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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. We will first give some brief explanations on how you can obtain an AWS account, and what you will need to run NetBSD under EC2. Then, at your convenience, you will be able to start with pre-made images, or roll-out your own. 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: # Build-up your NetBSD system 81: 82: ## Fetch and build NetBSD 83: 84: 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. 85: 86: This tutorial assumes that you will build the system under */mnt/ec2*. 87: 88: /!\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 *src* tree to build the toolchain, which will contain the **nbmakefs** utility. 89: 90: [Details regarding on how you can fetch *src* are given in the NetBSD's guide](http://www.netbsd.org/docs/guide/en/chap-fetch.html). Here are the basic commands you should type to build and install NetBSD under */mnt/ec2*: 91: 92: [[!template id=programlisting text=""" 93: # fetch src.tgz 94: # decompress 95: # build toolchain, kernel and distribution 96: # install in /mnt/ec2 97: """]] 98: 99: # Configuration of your NetBSD EC2 tree 100: 101: /!\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. 102: 103: Under */mnt/ec2*, edit the files to add (or modify) these lines: 104: 105: [[!template id=filecontent name=etc/rc.conf text=""" 106: rc_configured=YES 107: 108: sshd=YES # for remote shell access to instance 109: """]] 110: 111: [[!template id=filecontent name=etc/ssh/sshd_config text=""" 112: # Allows root to login via authentication keys 113: PermitRootLogin without-password 114: """]] 115: 116: This file is needed if you want to login via the EC2 SSH key pair created previously: 117: 118: [[!template id=filecontent name=etc/rc.d/ec2-init text=""" 119: #!/bin/sh 120: # 121: # PROVIDE: amazon-ec2 122: # REQUIRE: NETWORKING 123: # BEFORE: LOGIN 124: 125: $_rc_subr_loaded . /etc/rc.subr 126: 127: name="ec2_init" 128: start_cmd="ec2_init" 129: stop_cmd=":" 130: 131: METADATA_URL="http://169.254.169.254/latest/meta-data/" 132: SSH_KEY_URL="public-keys/0/openssh-key" 133: HOSTNAME_URL="hostname" 134: 135: SSH_KEY_FILE="/root/.ssh/authorized_keys" 136: 137: ec2_init() 138: { 139: ( 140: umask 022 141: # fetch the key pair from Amazon Web Services 142: EC2_SSH_KEY=$(ftp -o - "${METADATA_URL}${SSH_KEY_URL}") 143: 144: if [ -n "$EC2_SSH_KEY" ]; then 145: # A key pair is associated with this instance, add it 146: # to root 'authorized_keys' file 147: mkdir -p $(dirname "$SSH_KEY_FILE") 148: touch "$SSH_KEY_FILE" 149: cd $(dirname "$SSH_KEY_FILE") 150: 151: grep -q "$EC2_SSH_KEY" "$SSH_KEY_FILE" 152: if [ $? -ne 0 ]; then 153: echo "Setting EC2 SSH key pair: ${EC2_SSH_KEY##* }" 154: echo "$EC2_SSH_KEY" >> "$SSH_KEY_FILE" 155: fi 156: fi 157: 158: # set hostname 159: HOSTNAME=$(ftp -o - "${METADATA_URL}${HOSTNAME_URL}") 160: echo "Setting EC2 hostname: ${HOSTNAME}" 161: echo "$HOSTNAME" > /etc/myname 162: hostname "$HOSTNAME" 163: ) 164: } 165: 166: 167: load_rc_config $name 168: run_rc_command "$1" 169: """]] 170: 171: Create various files and directories: 172: 173: [[!template id=programlisting text=""" 174: cd /mnt/ec2 175: # Add proc and kern directories 176: mkdir grub kern proc 177: # EC2 network configuration, via DHCP 178: echo "dhcp" > etc/ifconfig.xennet0 179: # Basic fstab entries 180: cat > etc/fstab << EOF 181: /dev/xbd1a / ffs rw 1 1 182: /dev/xbd0a /grub ext2fs rw 2 2 183: kernfs /kern kernfs rw 184: ptyfs /dev/pts ptyfs rw 185: procfs /proc procfs rw 186: EOF 187: # EC2 startup script (if you installed it) 188: if [ -f etc/rc.d/ec2-init ]; then 189: chmod 755 etc/rc.d/ec2-init 190: fi 191: """]] 192: 193: 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): 194: 195: [[!template id=programlisting text=""" 196: $ makefs -t ffs -B le -s 256m -N /mnt/ec2/etc/ -o density=32k NetBSD-AMI.img /mnt/ec2/ 197: Calculated size of `NetBSD-AMI.img': 268435456 bytes, 7345 inodes 198: Extent size set to 8192 199: NetBSD-AMI.img: 256.0MB (524288 sectors) block size 8192, fragment size 1024 200: using 5 cylinder groups of 53.88MB, 6896 blks, 1728 inodes. 201: super-block backups (for fsck -b #) at: 202: 32, 110368, 220704, 331040, 441376, 203: Populating `NetBSD-AMI.img' 204: Image `NetBSD-AMI.img' complete 205: $ gzip -9n NetBSD-AMI.img 206: """]] 207: 208: # Upload NetBSD to EC2 209: 210: 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. 211: 212: 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. Choose ones backed by EBS. 213: 214: 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. 215: 216: ## Create an Amazon Linux instance 217: 218: 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. 219: 220: [[!template id=programlisting text=""" 221: $ ec2-run-instances ami-74f0061d -t t1.micro -z us-east-1c -k $EC2_SSH_KEYNAME 222: RESERVATION r-1ab61377 983624114127 default 223: INSTANCE i-5babe737 ami-74f0061d pending <your_ssh_key_pair_name> 0 t1.micro 2011-02-17T23:15:04+0000 us-east-1c aki-427d952b monitoring-disabled ebs paravirtual xen 224: """]] 225: 226: Use the instance identifier **i-XXXXXXX** to query the instance state via **ec2-describe-instances**. It will take some time to launch: 227: 228: [[!template id=programlisting text=""" 229: $ sleep 5 && ec2-describe-instances i-5babe737 | grep running 230: $ sleep 5 && ec2-describe-instances i-5babe737 | grep running 231: INSTANCE i-5babe737 ami-74f0061d ec2-67-202-24-108.compute-1.amazonaws.com ip-10-99-86-193.ec2.internal running <your_ssh_key_pair_name> 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 232: """]] 233: 234: ## Create and attach your NetBSD volumes 235: 236: We will have to create and attach two EBS volumes: 237: 238: 1. one to contain the Grub *menu.lst* config file, as well as the NetBSD kernel. 239: 1. the other one will contain the root file-system. 240: 241: [[!template id=programlisting text=""" 242: ec2-create-volume -s 1 -z us-east-1c # 1GiB -- will be used for Grub and kernel 243: VOLUME vol-24f88d4c 1 us-east-1c creating 2011-02-18T00:06:21+0000 244: ec2-create-volume -s 5 -z us-east-1c # 5GiB -- will contain the root file-system 245: VOLUME vol-36f88d5e 5 us-east-1c creating 2011-02-18T00:06:32+0000 246: *** Wait until both volumes are marked as "available" *** 247: ec2-describe-volumes vol-24f88d4c vol-36f88d5e 248: VOLUME vol-36f88d5e 5 us-east-1c available 2011-02-18T00:06:32+0000 249: VOLUME vol-24f88d4c 1 us-east-1c available 2011-02-18T00:06:21+0000 250: # Attach them under /dev/sdf and /dev/sdg respectively 251: ec2-attach-volume vol-36f88d5e -i i-5babe737 -d "/dev/sdf" # root file-system 252: ATTACHMENT vol-36f88d5e