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This file documents how to build the Crowbar installation DVD image. Prerequisites: * An unfiltered Internet connection and a decent amount of bandwidth. The first time you try to build Crowbar it will need to download about 1.5 gigs worth of data from the official Ubuntu apt repositories, the Opscode chef repository, the official Openstack 2011.2 PPA, and an official Ubuntu CD image mirror. * bash version 4 or higher build_crowbar.sh uses associative arrays, which bash got in version 4. * mkisofs The end product of the build script is an ISO image that will be used to bootstrap the Crowbar admin node. * debootstrap The build process needs to download all the .debs and gems that Crowbar requires, and we don't want to inadvertently mess up the build machine when we do that. All extra packages are downloaded into a chrooted minimal Ubuntu intall, and we use debootstrap to enable that. * Sudo to root privileges for the following commands: * /bin/mount, /bin/umount We have to be able to mount and umount the Ubuntu .iso image, as well as a tmpfs for debootstrap, and we have to be able to bind mount /dev, /dev/pts, /proc, and /sys into the debootstrap chroot environment. * /usr/sbin/debootstrap debootstrap requires root privileges to run. * /bin/cp We need to copy things into and out of the debootstrap environment to ensure it downloads and caches the right packages. * /usr/sbin/chroot All our package caching is done in a chroot environment, and chroot requires root permissions to run. If you want to allow build_crowbar to run the above commands as root without having to enter a password each time, the build_crowbar.sh includes a sample line you can fix up and add to /etc/sudoers. * A working Sledgehammer tftpboot image. Sledgehammer is a minimal CentOS 5.6 pxe bootable image that we use to perform hardware discovery and configuration for devices that do not have low-level management tools for Ubuntu. You can find information on how to build Sledgehamemr by reading its HOWTO.Non.Redhat file. We do not do fully automated builds of Sledgehammer due to a lack of a CentOS equivalent of debootstrap. Usage: * Run build_crowbar.sh. The first time it is run, it will download and cache all the files it needs from the official Ubuntu, Chef, and Openstack repositories. It will then build the Crowbar installation image, save it to the current working directory, and print out a message saying where it saved the image. On subsequent runs it will run with the files it cached from the first run, unless update-cache is passed as a parameter to the script. Customization: build_crowbar.sh has several different parameters you can tune, either from $HOME/.build-crowbar.conf (for developer use), or from build-crowbar.conf in the current directory (for automated builds). Here are the parameters you can change through the above configuration files: * DEBUG If DEBUG is set to anything, build_crowbar will run in debug mode, and will print a transcript of everything it is doing to standard error. * CACHE_DIR This is the default location where build_crowbar.sh will keep the files it caches, along with the temporary directories used to mount the ISO image, the debootstrap chroot, and the directory we perform the build in. It defaults to $HOME/.crowbar-build-cache. * ISO_LIBRARY This is the default location where the Ubuntu .iso is stored. It defaults to $CACHE_DIR/iso * ISO_DEST This is the location that we will save the Crowbar install iamge to. It defaults to the current directory. * IMAGE_DIR This is the location that we will mount isos in. It defaults to $CACHE_DIR/image * BUILD_DIR This is the directory we will stage the Crowbar build into. It defaults to $CACHE_DIR/build * UBUNTU_VERSION This is the numeric version of Ubuntu we are building Crowbar with. Right now we base the build on 10.10 * UBUNTU_CODENAME This is the one-word codename of $UBUNTU_VERSION. Weird things will happen if it is not kept in sync with $UBUNTU_VERSION * PPAS This is an array of PPA archives to look in to gather packages from. This defaults to ("openstack-release/2011.2"), which is the official PPA for the Cactus release of Openstack. * UBUNTU_ISO_MIRROR This is the base URL for the mirror we will try to download the Ubuntu server ISO from. It defaults to "http://mirror.anl.gov/pub". * SLEDGEHAMMER_PXE_DIR This points to the location we expect to find the unpacked Sledgehammer PXE boot archive. It defaults to $CACHE_DIR/tftpboot * VERSION The default version of Crowbar. Defaults to dev. * OPENSTACK_ISO The name of the ISO that build_crowbar.sh generates. Defaults to openstack-$VERSION.iso * CROWBAR_DIR The directory that the Crowbar source is cheched out to. Defaults to the directory that build_crowbar.sh is in. * SLEDGEHAMMER_DIR The directory that the Sledgehammer source is checked out to. Defaults to $CROWBAR_DIR/../sledgehammer * VCS_CLEAN_CMD This is the command that build_crowbar.sh will run to clean the tree before staging the Crowbar build. Defaults to 'git clean -f -x -d' * DEBS This is an array of additional packages that build_crowbar.sh will try to populate the .deb cache with. It is empty by default. * GEMS This is an array of additional Ruby gems that build_crowbar will try to populate its .gem cache with. It is empty by default. * AMIS This is an array of urls for AMI images that you want to prepopulate Crowbar with. By default it contains the URL for the official release AMI of Ubuntu 11.04 x86_64 server. * UBUNTU_CHROOT This is the directory that we will mount a tmpfs on when we debootstrap a minimal Ubuntu install to prepopulate the deb and gem caches. It defaults to $CACHE_DIR/$UBUNTU_CODENAME.chroot * DEB_CACHE This is the directory that will hold our .deb cache. It defaults to $CACHE_DIR/$UBUNTU_CODENAME/debs * GEM_CACHE This is the directory that will hold our gem cache. It defaults to $CACHE_DIR/gems * AMI_CACHE This is the directory that will hold our AMI cache. It defaults to $CACHE_DIR/amis * UBUNTU_ISO This is the full name of the Ubuntu ISO we will use as the base of the Crowbar installation image. Defaults to "ubuntu-$UBUNTU_VERSION-server-amd64.iso", which will base us on the amd64 server spin of Ubuntu. * UBUNTU_DIR This is the directory we will mount $UBUNTU_ISO on when we extract files from it. Defaults to $IMAGE_DIR/$UBUNTU_ISO minus the .iso at the end.