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ServerView Resource Coordinator VE Setup Guide

8.2 Collecting a Cloning Image

This section explains how to collect a cloning image from a source server. Collected cloning images can later be used for the deployment of other servers.

A cloning image can be collected only from a managed server on which the Agent was registered.
Refer to "6.2.3 Software Installation and Agent Registration" for details on registering Agents.

Cloning images cannot be collected from VM hosts or VM guests.


Preparations

Install the desired operating system and necessary applications on the source server from which to collect a cloning image.
Additionally, apply any required patches and other necessary settings.
Make sure that the source server operates properly after those steps.

[Windows]

Collecting a Cloning Image

Use the following procedure to collect a cloning image from a source server:

  1. Put the source server into maintenance mode.

    1. In the RC console resource tree, right-click the source server (or its physical OS), and select [Maintenance Mode]-[Set] from the popup menu.

      The [Set Maintenance Mode] dialog is displayed.

    2. Click the <OK> button.

      The source server is put into maintenance mode.

  2. Stop all operations running on the source server.

    When a cloning image is collected, the source server is automatically restarted. Therefore, all operations running on the source server should be stopped before collecting the image.
    Cancel any Admin LAN or Public LAN redundancy settings.
    However, there is no need to cancel Public LAN redundancy settings made via the network parameter auto-configuration function.
    The following settings are disabled during cloning image collection, which may result in services failing to start on server startup. To avoid this, automatic startup should be disabled for any service that depends on the following settings.

    • Hostname

    • IP address and subnet mask for the Admin LAN

    • Default gateway for the Admin LAN

  3. Collect a cloning image.

    1. In the RC console resource tree, right-click the physical OS of the source server and select [Cloning]-[Collect] from the popup menu.
      The [Collect a Cloning Image] dialog is displayed.

    2. In the [Collect a Cloning Image] dialog, set the following parameters:

      Cloning Image Name

      Enter a name to identify the collected cloning image.

      New
      When creating a new cloning image, select "New" and enter a new cloning image name.
      The cloning image name can be up to 32 characters long, and can contain alphanumeric characters and the underscore ("_") character.

      Update
      When updating an existing cloning image, select "Update" and select a cloning image from the list.

      The maximum number of versions that can be stored at one time for a cloning image is limited.
      If the selected cloning image has already reached this limit, it is necessary to delete one of its existing versions in order to create a new cloning image. This can be done directly in this dialog by selecting the version to be deleted from the displayed list.
      The selected version will be automatically deleted when collection of the new cloning image completes.
      By default, the maximum number of stored image versions is set to 3.
      This setting can be changed by following the instructions given in "6.3.1.4 Changing the Maximum Number of Cloning Image Versions".

      Comments (Optional)

      Enter a comment that identifies the cloning image.
      A comment can be of no more than 128 characters. Percents ("%), backslashes ("\"), double quotes ("), and linefeed characters are not allowed.

      If [Update] was selected for the "Cloning Image Name" option, the comment of the most recent image version is displayed.
      If no comment is specified, a hyphen ("-") will be displayed in the RC console.

      It is recommended to enter comments with information such as hardware configuration (server model, disk size, and number of network interfaces), software configuration (names of installed software and applied patches), and the status of network parameter auto-configuration function.

      "Release Maintenance Mode after collection" option

      Enable this option to automatically release the source server from maintenance mode after image collection and maintenance work. If this option disabled, maintenance mode should be released manually after collecting the cloning image.

    3. Click the <OK> button.

      A cloning image is collected from the selected source server.

  4. Restart applications on the source server.

    Restore the settings of any service whose startup settings were changed in step 2 and start these services.
    Restore any Admin LAN or Public LAN redundancy settings that may have been canceled in step 2.
    Check that applications are running properly on the source server.

  5. Release the source server from maintenance mode.

    This step is not required if the "Release Maintenance Mode after collection" option was enabled in the [Collect a Cloning Image] dialog.

    1. In the RC console, right-click the source server (or its physical OS), and select [Maintenance Mode]-[Release] from the popup menu.

      The [Release Maintenance Mode] dialog is displayed.

    2. Click the <OK> button.

      The source server is released from maintenance mode.

Note

  • While a cloning image is being collected, no other operations can be performed on that image or other versions of that image (images sharing the same image name).

  • Communication errors between the admin and source servers (resulting in an image collection failure or an "unknown" status on the source server) may be caused by improper use of the network parameter auto-configuration function (described in "8.6 Network Parameter Auto-Configuration for Cloning Images"). Examples of improper use are given below.

    • Auto-configuration settings were made for the Admin LAN (the network parameter auto-configuration function shouldn't be used on the Admin LAN).

    • Auto-configuration settings were made for the Public LAN using IP addresses contained within the Admin LAN subnet range.

    Log in to the source server and check for the presence of such settings in the network parameter definition file.
    If incorrect settings were made, use the following recovery procedure to fix communication errors.

    1. Fix network settings on the source server

      Run the "rcxadm lanctl unset" command described in "8.6.3 Clearing Settings" to reset network settings back to their original values.

      If the Admin LAN IP address is not set on the source server, set it manually to restore communications between the Admin Server and the source server.

    2. Re-collect the cloning image

      Correct any errors found in the source server's network parameter definition file and re-collect the cloning image from the source server.

    3. Delete faulty cloning images

      Delete any cloning image that was collected with incorrect network parameters.