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    1: [[!toc]]
    2: 
    3: # Introduction
    4: 
    5: This tutorial aims at showing how you can build, setup, upload and launch NetBSD under the [Amazon EC2](http://aws.amazon.com/ec2/) service.
    6: 
    7: # Subscribe to AWS (Amazon Web Services)
    8: 
    9: If you already have an account for [Amazon Web Services](http://aws.amazon.com/), and you are a registered user for EC2 service, you can directly jump to section [What do you need to know](#index2h2). If not, keep reading.
   10: 
   11: ## Quick overview
   12: 
   13: Before you can start playing with Amazon EC2, you have to create an account on Amazon Web Services, of which EC2, the Elastic Compute Cloud, is part. This is fairly straightforward, and done in two steps:
   14: 
   15: 1. you "sign-up" directly on [Amazon Web Services](http://aws.amazon.com/) home-page. This is where you enter your credentials, and confirm your AWS account registration.
   16: 1. you sign-up to EC2 through [EC2 AWS home-page](http://aws.amazon.com/ec2/). You will be asked some more information, like a credit card (for billing), and a phone-number, for account validation.
   17: 
   18: ## What do you need to know
   19: 
   20: EC2 uses different types of credentials. In addition to your login and password, you need an access key, a X.509 certificate (with its private key), and a pair of RSA keys, for remote SSH access.
   21: 
   22: These can be created through the [Security Credentials](https://aws-portal.amazon.com/gp/aws/developer/account/index.html?ie=UTF8&action=access-key) page (also accessible from the [Account](http://aws.amazon.com/account/) page):
   23: 
   24: 1. create the access key. Keep a secured copy of the ID and its associated secret value. These will be used by various scripts later on to perform certain EC2 actions.
   25: 1. note down your account number (different from your access key ID!). This identifier can usually be obtained in the right top part of the page; it is a serie of numbers, separated with dashes: XXXX-XXXX-XXXX.
   26: 1. create, or upload, a X.509 certificate, in PEM format. Keep the private key in a safe place.
   27: 1. lastly, generate Amazon EC2 key pairs that will be used for SSH access. This step will be performed through the [Amazon Management Console](https://console.aws.amazon.com/ec2/home). Note down the SSH Key Pair Name you chose.
   28: 
   29: ### Keep your credentials!
   30: 
   31: The different credentials created above will be used in various places of EC2, and by a myriad of commands. You are advised to keep them easily accessible, while still reasonably secure regarding their access. Most EC2 tools expect them to be find through a set of environment variables.
   32: 
   33: For convenience, you could store them under a *.ec2* directory inside your *$HOME*:
   34: 
   35: [[!template id=programlisting text="""
   36: $ ls .ec2/                                                                
   37: cert-SOMERANDOMKEY.pem # the X.509 certificate
   38: id_rsa.ec2             # private RSA SSH key
   39: id_rsa.ec2.pub         # public RSA SSH key
   40: pk-SOMERANDOMKEY.pem   # the private key associated to the certificate
   41: """]]
   42: 
   43: then set the environment accordingly:
   44: 
   45: [[!template id=programlisting text="""
   46: export EC2_PRIVATE_KEY=$HOME/.ec2/pk-SOMERANDOMKEY.pem
   47: export EC2_CERT=$HOME/.ec2/cert-SOMERANDOMKEY.pem
   48: export EC2_SSH_KEY=$HOME/.ec2/id_rsa.ec2
   49: export EC2_SSH_KEYNAME=<your_ssh_key_pair_name>
   50: export EC2_ACCOUNT_NUM=XXXX-XXXX-XXXX
   51: export EC2_ACCESS_KEY=MYACCESSKEYID
   52: export EC2_SECRET_KEY=MYSECRETACCESSKEY
   53: """]]
   54: 
   55: Please note that the rest of the tutorial will assume that these variables are set.
   56: 
   57: ### Installing EC2 API tools
   58: 
   59: NetBSD provides EC2 API tools, to ease EC2 account management a little bit. The package is found inside [pkgsrc](http://www.pkgsrc.org), under [[!template id=pkg category=misc name=ec2-api-tools]].
   60: 
   61: [[!template id=programlisting text="""
   62: cd /usr/pkgsrc/misc/ec2-api-tools
   63: make ACCEPTABLE_LICENSES+=amazon-software-license install
   64: """]]
   65: 
   66: Package depends on Java, so build will take some time to finish. While it builds, just continue reading.
   67: 
   68: ### EC2 vocabulary -- last notes
   69: 
   70: Before starting to play with EC2, you need to be familiar with the EC2 vocabulary used throughout this tutorial.
