Once you install and connect the hardware, the next step in the installation process is to turn the system on and run the Setup utility. The Setup utility defines the initial configuration settings required to install the Link Controller into the network. You can run the Setup utility remotely from a web browser, or from an SSH client, or you can run it directly from the console.
Before you connect to the controller, we recommend that you gather the list of information outlined in the configuration worksheet provided with the Link Controller. Note that the screens you see are tailored to the specific hardware and software configuration that you have. For example, if you have a stand-alone system, the Setup utility prompts you to skip the redundant system screens.
Once you have configured the base network elements with the Setup utility, you might want to further enhance the configuration of these elements. For additional information about these configuration tasks, see Chapter 1, Additional Base Network Configuration, in the BIG-IP Link Controller Reference Guide.
The Setup utility prompts you to enter the same information, whether you run the utility from a web browser or from the command line. When the utility completes, we recommend that you reboot the controller. This automatically removes the default IP address and root password provided specifically for the purposes of running the Setup utility remotely. The Link Controller replaces the default IP address and root password with the password and IP addresses that you define while running the utility.
Before you can run the Setup utility from either the console or a serial terminal, you must first log in. Use the following default user name and password to log in.
After you log in, you can start the utility directly from the console or serial terminal by typing the command setup. Once you complete the utility, we recommend that you reboot the Link Controller. The Link Controller automatically reboots if you are running the utility for the first time from the console.
You can run the Setup utility remotely only from a workstation that is on the same LAN as the controller. To allow remote connections for the Setup utility, the Link Controller comes with two pre-defined IP addresses, and a pre-defined root password. The default root password is default, and the preferred default IP address is 192.168.1.245. If this IP address is unsuitable for your network, the Link Controller uses an alternate IP address, 192.168.245.245. However, if you define an IP alias on an administrative workstation in the same IP network as the Link Controller, the controller detects the network of the alias and uses the corresponding default IP address.
Once the utility finishes and the system reboots, these default IP addresses are replaced by the information that you entered in the Setup utility.
You must set up an IP alias for your remote workstation before you turn on the controller and start the Setup utility. The remote workstation must be on the same IP network as the controller. If you add this alias prior to booting up the Link Controller, the controller detects the alias and uses the corresponding address.
The IP alias must be in the same network as the default IP address you want the Link Controller to use. For example, on a UNIX workstation, you might create one of the following aliases:
ifconfig exp0 add 192.168.1.1
ifconfig exp0 add 192.168.245.1
Warning: On Microsoft Windows® or Windows NT® machines, you must use a static IP address, not DHCP. Within the network configuration, add an IP alias in the same network as the IP in use on the controller. For information about adding a static IP address to a Microsoft Windows operating system, please refer to your vendor's documentation.
After you configure an IP alias on the administrative workstation in the same IP network as the Link Controller and you turn the system on, the Link Controller sends ARPs on the internal VLAN to see if the preferred 192.168.1.245 IP address is in use. If the address is appropriate for your network and is currently available, the Link Controller assigns it to the internal VLAN. You can immediately use it to connect to the controller and start the Setup utility.
If the alternate network is present on the LAN, 192.168.245.0/24, or if the node address 192.168.1.245 is in use, then the Link Controller assigns the alternate IP address 192.168.245.245 to the internal VLAN instead.
When you start the utility from a web browser, you use the selected default IP address as the application URL.
You can run the command line version of the Setup utility from the console or serial terminal, or from a remote SSH client or from a Telnet client.
ssh <default IP>
The following sections provide detailed information about the settings that you define in the Setup utility.
Select the type of keyboard you want use with the Link Controller. The following options are available:
A root password allows you command line administrative access to the Link Controller. We recommend that the password contain a minimum of 6 characters, but no more than 32 characters. Passwords are case-sensitive, and we recommend that your password contain a combination of upper- and lower-case characters, as well as numbers and special characters, for example, !@#$%^&*. Once you enter a password, the Setup utility prompts you to confirm your root password by typing it again. If the two passwords match, your password is immediately saved. If the two passwords do not match, the Setup utility provides an error message and prompts you to re-enter your password.
The host name identifies the Link Controller itself. Host names must be fully qualified domain names (FQDNs). The host portion of the name must start with a letter, and must be at least two characters. The name, or host part of the name, must be 39 characters or less. The label part of the name must be 63 characters or fewer. For example:
<host 39 characters or less>.<label 63 characters or less>.net
You configure the default gateway pool for outbound link load balancing. The default gateway pool is a pool of the default routes for all links that you want the Link Controller to manage. Type an IP address for each link you want to load balance. If a gateway in the default gateway pool becomes inactive, existing connections through the inactive gateway are routed through another gateway in the default gateway pool. After you complete the Setup utility, if you typed more than one default gateway IP address, a pool named default_gateway_pool is created.
There are two types of settings you need to define for redundant systems: unit IDs, and fail-over IP addresses.
The default unit ID number is 1. If this is the first unit in the redundant system, use the default. When you configure the second unit in the system, type 2.
A fail-over IP address is the IP address of the unit which will take over if the current unit fails. Type in the IP address configured on the internal interface of the other Link Controller in the redundant pair.
Configure media settings for each interface. The media type options depend on the network interface cards included in your hardware configuration. The Setup utility prompts you with the settings that apply to the interfaces installed in the controller. The Link Controller supports the following media types:
Note: For best results, choose the auto setting. In some cases, devices configured for the auto media are incompatible, and the proper duplex setting is not negotiated. In these cases, you may need to set the media settings to the same speed and duplex on this device and the corresponding switch or host. Check your switch or hub documentation for this information.
Warning: The Setup utility lists only the network interface devices that it detects during system boot. If the utility lists only one interface device, the additional network adapters may have come loose during shipping. Check the LED indicators on the network adapters to ensure that they are working and are connected.