i-5babe737 /dev/sdf attaching 2011-02-18T00:13:53+0000 253: ec2-attach-volume vol-24f88d4c -i i-5babe737 -d "/dev/sdg" # Grub and kernel 254: ATTACHMENT vol-24f88d4c i-5babe737 /dev/sdg attaching 2011-02-18T00:14:02+0000 255: *** Wait until both volumes are "attached" *** 256: ec2-describe-volumes vol-24f88d4c vol-36f88d5e 257: VOLUME vol-36f88d5e 5 us-east-1c in-use 2011-02-18T00:06:32+0000 258: ATTACHMENT vol-36f88d5e i-5babe737 /dev/sdf attached 2011-02-18T00:14:00+0000 259: VOLUME vol-24f88d4c 1 us-east-1c in-use 2011-02-18T00:06:21+0000 260: ATTACHMENT vol-24f88d4c i-5babe737 /dev/sdg attached 2011-02-18T00:14:10+0000 261: """]] 262: 263: ## Snapshots! 264: 265: Before we can connect to our brand new instance, we have to allow connections on SSH port (22) through the AWS EC2 firewall: 266: 267: [[!template id=programlisting text=""" 268: $ ec2-authorize default -p 22 269: GROUP default 270: PERMISSION default ALLOWS tcp 22 22 FROM CIDR 0.0.0.0/0 271: """]] 272: 273: We can now upload the kernel and the NetBSD disk image created earlier, *NetBSD-AMI.img*, to our instance host: 274: 275: [[!template id=programlisting text=""" 276: # Upload kernel to Linux AMI 277: rsync -aPv -e "ssh -i $EC2_SSH_KEY" /usr/obj/sys/arch/amd64/compile/XEN3_DOMU/netbsd \ 278: ec2-user@ec2-67-202-24-108.compute-1.amazonaws.com: 279: # Upload disk image 280: rsync -aPv -e "ssh -i $EC2_SSH_KEY" NetBSD-AMI.img.gz \ 281: ec2-user@ec2-67-202-24-108.compute-1.amazonaws.com: 282: """]] 283: 284: Then, log in to the instance, via its name. We will format and mount the Grub partition, create the *menu.lst* file, then copy files to their respective partitions. 285: 286: [[!template id=programlisting text=""" 287: $ ec2-describe-instances i-5babe737 288: INSTANCE i-5babe737 ami-74f0061d ec2-67-202-24-108.compute-1.amazonaws.com ip-10-99-86-193.ec2.internal running <your_ssh_key_pair_name> 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 289: $ ssh -i "$EC2_SSH_KEY" ec2-user@ec2-67-202-24-108.compute-1.amazonaws.com 290: [...] 291: [ec2-user@ip-10-99-86-193 ~]$ sudo su 292: [root@ip-10-99-86-193 ec2-user]# mkdir /mnt/grub 293: [root@ip-10-99-86-193 ec2-user]# mkfs.ext2 /dev/sdg 294: [...] 295: [root@ip-10-99-86-193 ec2-user]# mount /dev/sdg /mnt/grub/ 296: [root@ip-10-99-86-193 ec2-user]# mkdir -p /mnt/grub/boot/grub/ 297: [root@ip-10-99-86-193 ec2-user]# cat > /mnt/grub/boot/grub/menu.lst << EOF 298: default=0 299: timeout=0 300: hiddenmenu 301: 302: title NetBSD AMI 303: root (hd0) 304: kernel /boot/netbsd root=xbd1 305: EOF 306: [root@ip-10-99-86-193 ec2-user]# mv netbsd /mnt/grub/boot/ 307: [root@ip-10-99-86-193 ec2-user]# umount /dev/sdg 308: [root@ip-10-99-86-193 ec2-user]# gunzip < NetBSD-AMI.img.gz | dd of=/dev/sdf bs=32k 309: [root@ip-10-99-86-193 ec2-user]# sync 310: """]] 311: 312: ## Shutdown the Linux instance 313: 314: We now have to detach volumes, snapshot them, then we shutdown the Linux instance. 