Custom installation roadmap

Before you begin your custom installation of IBM® Spectrum Cluster Foundation Community Edition, use the following roadmap to prepare your values for each installation option. You can choose to use the default example values for some or all of the options.

Table 1. Preparing for IBM Spectrum Cluster Foundation Community Edition custom installation
  Options Example values Your values
1. Select a mount point for the depot (/install) directory. /  
2. Select the location that you want to install the operating system from. CD/DVD drive  
3. Specify a provision network interface. eth0  
4. Specify a public network interface. eth1  
5. Do you want to enable the public interface firewall (Yes/No) Yes  
6. Do you want to enable NAT forwarding on the management node? (Yes/No) Yes  
7. Enable a BMC network that uses the default provisioning template? Yes  
8. Select one of the following options for creating your BMC networks:    
a. Create a new network and specify the following options: Yes  
  i. Subnet 192.168.1.0  
  ii. Subnet mask 255.255.255.0  
  iii. Gateway IP address 192.168.1.1  
  iv. IP address range 192.168.1.3-192.168.1.254  
b. Use the public network N/A  
c. Use the provision Network N/A  
9. Specify the hardware profile used by your BMC network. Hardware profile, options include:
  • IPMI
  • IBM_Flex_System_x
  • IBM_System_x_M4
  • IBM_iDataPlex_M4
  • IBM_NeXtScale_M4
 IBM_System_x_M4  
10. Set the provision network domain name. private.dns.zone  
11. Enable FQDN host names for managed nodes (for example, compute001.private.dns.zone)? (Yes/No) No  
12. Set a domain name for the public network? (Yes/No) Yes  
13. Set the public domain name. public.com or FQDN  
14. Specify the provisioning compute node IP address range. This is generated based on management node interface. 10.10.0.3-10.10.0.200  
15. Do you want to provisioning compute nodes with the node discovery method? (Yes/No) Yes  
16. Specify the node discovery IP address range. This is generated based on management node interface. 10.10.0.201-10.10.0.254  
17. Set the IP addresses of the name servers. 192.168.1.40,192.168.1.50  
18. Specify the NTP server. pool.ntp.org  
19. Do you want to export the /home directory? (Yes/No) Yes  
20. Set the database administrator password. pcmdbadm  
21. Set the default root password for compute nodes. Cluster  

Custom installation

You can configure the management node by using the custom installation option.

Before you begin

Note: IBM Spectrum Cluster Foundation Community Edition installation supports the Bash shell only.
  • Before you start the IBM Spectrum Cluster Foundation Community Edition installation, you must boot into the base kernel. The Xen kernel is not supported.
  • User accounts that are created before IBM Spectrum Cluster Foundation Community Edition is installed are automatically synchronized across compute nodes during node provisioning. User accounts that are created after IBM Spectrum Cluster Foundation Community Edition is installed are automatically synchronized across compute nodes when the compute nodes are updated.
  • You must be a root user to install.
  • Installing IBM Spectrum Cluster Foundation Community Edition requires you to provide the OS media. If you want to use the DVD drive, ensure that no applications are actively using the drive (including any command shell). If you started the IBM Spectrum Cluster Foundation Community Edition installation in the DVD directory, you can suspend the installation (Ctrl-z), change to another directory (cd ~), and then resume the installation (fg). Alternately, you can start the installation from another directory (for example: cd ~; python mount_point/installer).
After the installation starts, the installer automatically checks the hardware and software configurations. The installer displays the following based on the results:
  • OK - if no problems are found for the checked item
  • WARNING - if configuration of an item does not match the requirements; installation continues despite the warnings
  • FAILED - if the installer cannot recover from an error, the installation quits
The installer (installer) displays the corresponding error message for problems that are detected and automatically ends the installation. If there are errors, you must resolve the identified problems then rerun the installer until all installation requirements are met.

About this task

The installer completes pre-checking processes and prompts you to answer questions to complete the management node configuration. The following steps summarize the installation of IBM Spectrum Cluster Foundation Community Edition on your management node:
  1. License Agreement
  2. Management node pre-check
  3. Specify installation settings
  4. Installation

Complete the following installation steps:

Procedure

  1. Choose one of the following installation methods:
    • Download the IBM Spectrum Cluster Foundation Community Edition ISO to the management node.
    • Insert the IBM Spectrum Cluster Foundation Community Edition DVD into the management node.
  2. Mount the IBM Spectrum Cluster Foundation Community Edition installation media:
    • If you install IBM Spectrum Cluster Foundation Community Edition from ISO file, mount the ISO into a directory such as /mnt. For example: 
      # mount -o loop cf-4.2.2.*.iso /mnt
    • If you install IBM Spectrum Cluster Foundation Community Edition from DVD media, mount to a directory such as /mnt.
    Tip: Normally, the DVD media is automatically mounted to /media/PCM-program_number. To start the installer, run: /media/PCM-program_number/installer. If the DVD is mounted without execute permission, you must add python in front of the command (python /media/PCM-program_number/installer).
  3. Start the IBM Spectrum Cluster Foundation Community Edition installer, issue the following command: 
     # /mnt/installer
  4. Accept the license agreement and continue. This automatically starts the management node pre-checking process.
  5. Select the Custom Installation option as your installation method.
  6. Select a mount point for the depot (/install) directory. The depot (/install) directory stores installation files for IBM Spectrum Cluster Foundation Community Edition. The IBM Spectrum Cluster Foundation Community Edition management node checks for the required disk space.
  7. Select the location that you want to install the operating system from. The operating system version that you select must be the same as the operating system version on the management node.
    OS Distribution installation from the DVD drive:
    Insert the correct OS DVD disk into the DVD drive. The disk is verified and added to the depot (/install) directory after you confirm the installation. If the IBM Spectrum Cluster Foundation Community Edition disk is already inserted, make sure to insert the OS disk after you copy the IBM Spectrum Cluster Foundation Community Edition core packages.
    OS Distribution installation from an ISO image or mount point:
    Enter the path for the OS Distribution or mount point, for example:/iso/rhel/6.x/x86_64/rhel-server-6.x-x86_64-dvd.iso The IBM Spectrum Cluster Foundation Community Edition management node verifies that the operating system is a supported distribution, architecture, and version.
    Note: If the OS distribution is found on more than one ISO image, use the first ISO image during the installation. After the IBM Spectrum Cluster Foundation Community Edition installation is completed, you can add the next ISO image from the Web Portal.
    If you choose to install from an ISO image or mount point, you must enter the ISO image or mount point path.
  8. Select a network interface for the provisioning network.
  9. Enter the IP address range that is used for provisioning compute nodes.
  10. Choose whether to provision compute nodes automatically with the node discovery method.
  11. Enter a node discovery IP address range to be used for provisioning compute nodes by node discovery. The node discovery IP address range is a temporary IP address range that is used to automatically provision nodes by using the auto node discovery method. This range cannot overlap the range that is specified for the provisioning compute nodes.
  12. Select how the management node is connected to the public network. If the management node is not connected to the public network, select: It is not connected to the public network. If your management node is connected to a public network, optionally, you can enable the following settings:
    1. Enable IBM Spectrum Cluster Foundation Community Edition specific rules for the management node firewall that is connected to the public interface.
    2. Enable NAT forwarding on the management node for all compute nodes.
  13. Enable a BMC network that uses the default provisioning template. If you choose to enable a BMC network, you must specify the following options:
    1. Select a BMC network.
      • Public network
      • Provision Network
      • Create a new network. If you create a new BMC network, specify the following options:
        • A subnet for the BMC network.
        • A subnet mask for the BMC network.
        • A gateway IP address for the BMC network.
        • An IP address range for the BMC network.
    2. Specify a hardware profile for the BMC network.
      Table 2. Available hardware profiles based on hardware type
      Hardware Hardware profile
      Any IPMI-based hardware IPMI
      Lenovo Flex System x220, x240, and x440 IBM_Flex_System_x
      Lenovo System x3550 M4, x3650 M4, x3750 M4 IBM_System_x_M4
      Lenovo System x iDataPlex dx360 M4 IBM_iDataPlex_M4
      Lenovo NeXtScale nx360 M4 IBM_NeXtScale_M4
      IBM Power Systems™ (PowerNV mode) IBM_PowerNV
  14. Enter a domain name for the provisioning network.
  15. Set a domain name for the public network.
  16. Enter a domain name for the public network.
  17. Enter the IP addresses of your name servers that are separated by commas
  18. Set the NTP server.
  19. Export the home directory on the management node and use it for all compute nodes.
  20. Enter the IBM Spectrum Cluster Foundation Community Edition database administrator password.
  21. Enter the root account password for all compute nodes.
  22. A summary of your selected installation settings is displayed. To change any of these settings, press ‘99’ to reselect the settings or press '1' to begin the installation.

What to do next

After you complete the installation, verify that your IBM Spectrum Cluster Foundation Community Edition environment is setup correctly.
To get started with IBM Spectrum Cluster Foundation Community Edition, access the Web Portal. The first time you access the Web Portal follow these steps:
  1. Open a supported web browser.
  2. Download the web server certificate from the IBM Spectrum Cluster Foundation Community Edition management node found here: /opt/pcm/web-portal/gui/3.0/wlp/usr/shared/resources/security/cacert.pem.
  3. Import the web server certificate.
    • In Firefox:
      1. Click Tools > Options > Advanced > View Certificates.
      2. Click the Authorities tab and click Import.
      3. Browse to the location where you saved the web server certificate and select it.
      4. When prompted to trust a new CA, ensure that you select Trust this CA to identify websites and click OK.
      5. Restart the browser, if required.
    • In Internet Explorer:
      1. Click Tools > Internet Options.
      2. Click the Content tab, then Certificates > Import....
      3. In the Certificate Import Wizard, click Place all certificates in the following store, click Browse, select Trusted Root Certification Authorities.
      4. Complete the wizard and accept any additional prompts.
      5. Restart the browser, if required.
  4. Navigate to the Web Portal https://IPaddress:8443.
  5. Log in with the root user account and password on the management node.