You create a VLAN for each link in the configuration. The Link Controller has two default VLANs, internal and external. You can rename these VLANs to link names for easier management. In most configurations, you need to add VLANs to represent all of your external links. Follow the onscreen prompts to configure any additional VLANs that you need.
Determine whether you want to have security turned on for a VLAN, or off for the VLAN. Then, type the IP address settings for the VLAN. The IP address settings include:
We recommend that you set the floating self IP address as the default route for target devices, such as servers. The floating self IP address is owned by the active unit in an active/standby configuration.
Note: The IP addresses of the external VLANs are not the IP address of your site or sites. The IP addresses of the sites themselves are specified by the virtual IP addresses associated with each virtual server you configure.
After you configure the VLANs for each link on the Link Controller, you assign interfaces to the VLANs. Note that each VLAN should be associated with an interface.
After you assign interfaces to VLANs, you can choose one VLAN/IP address combination as the primary IP address to associate with the controller host name.
The Link Controller web server provides the ability to set up remote web access on each VLAN. When you set up web access on a VLAN, you can connect to the web-based Configuration utility through the VLAN. To enable web access, specify a fully qualified domain name (FQDN) for each VLAN. The Link Controller web server configuration also requires that you define a user ID and password. If SSL is available, the configuration also generates authentication certificates.
The Setup utility guides you through a series of screens to set up remote web access.
You can also add users to the existing password file, change a password for an existing user, or recreate the password file, without actually repeating the remote web server configuration process.
Warning: If you have modified the remote web server configuration outside of the Configuration utility, be aware that some changes may be lost when you run the Setup utility. This utility overwrites the httpd.conf file and openssl.conf.
Next, you specify the time zone for the Link Controller. This ensures that the clock for the Link Controller is set correctly, and that dates and times recorded in log files correspond to the time zone of the system administrator. Scroll through the list to find the time zone at your location. Note that one option may appear with multiple names.
You need to complete this step only if you want machines inside your Link Controller managed network to use DNS servers outside of that network (for example, for reverse DNS lookup from a web server).
Specify the DNS name server and domain name for DNS proxy forwarding by the Link Controller. For more information on DNS proxy forwarding, see the BIG-IP Link Controller Reference Guide, Chapter 7, Configuring DNS on the Link Controller.
After you configure remote web access, the Setup utility prompts you to configure remote command line access. The first screen you see is the Configure SSH screen, which prompts you to type an IP address for SSH command line access.
When you configure shell access, the Setup utility prompts you to create a support account for that shell. You can use this support account to provide access to a support engineer.
When the Setup utility prompts you to enter an IP address for administration, you can type a single IP address, or a list of IP addresses from which the Link Controller will accept administrative connections. (These can be either remote shell connections, or connections to the web server on the Link Controller.) To specify a range of IP addresses, you can use the asterisk (*) as a wildcard character in the IP addresses.
The following example allows remote administration from all hosts on the 192.168.2.0/24 network:
Note: For administration purposes, you can connect to the Link Controller floating self IP address, which always connects you to the active unit in an active/standby redundant system. To connect to a specific unit, connect directly to the IP address of that Link Controller.
You can synchronize the time on the controller to a public time server by using Network Time Protocol (NTP). NTP is built on top of TCP/IP and assures accurate, local timekeeping with reference to clocks located on the Internet. This protocol is capable of synchronizing distributed clocks, within milliseconds, over long periods of time. If you choose to enable NTP, make sure UDP port 123 is open in both directions when the controller is behind a firewall.
Once you have configured the previous settings, the Link Controller commits the configuration and reboots the system. Once the controller has rebooted, you can log in to the Configuration utility and configure the Link Controller. Refer to Chapter 3, Configuring Links for Simple ISP Load Balancing , for instructions on setting up the Link Controller to manage multiple ISP links.
You normally run the Setup utility when the system is first installed, as part of the installation procedure. However, you can also use the command line Setup utility to change existing settings at any time. This section describes running the Setup utility to change settings after you run it initially.
To run the Setup utility from the command line, type in the following command:
After you complete the initial configuration, the Setup utility presents a menu of individual configuration options.
The Setup utility menu is divided into two different sections: required and optional. The Setup utility includes the following required configuration options:
The following configuration selections are optional:
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x Choose the desired configuration function from the list below. x
x (A) All configuration steps (R) Steps for redundant systems x
x REQUIRED x
x (E) Set default gateway pool (V) Configure VLANs & networking x
x (H) Set host name (W) Configure web servers x
x (P) Set root password x
x OPTIONAL x
x (D) Configure DNS (O) Configure remote access x
x (F) Configure FTP (S) Configure SSH x
x (I) Initialize iControl portal (T) Configure Telnetd x
x (K) Set keyboard type (R) Configure RSH x
x (M) Define time servers (Z) Set time zone x
x (Q) Quit x
x Enter Choice: x
This section contains descriptions of options that are available only through the Setup utility menu. These options include:
This option is available in the menu only after you create the initial software configuration. Select this option to configure the CORBA ports (IIOP and FSSL). This option prompts you for a list of IP addresses or host names you want to embed as objects in the Portal object reference. Typically, in a redundant system, this list includes the fail-over IP address of the other Link Controller in the redundant system.
This option prompts you to set the Portal to use IP addresses instead of DNS names. If the Portal is set to use IP addresses, the Link Controller does not have to do a DNS lookup.
In addition to these settings, you can change the following iControl portal settings:
This option is available in the menu only after you create the initial configuration. Use this option to modify remote access settings.
You can configure an RSH shell for non-secure access to the Link Controller. Use this option only if you are unable to set up an SSH shell.