   71: 
   72: Briefly said, EC2 uses [Xen](http://www.xen.org) as virtualization solution. So, in essence, all operating systems that support Xen para-virtualization can theoretically run inside EC2, as a domU. This is the case for NetBSD; however, please note that only amd64 is currently supported. Work is on-going to support 32 bits for EC2.
   73: 
   74: All operating systems are run as *instances*, which are, as their name implies, the instantiation of a specific AMI, or *Amazon Machine Image*. An AMI is an image built from specific *snapshots* of *volumes*. The volumes are part of [Elastic Block Storage](http://aws.amazon.com/ebs/) (or EBS for short), which is another service offered by AWS, distinct from EC2.
   75: 
   76: These instances are tied to a *region* (a geographical location; typically US East, US West, Europe West, etc.). Each region has *availability zones*, which can be compared to a sub-region, each one being physically distinct from another. Regions are identified by a name, like *us-east-1*, *eu-west-1*. Same goes for availability zones, usually with the region's name as prefix: *us-east-1a*, *us-east-1b*, and so forth. Note that resources are **not** shared between zones, so if you transfer data from one zone to another, you will be charged for it.
   77: 
   78: AKI, or *Amazon Kernel Image*, are a specific type of image. It represents the Xen guest para-virtualized kernel, as used by an AMI. Certain AKIs are allowed to boot customized operating systems, e.g. those that are still not officially supported by Amazon. Thanks to [PyGrub](http://wiki.xensource.com/xenwiki/PyGrub), it can boot a kernel that resides inside an AMI's snapshot.
   79: 
   80: # Building your first AMI (Amazon Image)
   81: 
   82: ## Pre-built AMIs
   83: 
   84: (For the future) Once NetBSD has decent support for Amazon EC2, we will publish the AMI identifiers so you can quickly boot up in a NetBSD environment without going through all the steps given below.
   85: 
   86: ## Fetch and build NetBSD
   87: 
   88: EC2 does not provide direct access to console. As a consequence, we cannot rely on it for installation, especially via [[!template id=man name=sysinst section=8]]. We must therefore build and install NetBSD in a separate directory, and configure it manually, before upload.
   89: 
   90: This tutorial assumes that you will build the system under */mnt/ec2*.
   91: 
   92: /!\Please note that you will need the [[!template id=man name=makefs section=8]] tool later in the process, so you can build a file system image that can be uploaded to Amazon EC2. You are therefore advised to perform the installation directly under a living NetBSD system, or in case your are not, to [[fetch the source|fetching_src]] to build the toolchain that will contain the **nbmakefs** utility.
   93: 
   94: XXX build and install /mnt/ec2
   95: 
   96: ## Configuration
   97: 
   98: /!\This part assumes that you have a non-configured NetBSD system extracted under */mnt/ec2*; that is, it should have not been modified through [[!template id=man name=sysinst section=8]], nor by you.
   99: 
  100: Under */mnt/ec2*, edit the files to add (or modify) these lines:
  101: 
  102: [[!template id=filecontent name=etc/rc.conf text="""
  103: rc_configured=YES
  104: 
  105: hostname=NetBSD-EC2-$(uname -m)
  106: sshd=YES # for remote shell access to instance
  107: """]]
  108: 
  109: [[!template id=filecontent name=etc/ssh/sshd_config text="""
  110: # Allows root to login via authentication keys
  111: PermitRootLogin without-password
  112: """]]
  113: 
  114: Create *etc/fstab* and *etc/ifconfig.xennet0*:
  115: 
  116: [[!template id=programlisting text="""
  117: cd /mnt/ec2
  118: echo "dhcp" > etc/ifconfig.xennet0 # EC2 network configuration
  119: cat > etc/fstab << EOF
  120: /dev/xbd1a /        ffs    rw 1 1
  121: /dev/xbd0a /grub    ext2   rw 2 2
  122: kernfs     /kern    kernfs rw
  123: ptyfs      /dev/pts ptyfs  rw
  124: procfs     /proc    procfs rw
  125: EOF
  126: """]]
  127: 
  128: You can then proceed to modifying the system living under */mnt/ec2*, so it can fit your needs (adding custom binaries, packages, etc). When done, build the *NetBSD-AMI.img* ffs image, via [[!template id=man name=makefs section=8]], or **nbmakefs**, from the [toolchain](http://www.netbsd.org/docs/guide/en/chap-build.html#chap-build-tools):
  129: 
  130: [[!template id=programlisting text="""
  131: $ makefs -t ffs -B le -s 256m -N /mnt/ec2/etc/ -o density=32k NetBSD-AMI.img /mnt/ec2/ 
  132: Calculated size of `NetBSD-AMI.img': 268435456 bytes, 7345 inodes
  133: Extent size set to 8192
  134: NetBSD-AMI.img: 256.0MB (524288 sectors) block size 8192, fragment size 1024
  135:         using 5 cylinder groups of 53.88MB, 6896 blks, 1728 inodes.
