1. Installing and Configuring an Oracle Solaris Cluster 4.4 Environment
  2. Establishing the Global Cluster
  3. Establishing a New Global Cluster or New Global-Cluster Node
  4. Establishing a New Cluster With the Automated Installer

Establishing a New Cluster With the Automated Installer

The interactive scinstall utility runs in two modes of installation, Typical or Custom. For the Typical installation of Oracle Solaris Cluster software, scinstall automatically specifies the following configuration defaults.

Private-network address

172.16.0.0

Private-network netmask

255.255.240.0

Cluster-transport adapters

Exactly two adapters

Cluster-transport switches

switch1 and switch2

Global fencing

Enabled

You can install and configure a new cluster by installing the Oracle Solaris and Oracle Solaris Cluster software packages from IPS repositories, or from an Oracle Solaris Unified Archive that is created on an existing cluster.

Besides forming a new cluster, you can also use the AI and the United Archives to replicate a cluster from the archive, and restore existing cluster nodes. You can also use the clzonecluster command to install a new zone cluster from the Unified Archives. For more information, see How to Install and Configure Oracle Solaris and Oracle Solaris Cluster Software (Unified Archives), How to Replicate a Cluster from the Unified Archives, How to Restore a Node from the Unified Archive in Administering an Oracle Solaris Cluster 4.4 Configuration, and How to Install a Zone Cluster from the Unified Archive in Administering an Oracle Solaris Cluster 4.4 Configuration.

These nodes can be physical machines or supported (SPARC only) Oracle VM Server for SPARC logical domains or guest domains, or a combination of any of these types of nodes.

AI uses a minimal boot image to boot the client. When you install the Oracle Solaris and Oracle Solaris Cluster software packages from IPS repositories, you must provide a source for the installation to obtain the boot image. The boot image content is published in the install-image/solaris-auto-install package. The downloaded boot image ISO file also contains the boot image. You can either specify the repository from which the package can be retrieved, or you can specify the location of the downloaded boot image ISO file.

  • To obtain the boot image from the repository, you will need to specify the publisher, the repository URL, and the architecture of the cluster nodes. If the repository uses HTTPS, you will also need to specify the SSL certificate and the private key, and provide the location of the files. You can request and download the key and certificate from the http://pkg-register.oracle.com site.

  • To use the downloaded boot image ISO file, you must save it in a directory that can be accessed from the AI install server. The AI boot image must be the same version as the Oracle Solaris software release that you plan to install on the cluster nodes. Also, the boot image file must have the same architecture as that of the cluster nodes.

    If you want to establish a new cluster from Oracle Unified Archives, either to install and configure a new cluster or to replicate a cluster from the archives, you do not need to provide the minimal boot image. The Unified Archive contains an image you can use. You do need to provide the path to access the Unified Archive.

When you install and configure a new cluster from either IPS repositories or Unified Archives, complete one of the following cluster configuration worksheets to plan your Typical mode or Custom mode installation:

  • Typical Mode Worksheet – If you will use Typical mode and accept all defaults, complete the following worksheet.

    Component Description/Example Answer

    Custom Automated Installer Boot Image Source

    If you plan to use a downloaded AI ISO image file, you will need the following information:

    What is the full path name of the Automated Installer boot image ISO file?

    		  
     

    If you plan to use a repository to get the AI boot image, you will need the following information:

    What is the publisher for the boot image install-image/solaris-auto-install package?

    What is the repository of the publisher?

    What is the architecture of the cluster nodes?

    		  
     

    For repositories that use HTTPS:

    What is the full path of the certificate file for the repository?

    What is the full path of the private key file for the repository?

    You can request and download the key and certificate from the http://pkg-register.oracle.com site.

    		 

    Unified Archives

    If you plan to use the Unified Archives to install, you will need the following information:

    What is the location of the unified archive?

    		  

    Custom Automated Installer User root Password

    What is the password for the root account of the cluster nodes?

    		  

    Custom Automated Installer Repositories (when not using the Unified Archive)

    What is the repository of publisher solaris?

    		 
     

    What is the repository of publisher ha-cluster?

    		 
     

    For repositories that use HTTPS:

    What is the full path of the certificate file for the repository?

