Diskless netboot

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Target folder tree (server side)

This is how we'll setup our files and folders:

# TFTP root
/tftpboot/                                   

###############
# Network bootable image(s) using NFS technology
################       

#### Boot file            
/tftpboot/pxelinux.0                   # Initial boot file - only use to load the PXE NetBoot manager
/tftpboot/{menu.c32 || vesamenu.c32}   # PXE interactive menu managers (text or graphical)
/tftpboot/pxelinux.cfg/                # PXE configuration(s)
/tftpboot/pxelinux.cfg/default         # default PXE configuration

#### Kernel file

/tftpboot/images/      

# Debian 7.x [Wheezy] 
/tftpboot/images/wheezy/   
/tftpboot/images/wheezy/vmlinuz
/tftpboot/images/wheezy/initrd.img

# [X]Ubuntu 14.04 [Trusty] 
/tftpboot/images/trusty/  
/tftpboot/images/trusty/vmlinuz
/tftpboot/images/trusty/initrd.img


#### NFS 
# This is where the runnable will be. Each image will be in a dedicated folder.
/nfs/                    

# Debian 7.x [Wheezy] 
/nfs/wheezy/   

# Ubuntu 14.04 [Trusty] 
/nfs/trusty/


Client overview

Each client must have, at least, 4 Go of RAM.


4 GO RAM configuration

This is how we're gonna populate the client:

NetBoot client RAM overview - 4Go


As you can see, each client will have some space dedicated for swap + some RAMdisk to allow writing in /var, /tmp and /proc.


Configuration of a 4Go RAM disk:

  • No swap
  • Local TMPFS (read/write for /dev, /tmp, ...) : 1 Go
    • /tmp = 512 M
    • /var/tmp = 128 M
    • /var/log = 128 M
    • /var/run = 8 M
    • /var/lock = 8 M
    • /run/shm = 256 M
  • O.S (NFS read only) : all the rest ~ 2.8 Go
  • Common share (NFS read write) : Remote disk


2 Go

Due to budget restriction we might encounter some low memory machines with only 2 Go...


This is how we're gonna populate the client:

NetBoot client RAM overview - 2Go


In case of 2Go RAM then you have to use some tricks:

  • No swap
  • O.S (NFS read only) : ~ 1.2 Go
  • Common share (NFS read write) : Remote disk
  • Local TMPFS (read/write for /dev, /tmp, ...) : all the rest
    • /tmp = 372 M
    • /var/tmp = auto
    • /var/log = 128 M
    • /var/run = auto
    • /var/lock = auto
    • /run/shm = auto


How big is the client image ?

By default the deboostrap Ubuntu 14.04 LTS image is 239 Mo. With the applications we're gonna use that size will increase to about 1 or 1.3 Go depending if you copy (or not) the kernel sources. It may even take 1.6 Go if you're using XFCE frontend.


NFS client image

There are different way to setup a NFS client image.

The main ones are:

  • Manually
    • debootstrap
    • copying the install from your server
    • Manual install on a client, then, when the system is ready, copy everything to the NFS share
  • Using script and software like "Puppet" or "Chef"


Setup client distribution

You have to create one target for each distribution you want to serve:

mkdir -p /nfs/trusty
mkdir -p /nfs/wheezy
mkdir -p /nfs/common


- NOTES -

  • The folder name should match your NetBoot settings. Folder name = a LABEL in the NetBoot config.
  • The folder name should match a Linux (Debian like) distribution name


Configure client distribution



Backup distribution

You can create an archive of your current distribution for later restore / re-use.


Compression

cd /nfs
tar cvpjf trusty.tar.bz2 ./trusty


Restoration

cd /nfs
tar -xvjf trusty.tar.bz2

PXE interactive menu

You can create interactive NetBoot menus, see:



Local server monitoring

Install the following services:



Other services

File sharing

If you want to expose the NFS common folder as a file-share, you have to install and configure Samba. See: Samba server


Note

Samba is actually better than NFS for the file-share. You should remove Common from /etc/exports and use a samba share instead.


Management UI (webmin)

Since there is a lot of services to manage, it's always convenient to use an UI for it. Check Webmin


VPN server

See VPN


Apache2 server

See Apache 2



References

Ubuntu diskless how-to: https://help.ubuntu.com/community/DisklessUbuntuHowto


Mind reference: http://mindref.blogspot.se/2011/03/debian-diskless.html


Super video tutorials:


Nice explanation of PXE process: http://www.linux.com/learn/docs/ldp/497-Diskless-root-NFS-HOWTO