  136: super-block backups (for fsck -b #) at:
  137:      32, 110368, 220704, 331040, 441376,
  138: Populating `NetBSD-AMI.img'
  139: Image `NetBSD-AMI.img' complete
  140: $ gzip -9n NetBSD-AMI.img
  141: """]]
  142: 
  143: ## Upload your OS
  144: 
  145: We must now upload our NetBSD system to EC2. For that, we will have to create a minimalist EC2 instance, to which we will copy our files to construct our snapshots. For that, we will use an Amazon Linux AMI instance.
  146: 
  147: EC2 being localized in geographical regions, you have to carefully choose the AMI identifier you want to use there. This depends on where you want to execute your instance. Amazon Linux AMI IDs are listed on [the main page](http://aws.amazon.com/amazon-linux-ami/) of the project, by regions. Chose ones backed by EBS.
  148: 
  149: The examples listed here assume that the instances run in **US East**, within the **c** zone (e.g. **us-east-1c**). To have a list of EC2 regions, you can use the command **ec2-describe-regions**, and **ec2-describe-availability-zones** for availability zones.
  150: 
  151: ### Creating the instance
  152: 
  153: Creating an instance straightforward. Amazon provides [different types of instances](http://aws.amazon.com/ec2/pricing/), with varying levels of billing and reliability. We will use a [*micro* instance](http://aws.amazon.com/ec2/faqs/#How_much_compute_power_do_Micro_instances_provide); its pricing is almost free.
  154: 
  155: [[!template id=programlisting text="""
  156: $ ec2-run-instances ami-74f0061d -t t1.micro -z us-east-1c -k $EC2_SSH_KEYNAME
  157: RESERVATION     r-1ab61377      983624114127    default
  158: INSTANCE        <strong>i-5babe737</strong>      ami-74f0061d                    pending &lt;your_ssh_key_pair_name&gt;  0               t1.micro        2011-02-17T23:15:04+0000        us-east-1c      aki-427d952b                    monitoring-disabled                                     ebs                                     paravirtual     xen     
  159: """]]
  160: 
  161: Use the instance identifier **i-XXXXXXX** to query the instance state via **ec2-describe-instances**. It will take some time to launch:
  162: 
  163: [[!template id=programlisting text="""
  164: $ sleep 5 && ec2-describe-instances i-5babe737 | grep running
  165: $ sleep 5 && ec2-describe-instances i-5babe737 | grep running
  166: INSTANCE        i-5babe737      ami-74f0061d    <strong>ec2-67-202-24-108.compute-1.amazonaws.com</strong>       ip-10-99-86-193.ec2.internal    running &lt;your_ssh_key_pair_name&gt;  0               t1.micro        2011-02-17T23:22:37+0000        us-east-1c      aki-427d952b                    monitoring-disabled     67.202.24.108   10.99.86.193                    ebs
  167: """]]
  168: 
  169: ### Upload your files
  170: 
  171: We will have to create and attach two EBS volumes:
  172: 
  173: 1. one to contain the Grub *menu.lst* config file, as well as the NetBSD kernel.
  174: 1. the other one will contain the root file-system.