    What is the full path of the private key file for the repository?

    You can request and download the key and certificate from the http://pkg-register.oracle.com site.

    		 
     

    Select the Oracle Solaris Cluster components that you want to install. (Select one or more group packages to install.)

    		  
     

    Do you want to select any individual components that are contained in these group packages?

    Yes   |  No

    Cluster Name

    What is the name of the cluster that you want to establish?

    		  

    Cluster Nodes

    List the names of the cluster nodes that are planned for the initial cluster configuration. (For a single-node cluster, press Control-D alone.)

    		  
     

    Confirm that the auto-discovered MAC address for each node is correct.

    		  

    Cluster Transport Adapters and Cables

    (VLAN cannot be used with cluster AI.)

    First node name:

    		  
     

    Transport adapter names:

    First:

    Second:

    Specify for each additional node

    Node name:

    		  
     

    Transport adapter names:

    First:

    Second:

    Quorum Configuration

    (two-node cluster only)

    Do you want to disable automatic quorum device selection? (Answer Yes if any shared storage is not qualified to be a quorum device or if you want to configure a quorum server as a quorum device.)

    First:  Yes | No

    Second:  Yes | No

  • Custom Mode Worksheet – If you will use Custom mode and customize the configuration data, complete the following worksheet.

    Note:

    If you are installing a single-node cluster, the scinstall utility automatically uses the default private network address and netmask, even though the cluster does not use a private network.
    Component Description/Example Answer

    Custom Automated Installer Boot Image ISO source

    If you plan to use a downloaded AI ISO image file, you will need the following information:

    What is the full path name of the Automated Installer boot image ISO file?

    		  
     

    If you plan to use a repository to get the AI boot image, you will need the following information:

    What is the publisher for the boot image install-image/solaris-auto-install package?

    What is the repository of the publisher?

    What is the architecture of the cluster nodes?

    		  
     

    For repositories that use HTTPS:

    What is the full path of the certificate file for the repository?

    What is the full path of the private key file for the repository?

    You can request and download the key and certificate from the http://pkg-register.oracle.com site.

    		 

    Unified Archives

    If you plan to use the Unified Archives to install, you will need the following information:

    What is the location of the unified archive?

    		  

    Custom Automated Installer User root Password

    What is the password for the root account of the cluster nodes?

    		  

    Custom Automated Installer Repositories (when not using the Unified Archive)

    What is the repository of publisher solaris?

    		 
     

    What is the repository of publisher ha-cluster?

    		 
     

    For repositories that use HTTPS:

    What is the full path of the certificate file for the repository?

    What is the full path of the private key file for the repository?

    You can request and download the key and certificate from the http://pkg-register.oracle.com site.

    		 
     

    Select the Oracle Solaris Cluster components that you want to install. (Select one or more group packages to install.)

    		  
     

    Do you want to select any individual components that are contained in these group packages?

    Yes   |  No

    Cluster Name

    What is the name of the cluster that you want to establish?

    		  

    Cluster Nodes

    List the names of the cluster nodes that are planned for the initial cluster configuration. (For a single-node cluster, press Control-D alone.)

    		  
     

    Confirm that the auto-discovered MAC address for each node is correct.

    		  

    Network Address for the Cluster Transport

    (multiple-node cluster only)

    Do you want to accept the default network address (172.16.0.0)?

    Yes   |  No
     

    • If no, which private network address do you want to use?

    ___.___.___.___
     

    Do you want to accept the default netmask?

    Yes   |  No
     

    • If no, what are the maximum numbers of nodes, private networks, and zone clusters that you expect to configure in the cluster?

    _____ nodes

    _____ networks

    _____ zone clusters

    _____ exclusive-IP zone clusters
     

    Which netmask do you want to use? Choose from the values that are calculated by scinstall or supply your own.

    ___.___.___.___

    Minimum Number of Private Networks

    (multiple-node cluster only)

    Should this cluster use at least two private networks?

    Yes  |  No

    Point-to-Point Cables

    (two-node cluster only)

    Does this cluster use switches?

    Yes  |  No

    Cluster Switches

    (multiple-node cluster only)

    Transport switch name, if used:

    • Defaults: switch1 and switch2

    First:

    Second:

    Cluster Transport Adapters and Cables

    (multiple-node cluster only)

    (VLAN cannot be used with cluster AI.)

