corosync/QUICKSTART

Application Interface Specification Quckstart Guide
---------------------------------------------------

***
All cryptographic software in this package is subject to the following legal
notice:
This package includes publicly available encryption source code which,
together with object code resulting from the compiling of publicly
available source code, may be exported from the United States under License
Exception TSU prsuant to 15 C.F.R Section 740.13(e).
***

This AIS package is broken into four parts.  The exec directory contains
all of the code responsible for serving the APIs.  The api directory contains
APIs the user can link to.  The test directory contains some simple test
programs which exercise the APIs.  The directory conf contains example
configuration files which can be copied directly onto the target system.

The API implements the Cluster Membership (CLM), Availabilty Management
Framework (AMF) and the Checkpointing (CKPT) APIs.

Configuring the AIS Executive:
------------------------------
The AIS Executive will automatically determine cluster membership by
communicating on a specified multicast address and port.

The directory conf contains the file network.conf

bindnetaddr:192.168.1.0
mcastaddr:226.94.1.1
mcastport:6000

bindnetaddr specifies the address which the AIS Executive should bind to.
This address should always end in zero.  If the local interface taffic
should routed over is 192.168.5.92, set bindnetaddr to 192.168.1.0.

mcastaddr is a multicast address.  The default should work but you may have
a different network configuration.  Avoid 224.x.x.x because this is a "config"
multicast address.

mcastport specifies the UDP port number.  It is possible to use the same
multicast address on a network with the AIS services configured for different
UDP ports.

The directory conf contains the file groups.conf which specifies the failover
groups, service units, components, and policies to be used by the AMF.  The
configuration file matches the testamf1-6 programs in the test directory and
can be copied directly.

These two files should be placed in the /etc/ais directory.

Building AIS
------------
AIS requires GCC, LD, and a Linux 2.4 kernel.  AIS has been tested on
Debian Sarge, MontaVista Carrier Grade Edition 3.1, and Redhat 9, and Fedora
Core 2.

Compile AIS by running make in the root directory.  Make can also be run
in the individual directories.  Nothing is installed by make.  If install
is desired, the files must be copied manually.

Confiugre Host
--------------
For security reasons, the AIS only allows a process that had the EGID/GID
of "ais" to connect to it.  To make development easier, it is recommended to
create an "ais" user with the "ais" group.

[root@slickdeal root]# adduser ais -g ais

Set the ais user's password to something you can remember:

[root@slickdeal root]# passwd ais
Changing password for user ais.
New password:
Retype new password:
passwd: all authentication tokens updated successfully.

Configure Network
-----------------
Some networks do not automatically configure the default route.  Ensure
the default route is configured or AIS wont be able to communicate with
other nodes.

[sdake@slickdeal sdake]$ /sbin/route
Kernel IP routing table
Destination     Gateway         Genmask         Flags Metric Ref    Use Iface
10.0.0.6        *               255.255.255.255 UH    0      0        0 tun0
127.0.0.0       *               255.0.0.0       U     0      0        0 lo
default         192.168.1.1     0.0.0.0         UG    0      0        0 eth0

the word default above specifies the default route.  If the default route
is missing, specify one by

unix# /sbin/route add default gw 192.168.1.1

where 192.168.1.1 is the gateway.  It is possible to specify an invalid 
route which will also make AIS work properly.

Generate a private key
----------------------
AIS uses cryptographic techniques to ensure authenticity and privacy of
messages.  In order for AIS to work, a private key must be generated and
shared to all processors.

First generate the key on one of the nodes:

unix# exec/keygen
OpenAIS Authentication key generator.
Gathering 1024 bits for key from /dev/random.
Writing openais key to /etc/ais/authkey.


After this is complete, a private key will be in the directory /etc/ais/authkey.
This private key must be copied to every processor that will be a member of
the cluster.  If the private key isn't the same for every node, those nodes
with nonmatching private keys will not be able to join the same configuration.

Copy the key to some transportable storage or use ssh to transmit the key
from node to node.  Then install the key with the command:

unix# install -D --group=0 --owner=0 --mode=0400 /path_to_authkey/authkey /etc/ais/authkey

If the message invalid digest appears, the keys are not the same on each node.

Run AIS Executive
-----------------
Get one or more nodes and run the AIS executive on each node.  A list of
node IPs should be displayed when the nodes join a configuration.  Run the
aisexec program after following the previous directions.

Before running any of the test programs
---------------------------------------
The AIS Executive will ensure security by only allowing the ais group (or
uid root) to connect to the service.  Switch to the ais group before
running any applications linked to the saf api, or the applications will
not be authenticated and won't be able to access services.

[sdake@slickdeal sdake]$ su ais
Password:
[ais@slickdeal sdake]$ id
uid=501(ais) gid=502(ais) groups=502(ais)

Try out the AIS CLM functionality
---------------------------------
After aisexec is running

su to ais user

Run test/testclm on one node.  Then kill and add nodes.  This will cause
callbacks to be called in the testclm application which will print out
the node state changes.  The testclm program will not print any output
after it is started and has printed the current configuration until nodes
are added to or deleted from the configuration by starting and stopping
aisexec on other nodes.

Killing aisexec on the node the testclm is connected will cause the 
API to return error codes indicating the system has failed.

Try out the AIS AMF functionality
---------------------------------
After aisexec is running

su to ais user

The test/testamf{1-6} implement three seperate service units (SU).  SU #1
consists of testamf1, testamf2.  SU #2 consists of testamf3, testamf4.
SU #3 consists of testamf5, testamf6.  The active and backup directives 
in groups.conf define how many SU's become active and how many
become standby in the service group (SG).

To test the AIS AMF, run testamf3 and testamf4 on one node.  Both
components become in service and active.  Then run testamf1.  Nothing
appears to happen, because testamf1 is not placed in service (and made
standby) until testamf2 is registered.  Running testamf2 will show 
a variety of state changes.  testamf1 will match these state changes.
testamf2 is special because is reports an error, and later cancels
the error, causing the entire SU to go out of service, then back in
service.  This behavior is expected by the AIS specification and the
code in testamf2.c can be read for a clearer understanding of what
is happening.

Pressing ctrl-z to background the task (which causes the heartbeat to
timeout) on a component will cause the remaining component to go
out of service.  If ctrl-z is pressed on the active SU, the standby
SU will become active.  CTRL-C on these tests behaves the same way.
A crash behaves the same way.

Try out the AIS CKPT functionality
----------------------------------
su to ais user

run testckpt.  This will execute various checkpoint API operations.

run ckptbench.  This will execute non-threaded write benchmarks.

run ckptbenchth.  This will execute threaded write benchmarks.

The benchmark configuration (how many threads to run, how many writes
per benchmark run, and data write size are specified in the ckptbench.c
and ckptbenchth.c programs.

Two node clusters should approach 8.5 MB/sec on 100 mbit networks for 
larger checkpoint sizes with encryption and authentication.  If you are not
seeing these results, please report to the mailing list.

Write your own applications
---------------------------
Without real applications, finding the hard bugs will be difficult.  Please
port or write apps and let us know of the progress!

Contribute!
-----------
Code, examples, documentation, bug reports, testing are all appreciated.
Read the TODO or the ask on the mailing lists for ways to contribute.