  175: 
  176: #### Creating and attaching volumes
  177: 
  178: [[!template id=programlisting text="""
  179: <strong>ec2-create-volume -s 1 -z us-east-1c</strong> # 1GiB -- will be used for Grub and kernel
  180: VOLUME  vol-24f88d4c    1               us-east-1c      creating        2011-02-18T00:06:21+0000
  181: <strong>ec2-create-volume -s 5 -z us-east-1c</strong> # 5GiB -- will contain the root file-system
  182: VOLUME  vol-36f88d5e    5               us-east-1c      creating        2011-02-18T00:06:32+0000
  183: *** Wait until both volumes are marked as "available" ***
  184: <strong>ec2-describe-volumes vol-24f88d4c vol-36f88d5e</strong>
  185: VOLUME  vol-36f88d5e    5               us-east-1c      available       2011-02-18T00:06:32+0000
  186: VOLUME  vol-24f88d4c    1               us-east-1c      available       2011-02-18T00:06:21+0000
  187: # Attach them under /dev/sdf and /dev/sdg respectively
  188: <strong>ec2-attach-volume vol-36f88d5e -i i-5babe737 -d "/dev/sdf"</strong> # root file-system
  189: ATTACHMENT      vol-36f88d5e    i-5babe737      /dev/sdf        attaching       2011-02-18T00:13:53+0000
  190: <strong>ec2-attach-volume vol-24f88d4c -i i-5babe737 -d "/dev/sdg"</strong> # Grub and kernel
  191: ATTACHMENT      vol-24f88d4c    i-5babe737      /dev/sdg        attaching       2011-02-18T00:14:02+0000
  192: *** Wait until both volumes are "attached" ***
  193: <strong>ec2-describe-volumes vol-24f88d4c vol-36f88d5e</strong>
  194: VOLUME  vol-36f88d5e    5               us-east-1c      in-use  2011-02-18T00:06:32+0000
  195: ATTACHMENT      vol-36f88d5e    i-5babe737      /dev/sdf        attached        2011-02-18T00:14:00+0000
  196: VOLUME  vol-24f88d4c    1               us-east-1c      in-use  2011-02-18T00:06:21+0000
  197: ATTACHMENT      vol-24f88d4c    i-5babe737      /dev/sdg        attached        2011-02-18T00:14:10+0000
  198: """]]
  199: 
  200: ### Snapshots!
  201: 
  202: We have to upload the kernel and the NetBSD disk image created earlier, *NetBSD-AMI.img*, to our instance host:
  203: 
  204: [[!template id=programlisting text="""
  205: # Upload kernel to Linux AMI
  206: rsync -aPv -e "ssh -i $EC2_SSH_KEY" OBJ/sys/arch/amd64/compile/XEN3_DOMU/netbsd \
  207:         ec2-user@ec2-67-202-24-108.compute-1.amazonaws.com:
  208: # Upload disk image
  209: rsync -aPv -e "ssh -i $EC2_SSH_KEY" NetBSD-AMI.img.gz \
  210:         ec2-user@ec2-67-202-24-108.compute-1.amazonaws.com:
  211: """]]
  212: 
  213: Before connecting to the instance, we have to allow connection on SSH port (22) through firewall. Then, log in to the instance, through its name. We will format and mount the Grub partition, create the *menu.lst* file, then copy files to their respective partitions.
  214: 
  215: [[!template id=programlisting text="""
  216: $ ec2-describe-instances i-5babe737
  217: INSTANCE        i-5babe737      ami-74f0061d    <strong>ec2-67-202-24-108.compute-1.amazonaws.com</strong>       ip-10-99-86-193.ec2.internal    running &lt;your_ssh_key_pair_name&gt;  0               t1.micro        2011-02-17T23:22:37+0000        us-east-1c      aki-427d952b                    monitoring-disabled     67.202.24.108   10.99.86.193                    ebs
  218: $ ec2-authorize default -p 22
  219: GROUP           default 
  220: PERMISSION              default ALLOWS  tcp     22      22      FROM    CIDR    0.0.0.0/0
  221: $ ssh -i "$EC2_SSH_KEY" ec2-user@ec2-67-202-24-108.compute-1.amazonaws.com
  222: [...]
  223: [ec2-user@ip-10-99-86-193 ~]$ sudo su
  224: [root@ip-10-99-86-193 ec2-user]# mkdir /mnt/grub
  225: [root@ip-10-99-86-193 ec2-user]# mkfs.ext2 /dev/sdg
  226: [...]
  227: [root@ip-10-99-86-193 ec2-user]# mount /dev/sdg /mnt/grub/
  228: [root@ip-10-99-86-193 ec2-user]# mkdir -p /mnt/grub/boot/grub/
  229: [root@ip-10-99-86-193 ec2-user]# cat > /mnt/grub/boot/grub/menu.lst << EOF
  230: default=0
  231: timeout=0
  232: hiddenmenu
  233: 
  234: title NetBSD AMI
  235: root (hd0)
  236: kernel /boot/netbsd root=xbd1
  237: EOF
  238: [root@ip-10-99-86-193 ec2-user]# mv netbsd /mnt/grub/boot/
  239: [root@ip-10-99-86-193 ec2-user]# umount /dev/sdg
  240: [root@ip-10-99-86-193 ec2-user]# gunzip < NetBSD-AMI.img.gz | dd of=/dev/sdf bs=32k
  241: [root@ip-10-99-86-193 ec2-user]# sync
  242: """]]
  243: 
  244: ### Shutdown the Linux instance
  245: 
  246: We now have to detach volumes, snapshot them, then we shutdown the Linux instance.