315: 316: [[!template id=programlisting text=""" 317: # ec2-detach-volume vol-36f88d5e 318: ATTACHMENT vol-36f88d5e i-5babe737 /dev/sdf detaching 2011-02-18T00:14:00+0000 319: # ec2-detach-volume vol-24f88d4c 320: ATTACHMENT vol-24f88d4c i-5babe737 /dev/sdg detaching 2011-02-18T00:14:10+0000 321: # ec2-create-snapshot vol-36f88d5e 322: SNAPSHOT snap-deef2bb2 vol-36f88d5e pending 2011-02-18T01:17:59+0000 983624114127 5 323: # ec2-create-snapshot vol-24f88d4c 324: SNAPSHOT snap-8aef2be6 vol-24f88d4c pending 2011-02-18T01:18:10+0000 983624114127 1 325: # ec2-terminate-instances i-5babe737 326: INSTANCE i-5babe737 running shutting-down 327: """]] 328: 329: # Playing with your first NetBSD instance 330: 331: ## Create your first NetBSD AMI 332: 333: 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. 334: 335: /!\ AKIs are entitled to the same conditions as AMIs: their IDs are region-specific. So choose one carefully, or you will not be able to launch your NetBSD instance later! 336: 337: The list of AKIs that suits our situation can be obtained with the following command: 338: 339: [[!template id=programlisting text=""" 340: # Obtain all kernel images (AKI) for region US East, for which manifest location contains pv-grub (for PyGrub) 341: # ec2-describe-images -a --region=us-east-1 -F image-type=kernel -F manifest-location=*pv-grub* 342: IMAGE aki-407d9529 ec2-public-images/pv-grub-hd0-V1.01-i386.gz.manifest.xml amazon available public i386 kernel instance-store paravirtual xen 343: 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 344: IMAGE aki-4c7d9525 ec2-public-images/pv-grub-hd00-V1.01-i386.gz.manifest.xml amazon available public i386 kernel instance-store paravirtual xen 345: 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 346: """]] 347: 348: Pick the one with the correct architecture (x86_64 here). **hd0** are for AMIs where the snapshot contains no partition (where the volume is itself the whole partition), while **hd00** are for snapshots partitioned in a classical way (via MBR). Choose **hd0** AKIs. In this case, that will be **aki-427d952b**. 349: 350: We can proceed to the creation of our AMI, with: 351: 352: 1. */dev/sda1* as Grub partition (*/dev/sdg*, snapshot **snap-8aef2be6** of volume **vol-24f88d4c**) 353: 1. */dev/sda2* as root file-system (*/dev/sdf*, snapshot **snap-deef2bb2** of volume **vol-36f88d5e**) 354: 355: [[!template id=programlisting text=""" 356: $ ec2-register -a x86_64 --kernel aki-427d952b --region us-east-1 \ 357: -b "/dev/sda1=snap-8aef2be6" -b "/dev/sda2=snap-deef2bb2" -n "NetBSD-x86_64-current" \ 358: -d "<add your own description here> 359: IMAGE ami-74d0231d 360: """]] 361: 362: ## Launch your first instance 363: 364: You can now start your own NetBSD instance, via: 365: 366: [[!template id=programlisting text=""" 367: $ ec2-run-instances ami-74d0231d -t t1.micro -z us-east-1c 368: RESERVATION r-08218465 983624114127 default 369: INSTANCE i-953d72f9 ami-74d0231d pending 0 t1.micro 2011-02-18T02:05:46+0000 us-east-1c aki-4e7d9527 monitoring-disabled 370: *** Wait a few minutes, micro instances take time to start *** 371: # Query console output for your new instance 372: $ ec2-get-console-output i-953d72f9 373: Copyright (c) 1996, 1997, 1998, 1999, 2000, 2001, 2002, 2003, 2004, 2005, 374: 2006, 2007, 2008, 2009, 2010, 2011 375: The NetBSD Foundation, Inc. All rights reserved. 376: Copyright (c) 1982, 1986, 1989, 1991, 1993 377: The Regents of the University of California. All rights reserved. 378: 379: NetBSD 5.99.45 (XEN3_DOMU) #9: Wed Feb 16 21:14:49 CET 2011 380: jym@paris:/home/jym/cvs/obj/sys/arch/amd64/compile/XEN3_DOMU 381: [...] 382: """]] 383: 384: ## Connect to your NetBSD instance 385: 386: ## And now?