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Installing and Configuring an Oracle® Solaris Cluster 4.4 Environment

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Updated: November 2019

How to Install Oracle Solaris Cluster Software Using Centralized Installer (clinstall)

This procedure uses the clinstall utility to install Oracle Solaris Cluster framework software in the global zone of one or more potential cluster nodes. You can also use this procedure to install additional software packages to a node that already has Oracle Solaris Cluster framework software installed.

Note -  To instead use the Oracle Solaris pkg command to install Oracle Solaris Cluster group packages and individual packages, go to How to Install Oracle Solaris Cluster Software (pkg).

Before You Begin

Perform the following tasks:

  • Verify installation prerequisites.

    • All nodes to install have the same hardware architecture.

    • All nodes are installed with the same version of Oracle Solaris software.

    • The Oracle Solaris installation meets the requirements for the Oracle Solaris Cluster software and any other software that you intend to install on the cluster.

      Note -  If you will run the clinstall utility in GUI mode, you must install the Oracle Solaris solaris-desktop group package on all nodes you want to install.
    • Each node name has a valid format and can be resolved by the name server.

    • All nodes are online.

    • If you install from an IPS repository, the repository is already configured with the Oracle Solaris Cluster packages you want to install.

    • If you install from an ISO image, a directory where you will extract the image file is created on a shared file system that is accessible by all nodes that you will install.

  • Determine which Oracle Solaris Cluster framework group package or packages you will install. The following matrix lists the framework group packages and which high-level Oracle Solaris Cluster components each package provides.

    Note -  You cannot add or remove individual packages that are part of the ha-cluster-minimal group package except by complete reinstallation or uninstallation. However, you can add or remove other, optional packages without removing the ha-cluster-minimal group package.
    Framework man pages
    Data Service man pages
    Agent Builder
    Generic Data Service
    Graphical User Interface
    Disaster Recovery Framework
  1. If you are using a cluster administrative console, display a console screen for each node in the cluster.
    • If pconsole software is installed and configured on your administrative console, use the pconsole utility to display the individual console screens.

      As the root role, use the following command to start the pconsole utility:

      adminconsole# pconsole host[:port] […]  &

      The pconsole utility also opens a master window from which you can send your input to all individual console windows at the same time.

    • If you do not use the pconsole utility, connect to the consoles of each node individually.
  2. Restore external access to remote procedure call (RPC) communication.

    During the installation of the Oracle Solaris OS, a restricted network profile is used that disables external access for certain network services. The restricted services include the RPC communication service, which is required for cluster communication.

    Perform the following commands to restore external access to RPC communication.

    # svccfg -s svc:/network/rpc/bind setprop config/local_only = false
    # svcadm refresh network/rpc/bind:default
    # svcprop network/rpc/bind:default | grep local_only 

    The output of the last command should show that the local_only property is now set to false.

  3. Determine which cluster node to use to issue installation commands.

    This system, called the control node, will run the clinstall utility and issue the commands to install software on all specified nodes.

    Tip  -  If you are installing nodes for a new cluster, when you establish the installed nodes as a cluster, issue the scinstall command from this same control node. Otherwise, if you choose a different node to issue the scinstall command, you would first have to run the clauth command again on the other nodes, to authorize the new control node.
  4. Verify that the control node can reach each of the other cluster nodes to install.
  5. Set the location of the Oracle Solaris Cluster 4.4 package repository on all nodes.
    # pkg set-publisher -p file:///mnt/repo
    1. Before installing the Oracle Solaris Cluster 4.4 software on a host upgraded from Oracle Solaris 11.3 to 11.4, ensure that consolidation/cacao/cacao-incorporation has been upgraded to Oracle Solaris 11.4 version. For example:
      # pkg list consolidation/cacao/cacao-incorporation
      consolidation/cacao/cacao-incorporation 11.4- i-- 
    2. If the package version is still from Oracle Solaris 11.3, upgrade the cacao package on all nodes.
      # pkg update consolidation/cacao/cacao-incorporation
    3. Use pkg list to confirm the package was updated.
      # pkg list consolidation/cacao/cacao-incorporation
  6. Install ha-cluster/system/preinstall on all nodes, including the control node.