  247: 
  248: [[!template id=programlisting text="""
  249: # ec2-detach-volume vol-36f88d5e
  250: ATTACHMENT      vol-36f88d5e    i-5babe737      /dev/sdf        detaching       2011-02-18T00:14:00+0000
  251: # ec2-detach-volume vol-24f88d4c
  252: ATTACHMENT      vol-24f88d4c    i-5babe737      /dev/sdg        detaching       2011-02-18T00:14:10+0000
  253: # ec2-create-snapshot vol-36f88d5e
  254: SNAPSHOT        <strong>snap-deef2bb2</strong>   vol-36f88d5e    pending 2011-02-18T01:17:59+0000                983624114127    5
  255: # ec2-create-snapshot vol-24f88d4c
  256: SNAPSHOT        <strong>snap-8aef2be6</strong>   vol-24f88d4c    pending 2011-02-18T01:18:10+0000                983624114127    1
  257: # ec2-terminate-instances i-5babe737
  258: INSTANCE        i-5babe737      running shutting-down
  259: """]]
  260: 
  261: ## Create your first NetBSD AMI
  262: 
  263: An AMI requires multiples components to be registered: the snapshots IDs we made in the previous chapter, as well as a specific AKI: the one that can chain-load Xenified kernels through PyGrub.
  264: 
  265: /!\ AKIs are entitled to the same conditions as AMIs: their IDs are region-specific. So chose one carefully, or you will not be able to launch a NetBSD instance later!
  266: 
  267: The list of AKIs that suits our situation can be obtained with the following command:
  268: 
  269: [[!template id=programlisting text="""
  270: # Obtain all kernel images (AKI) for region US East, for which manifest location contains pv-grub (for PyGrub)
  271: # ec2-describe-images -a --region=us-east-1 -F image-type=kernel -F manifest-location=*pv-grub*
  272: IMAGE   aki-407d9529    ec2-public-images/pv-grub-hd0-V1.01-i386.gz.manifest.xml        amazon  available       public          i386    kernel                          instance-store  paravirtual     xen
  273: IMAGE   aki-427d952b    ec2-public-images/pv-grub-hd0-V1.01-x86_64.gz.manifest.xml      amazon  available       public          x86_64  kernel                          instance-store  paravirtual     xen
  274: IMAGE   aki-4c7d9525    ec2-public-images/pv-grub-hd00-V1.01-i386.gz.manifest.xml       amazon  available       public          i386    kernel                          instance-store  paravirtual     xen
  275: <strong>IMAGE   aki-4e7d9527    ec2-public-images/pv-grub-hd00-V1.01-x86_64.gz.manifest.xml     amazon  available       public          x86_64  kernel                          instance-store  paravirtual     xen</strong>
  276: """]]
  277: 
  278: We pick the one with the correct architecture (x86_64). Its ID is **aki-4e7d9527**. Then we can proceed to the creation of our AMI, with:
  279: 
  280: 1. */dev/sda1* as Grub partition (*/dev/sdg*, snapshot *snap-8aef2be6* of volume *vol-24f88d4c*)
  281: 1. */dev/sda2* as root file-system (*/dev/sdf*, snapshot *snap-deef2bb2* of volume *vol-36f88d5e*)
  282: 
  283: [[!template id=programlisting text="""
  284: $ ec2-register -a x86_64 --kernel aki-4e7d9527 --region us-east-1 \
  285:     -b "/dev/sda1=snap-8aef2be6" -b "/dev/sda2=snap-deef2bb2" -n "NetBSD-x86_64-current" \
  286:     -d "&lt;add your own description here&gt;
  287: IMAGE   <strong>ami-74d0231d</strong>
  288: """]]
  289: 
  290: # Play with your first NetBSD instance
  291: 
  292: You can now start your own NetBSD instance, via:
  293: 
  294: [[!template id=programlisting text="""
  295: $ ec2-run-instances ami-74d0231d -t t1.micro -z us-east-1c     
  296: RESERVATION     r-08218465      983624114127    default
  297: INSTANCE        <strong>i-953d72f9</strong>      ami-74d0231d                    pending         0               t1.micro        2011-02-18T02:05:46+0000        us-east-1c      aki-4e7d9527                    monitoring-disabled
  298: *** Wait a few minutes, micro instances take time to start ***
  299: # Query console output for your new instance
  300: $ ec2-get-console-output i-953d72f9
  301: [...]
  302: """]]
  303: 
  304: ## Connect to it
  305: 
  306: ## And now?

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