    First node name:

    		  
     

    Transport adapter name:

    First:

    Second:
     

    Where does each transport adapter connect to (a switch or another adapter)?

    • Switch defaults: switch1 and switch2

    First:

    Second:
     

    If a transport switch, do you want to use the default port name?

    First:  Yes | No

    Second:  Yes | No

     

    • If no, what is the name of the port that you want to use?

    First:

    Second:

    Specify for each additional node

    (multiple-node cluster only)

    Node name:

    		  
     

    Transport adapter name:

    First:

    Second:
     

    Where does each transport adapter connect to (a switch or another adapter)?

    • Switch defaults: switch1 and switch2

    First:

    Second:
     

    If a transport switch, do you want to use the default port name?

    First:  Yes | No

    Second:  Yes | No

     

    • If no, what is the name of the port that you want to use?

    First:

    Second:

    Global Fencing

    Do you want to disable global fencing? Answer No unless the shared storage does not support SCSI reservations or unless you want systems that are outside the cluster to access the shared storage.

    First:  Yes | No

    Second:  Yes | No

    Quorum Configuration

    (two-node cluster only)

    Do you want to disable automatic quorum device selection? (Answer Yes if any shared storage is not qualified to be a quorum device or if you want to configure a quorum server as a quorum device.)

    First:  Yes | No

    Second:  Yes | No

Note:

If your physically clustered machines are configured with Oracle VM Server for SPARC, install the Oracle Solaris Cluster software only in I/O domains, control domains, or guest domains.

Follow these guidelines to use the interactive scinstall utility in this procedure:

  • Interactive scinstall enables you to type ahead. Therefore, do not press the Return key more than once if the next menu screen does not appear immediately.

  • Unless otherwise noted, you can press Control-D to return to either the start of a series of related questions or to the Main Menu.

  • Default answers or answers to previous sessions are displayed in brackets ([ ]) at the end of a question. Press Return to enter the response that is in brackets without typing it.

Perform the following tasks:

  • Ensure that the hardware setup is complete and connections are verified before you install Solaris software. See the Managing Hardware With Oracle Solaris Cluster 4.4 and your server and storage device documentation for details on how to set up the hardware.

  • Ensure that an Automated Installer install server and a DHCP server are configured. See Configuring an AI Server in Automatically Installing Oracle Solaris 11.4 Systems.

  • Determine the Ethernet address of the cluster node and the length of the subnet mask of the subnet that the address belongs to.

  • Determine the MAC address of each cluster node.

  • Ensure that your cluster configuration planning is complete. See How to Prepare for Cluster Software Installation for requirements and guidelines.

  • Have available the root user password for the cluster nodes.

  • SPARC: If you are configuring Oracle VM Server for SPARC I/O domains or guest domains as cluster nodes, ensure that the Oracle VM Server for SPARC software is installed on each physical machine and that the domains meet Oracle Solaris Cluster requirements. See How to Install Oracle VM Server for SPARC Software and Create Domains.

  • If you plan to install from Unified Archives that are created on an existing cluster, have the path to the archive file and ensure that it can be accessed from the AI server.

  • If you plan to install from IPS repositories, determine which Oracle Solaris Cluster software packages you want to install.

    The following table lists the group packages for the Oracle Solaris Cluster 4.4 software that you can choose during an AI installation and the principal features that each group package contains. You must install at least the ha-cluster-framework-minimal group package.

    Feature ha-cluster-framework-full ha-cluster-data-services-full ha-cluster-framework-minimal ha-cluster-geo-full manager

    Framework

    X

    X

    X

    X

    X

    Agents

    		  

    X

    		      

    Localization

    X

    		        

    Framework man pages

    X

    		        

    Data Service man pages

    		  

    X

    		      

    Agent Builder

    X

    		        

    Generic Data Service

    X

    X

    		      

    Graphical User Interface

    		        

    X

    Disaster Recovery Framework

    		      

    X

    		  

  • Have available your completed Typical Mode or Custom Mode installation worksheet. See Establishing a New Cluster With the Automated Installer.