then the installation process will begin.

Automatic Installation

Automatic installation on a given device is run the moment of order acceptance in the system. Read about ordering process Provisioning Flow and Accepting Order

The process itself looks the same in case of both manual and automatic installation:

  1. Download an appropriate OS template from the configuration
  2. Download username and password values for the operating system
  3. Use IP address to find appropriate device in the NOC-PS instance. The device must be previously added to NOC-PS. In case your system cannot find a device with the specified IP, the adequate notification is displayed and installation process is stopped.
  4. NOC-PS module begins the installation of operating system.
  5. EasyDCIM, using IPMI protocol, will attempt to run the following actions: chassis bootdev pxe and chassis power cycle
  6. If the beginning status is marked as success, then data from the previous configuration will be assigned to the device in your EasyDCIM:

    • SSH Username
    • SSH Password
    • SSH Root Passord
    • OS - template
  7. EasyDCIM will attempt to send an email informing about just started installation process to:

    • the first administrator or administrator that has been set up in the NOC-PS server configuration in EasyDCIM
    • if Send Email Info to client option has been selected, there will be an attempt to deliver the message to the client who is assigned as owner of the server in EayDCIM
  8. In case of failure in sending the messages, the process will be stopped and appropriate information will be displayed

  9. When the installation is finished EasyDCIM will attempt to send an email informing about a completed installation process to:

    • the first administrator or administrator that has been set up in the NOC-PS server configuration in EasyDCIM
    • if Send email Info to client option has been selected, there will be an attempt to deliver the message to the client who is assigned as owner of the server in EayDCIM

Email Notification Module

Email Notification module, as its name suggests, bases only on email notifications being delivered to appropriate users. The whole process of system installation on a given device must be performed manually by the administrator.

Configuration Options:

  • Send notifications to – select administrator who shall receive notifications from the server, by default the notifications are sent to the first admin in the system
  • Send Email Info to client - Send information to the client about the status of the operating system installation

System Installation Procedure

The installation process looks similar to the one used in case of NOC-PS Provisioning module.

To start manual installation, proceed to the device summary where you want to install the OS on, then press Re-Install OS button under OS Installation & Configuration.

os_3.png

Then, set up the configuration on the basis of which OS installation process will be performed:

os_4.png

When the data are provided, press save changes button. Only then the installation process will begin.
Steps that are going to be taken during installation:

  1. Download an appropriate OS template from the configuration
  2. Download username and password values for the operating system
  3. Data from the previous configuration will be assigned to the device in your EasyDCIM:

    • SSH Username
    • SSH Password
    • SSH Root Passord
    • OS - template
  4. EasyDCIM will attempt to send an email informing about just started installation process to:

    • the first administrator or administrator that has been set up in the NOC-PS server configuration in EasyDCIM
    • if Send Email Info to client option has been selected, there will be an attempt to deliver the message to the client who is assigned as owner of the server in EayDCIM
  5. In case of failure in sending the messages, the process will be stopped and appropriate information will be displayed

  6. When the installation is finished EasyDCIM will attempt to send an email informing about a completed installation process to:

    • the first administrator or administrator that has been set up in the NOC-PS server configuration in EasyDCIM
    • if Send email Info to client option has been selected, there will be an attempt to deliver the message to the client who is assigned as owner of the server in EayDCIM

Exactly the same steps are taken during the process of order acceptance for a given device. Read more about ordering processes Provisioning Flow and Accepting Order

Confirmation Email

This option can be used to send email message after the process of system installation has been completed. Only if you are sure your machine with a new operating system is ready, you can use this option.

  • EasyDCIM will attempt to send an email informing about a competed installation process to:

    • The first administrator or administrator that has been set up in the NOC-PS server configuration in EasyDCIM
    • If Send email Info To client option has been selected, there will be an attempt to deliver the message to the client who is assigned as owner of the server in EayDCIM
    • In case of failure in sending the messages, the process will be stopped and appropriate information will be displayed
Cancel Installation

This option can be used to send email message after the process of system installation has been interrupted. Only if you are sure the process must be stopped, you can use this option.

  • EasyDCIM will attempt to send an email informing about an interrupted installation process to:

    • The first administrator or administrator that has been set up in the NOC-PS server configuration in EasyDCIM
    • If Send Email Info to client option has been selected, there will be an attempt to deliver the message to the client who is assigned as owner of the server in EayDCIM
    • In case of failure in sending the messages, the process will be stopped and appropriate information will be displayed

OS Templates

The module allows easy management of system templates. Templates are distinguished in the system via their name and a numeric value. All system templates are shared among servers to install operation systems. There is no division on templates for NOC-PS Provisioning and Email Notifications modules.

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If you are using NOC-PS Provisioning module, then you are allowed to automatically download templates from the NOC-PS instance to your EasyDCIM system. To do so, move to the server summary and find templates synchronization button in Actions column.

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Templates can be also added manually, still you must remember that templates names and their IDs in case of NOC-PS module must be exactly the same in the EasyDCIM instance and in NOC-PS instance.