    The ha-cluster/system/preinstall package delivers required software for clinstall.

    # pkg install ha-cluster/system/preinstall
    # pkg list ha-cluster/system/preinstall
    NAME (PUBLISHER)                 VERSION            IFO
    ha-cluster/system/preinstall     4.4-0.x.0          i--

    The ha-cluster/system/preinstall package is included in the Oracle Solaris Cluster 4.4 repository. See How to Install Oracle Solaris Cluster Software (pkg).

  7. Authorize acceptance of cluster installation commands by the control node.

    Perform this task on all cluster nodes to install.

    Note -  The clauth command does not need to be run on the control node, but doing so causes no problems for clauth operations or for cluster installation operations.
    phys-schost# clauth enable -n control-node

    Note -  To use the des (Diffie-Hellman) authentication protocol instead of the sys (unix) protocol, include -p des in the command.
    phys-schost# clauth enable -p des -n control-node

    For information about setting up DES authentication, see Chapter 5, “Authenticating NFS Connections in Oracle Solaris” in Managing Authentication in Oracle Solaris 11.4.

  8. From the control node, launch the clinstall installer.
    • To launch the graphical user interface (GUI), use the -g option.
      phys-control# clinstall -g
    • To launch the interactive text-based utility, use the -t option.
      phys-control# clinstall -t
  9. Follow the prompts in the clinstall installer to provide the following information.

    Some GUI or text screens provide a Help option to access additional information about that screen.

    Data to Provide
    Your Values
    Installation mode
    Select Initial Installation if cluster framework software is not yet installed on the nodes.
    Select Additional Cluster Package Installation if cluster framework software is installed and you want to add other component software:
    • Data services, data service man pages

    • Generic Data Service

    • Oracle Solaris Cluster Manager browser interface

    • Disaster Recovery Framework (formerly called Geographic Edition)

    Package source type
    Select whether to use an IPS repository or an ISO image file.
    Cluster nodes to install
    For GUI mode, type a comma-separated list of the names of all nodes to install. Include the name of the control node, if you want to install the software on it. For example:
    For text mode, specify one node name at a time.
    IPS repository (if used)
    Provide the fully-qualified path or URI to the IPS repository.
    ISO image (if used)
    Provide the fully-qualified path and name of the ISO image file.
    Provide the fully-qualified path to the directory where you want to extract the ISO image file. The directory must reside on a shared file system that is accessible to all nodes to be installed.
    Package selection
    For initial installation, see the table in How to Install Oracle Solaris Cluster Software (pkg) for the high-level contents of each cluster framework package group.
    Data services (if adding after framework installation)
    Select one data service package at a time from the displayed pick list. Repeat for each additional package you want to install.
  10. In the Operation Summary panel, review your selection.

    Click Back if needed to change any choices, then click Install to begin installation. The utility displays progress messages during installation processing.

  11. In the Completion Summary panel, review installation status and perform final tasks.
    • If using text mode, press any key to return to the Main Menu, then perform one of the following actions:
      • To install additional cluster components, select Additional cluster package installation.

        Follow the prompts to install additional cluster packages.

      • To exit the installer, select Quit.

        In text mode, you also have the option to set the source of the Oracle Solaris Cluster software as the ha-cluster publisher on all nodes, where it is not already set.

    • If using GUI mode, perform the following actions:
      1. Choose whether to launch the Oracle Solaris Cluster Manager browser interface.

        Deselect the checkbox at the bottom of the panel if you do not want the browser interface started when you exit the installer.

      2. Click Finish to exit the installer.
      3. If you want to install additional components, restart the installer, and select Additional Cluster Package Installation.

Next Steps

If you want to install the Oracle HSM file system software, follow the procedures for initial installation. See How to Install Oracle HSM Software.

Otherwise, to set up the root user environment, go to How to Set Up the Root Environment.