Installing the configurator Tools

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Installing the configurator Tools
=================================
1) Download the tarball from
       
http://www.deer-run.com/~hal/jumpstart/configurator/config.tar.Z
2) Unpack the tarball to create a directory called "configurator".  
   
To unpack the tarball:
      
cd /path/to/inst/dir
        
zcat /path/to/tarball/config.tar.Z | tar xf -
   
If you are planning to use the configurator tools as part of a custom
   Jumpstart, it works best if the install directory is in the same
   partition as your Jumpstart configuration directory.
3) Add an entry to your /etc/dfs/dfstab file to share the configurator
   hierarchy:
       
share -F nfs -o ro,anon=0 /path/to/inst/dir/configurator
4) Run the "shareall" command (as root) to share the new directory.
5) Download the Sun recommended patch clusters for your target machines
   from ftp://sunsolve.sun.com/pub/patches and install them in the
   configurator/patches directory (see configurator/patches/00README
   for further instructions).
6) Place any site-specific configurations files you want installed on
   the target platform in the configurator/files directory.  This
   directory should mirror the OS directory structure, so if you want
   configurator to install an /etc/inet/ntp.conf file for you, you
   need to put that file in configurator/files/etc/inet (see the
   configurator/README file for more information).
7) Place any local packages you want installed in the configurator/packages
   directory.  You will also need to properly configure the PACKAGES
   configuration variable (see configurator/conf/00README)
8) Review the configuration settings in configurator/conf and the
   configurator/conf/00README file to see what site-specific configuration
   changes may be necessary (and how to perform them).  Note that if
   you're interested in performing the CIS benchmark operations
   (rather than the steps from the "Solaris Security: Step-by-Step" guide,
   which is the default),  pay close attention to the
   configurator/conf/00README.CIS-benchmark file (as well as the CIS-*.conf
   files in this directory).
Installing the configurator Tools
=================================
1) Download the tarball from
       
http://www.deer-run.com/~hal/jumpstart/configurator/config.tar.Z
2) Unpack the tarball to create a directory called "configurator".  
   
To unpack the tarball:
      
cd /path/to/inst/dir
        
zcat /path/to/tarball/config.tar.Z | tar xf -
   
If you are planning to use the configurator tools as part of a custom
   Jumpstart, it works best if the install directory is in the same
   partition as your Jumpstart configuration directory.
3) Add an entry to your /etc/dfs/dfstab file to share the configurator
   hierarchy:
       
share -F nfs -o ro,anon=0 /path/to/inst/dir/configurator
4) Run the "shareall" command (as root) to share the new directory.
5) Download the Sun recommended patch clusters for your target machines
   from ftp://sunsolve.sun.com/pub/patches and install them in the
   configurator/patches directory (see configurator/patches/00README
   for further instructions).
6) Place any site-specific configurations files you want installed on
   the target platform in the configurator/files directory.  This
   directory should mirror the OS directory structure, so if you want
   configurator to install an /etc/inet/ntp.conf file for you, you
   need to put that file in configurator/files/etc/inet (see the
   configurator/README file for more information).
7) Place any local packages you want installed in the configurator/packages
   directory.  You will also need to properly configure the PACKAGES
   configuration variable (see configurator/conf/00README)
8) Review the configuration settings in configurator/conf and the
   configurator/conf/00README file to see what site-specific configuration
   changes may be necessary (and how to perform them).  Note that if
   you're interested in performing the CIS benchmark operations
   (rather than the steps from the "Solaris Security: Step-by-Step" guide,
   which is the default),  pay close attention to the
   configurator/conf/00README.CIS-benchmark file (as well as the CIS-*.conf
   files in this directory).
Running configurator By Hand
============================
1) Install a new OS from CD-ROM on the target machine.
2) Mount the configurator tree onto /mnt via NFS (if you use a different
   mount point, you will need to change the value of $CONFROOT at the
   top of the configurator script).
3) Run /mnt/bin/configurator
4) reboot -- -r
Running configurator Via Jumpstart
==================================
NOTE: This section assumes that the administrator has familiarity with
the basic Jumpstart process and that a properly configured Jumpstart
environment (with Boot, Config, and Install servers) is available.
For more information on the Jumpstart process, see the "Solaris Advanced
Installation Guide" (available from http://docs.sun.com) and/or
http://www.deer-run.com/~hal/Jumpstart.pdf
1) Edit the configurator/bin/config-trig script and verify that the
   variables at the top of the script are set appropriately for your
   platform.  In particular, make sure that the value of $MOUNTPT
   from config-trig matches the value of $CONFROOT in the configurator
   script.
2) Copy (or link) the config-trig script into your Jumpstart configuration
   directory (the place where your rules file and system profile files
   live).
3) Edit the rules file in your Jumpstart configuration directory and
   add the config-trig script as a custom post-install script for the
   appropriate rules.  A sample entry might look like
       
network 10.1.1.0        -        system.prof        config-trig
4) Run the check script to rebuild your rules.ok file
5) Jumpstart the target machine(s) normally.  Each system will go
   through the normal Jumpstart process and reboot automatically.
   The configurator process will be triggered during the first reboot
   after the Jumpstart.  At the end of the configurator process, the
   system will again reboot automatically and come up in its final
   configuration.

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