Creating a custom Linux image in AWS

To create a custom Amazon Machine Image (AMI) for Linux®, first manually launch an Amazon EC2 instance with a base OS image for Linux. Then, customize the instance by installing IBM® Spectrum Symphony.

Before you begin

  • At least 30 GB of disk space is required to provision an EC2 instance with IBM Spectrum Symphony installed. Ensure that the EC2 instance has the required EBS storage.
  • For Spot instances, only a subset of AWS base images are allowed for custom images. To check which base images are available for use, go to EC2 > Spot Requests and click Request Spot Instances.
  • If your cluster is a mixed environment that contains a combination of Linux and Windows hosts, see Configuring a mixed operating system cluster.

Procedure

For instructions on creating an EC2 instance, see Getting Started with Amazon EC2 Linux Instances.

  1. Use SSH with the key file (keyfile.pem) to log on to the instance that you created, for example:
    ssh -i "symphony-use.pem" ec2-user@ec2-203.0.113.4.uswest-2.compute.amazonaws.com
  2. Update the /etc/hosts file on the EC2 host to add the host names of the primary host and primary host candiatess in your IBM Spectrum Symphony cluster.
    If the ego.conf file in your cluster uses a short name for the primary host, add the short name of the host as well, for example:
    cat /etc/hosts
    198.51.100.4 localhost.localdomain localhost
    192.0.2.3 symcompute.aws.com symcompute
    192.0.2.5 symprimary.mycompany.com symprimary

    If an external DNS is not available, you can configure the ServiceDirector in IBM Spectrum Symphony as an internal DNS server (see Running IBM Spectrum Symphony without external DNS).

  3. Copy the IBM Spectrum Symphony Linux package (say, sym-version_architecture.bin) to the EC2 host, for example:
    scp -i symphony-use.pem sym-version_architecture.bin ec2-user@ec2-203.0.113.4.uswest 2.compute.amazonaws.com:~/.
  4. Switch as root user, for example:
    sudo su root
  5. Install IBM Spectrum Symphony on the EC2 host as a compute host.
    1. Install IBM Spectrum Symphony (see Installing on a Linux compute host), for example:
      export BASEPORT=30600
      export CLUSTERADMIN=root
      export CLUSTERNAME=cloud
      export DERBY_DB_HOST=ec2-203.0.113.4.uswest 2.compute.amazonaws.com
      export SIMPLIFIEDWEM=N
      export EGOCOMPUTEHOST=Y
      export IBM_SPECTRUM_SYMPHONY_LICENSE_ACCEPT=Y
      ./sym-version_architecture.bin
    2. Source the environment for your shell; for example, when you use BASH, enter:
      . $EGO_TOP/profile.platform
    3. Join the EC2 host to the cluster (see Adding a host to a cluster); for example, enter:
      egoconfig join symprimary
  6. Create an Amazon Machine Image (AMI) using this EC2 instance with IBM Spectrum Symphony preinstalled. Select the instance on the EC2 portal and click Actions > Image > Create Image.

What to do next

After creating your custom image, configure a post-provisioning script for greater flexibility in managing your configuration. See Configuring post-provisioning for AWS on Linux.