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Server Set Up

PART I - License and Database Set Up

- Launch a new Amazon EC2 instance based on the Razor-SCM_Linux_002 AMI.

We recommend that you add a second volume, of type EBS with a General Purpose SSD, to house the Razor database. The size of the second volume should be large enough to store all of your files. If necessary, you can add more space to the volume at a later time.

Set up the security groups for the system administration and client access.

NOTE: Access is via SSH using TCP port 22 and OpenVPN using UDP port 1194.

Set up a key pair to access the instance via SSH (e.g. Putty).

NOTE: This key is the only way you can access the EC2 Instance. Only the administrator of the EC2 instance should have this key.

NOTE: Razor SCM is running on top of an Ubuntu 12.04 LTS, 64bit, operating system.

- Set up Putty and login to the new instance (e.g. using the key pair and the ubuntu login id).

NOTE: There is no password but you can set one up if necessary.

- Set up and associate an Elastic IP address for the new instance.

NOTE: This is required for the OpenVPN client access to function properly.

- Obtain/purchase a Razor license (or request a quote) from Visible Systems.

NOTE: The price for Razor licenses can be found at: http://www.visiblesystemscorp.com/Products/Razor/price.htm

To get a license, you need to send the output from the 'razor id' command to Visible Systems.

To do this you need to login and execute the following commands:

export RAZOR_HOME=/home/ubuntu/Razor
export RAZOR_LICENSE_DIR=/home/ubuntu/Razor_lm
$RAZOR_HOME/bin/razor id

Send the output from the 'razor id' command to razor_license@visiblesystemscorp.com along with your contact information.

NOTE: You can also request a quote via the web. The URL for requesting a quote is: http://www.visiblesystemscorp.com/Products/Razor/price.htm

NOTE: You can also call 1-800-6-VISIBLE. Once purchased, a Razor License is good forever for that particular Razor ID. Please contact us if you need to transfer your license to another machine.

- Install the Razor license by logging into the EC2 instance and typing the following command:

export RAZOR_HOME=/home/ubuntu/Razor
export RAZOR_LICENSE_DIR=/home/ubuntu/Razor_lm
$RAZOR_HOME/bin/razor license

NOTE: You will need to enter the 'razor id' followed by the 4 license keys. The ‘id’ consists of the final 8 hexadecimal characters produced by the ‘razor id’ command.
NOTE: You will receive a license via email along with installation instructions.

- Start the Razor license manager:

$RAZOR_HOME/bin/razor_lm &

NOTE: You should see a message that says "razor_lm ready to serve!"

- OPTIONAL: Prepare, pre-warm, and mount the second volume.

The following command will create the file system on the second volume:

sudo mkfs -t ext4 /dev/xvdf

NOTE: If necessary, replace xvdf with the NAME entry from the 'lsblk' command for the second volume.
NOTE: The output from the 'lsblk' command shows the root disk mounted at / and the second volume as the other entry.

Pre-warm the second volume for faster access:

sudo dd if=/dev/zero of=/dev/xvdf bs=1M

Edit /etc/fstab and add the second volume to the end of the file:

/dev/xvdf /mnt ext4 defaults,nofail,nobootwait 0 2

Manually mount the second volume:

sudo mount -a

NOTE: We recommend that the volume be mounted as /mnt.

- Create a directory for the database on the root volume (or on a second volume if it exists).
Create the Razor database directory:

sudo mkdir -p /home/ubuntu/Razor_DBs/<dbname>
or
sudo mkdir -p /mnt/Razor_DBs/<dbname>

Change the ownership so the Razor administrator is the owner of the Razor database folders and files:

sudo chown ubuntu.ubuntu /mnt/Razor_DBs
sudo chown ubuntu.ubuntu /mnt/Razor_DBs/<dbname>

- Create the Razor database

$RAZOR_HOME/scripts/rz_new_database

Update the rz_prep and rz_prep.sh files for the database and add:

RAZOR_ALT_LM_SERVER_IP_ADDRS=10.8.0.1
RAZOR_ALT_DB_SERVER_IP_ADDRS=10.8.0.1

Start the new Razor database (ignore the Mapping file open error).

- Update the $HOME/.profile file to include a source to the rz_prep.sh of the new database.

NOTE: This file is executed each time you login to the EC2 instance.
NOTE: This allows the execution of Razor commands without having to prefix them with $RAZOR_HOME.

- Add users to the Razor system:

$RAZOR_HOME/bin/razor add_user <username> users password

NOTE: It is a good idea to force the user to change the password during the first login.
NOTE: The username cannot contain spaces or special characters (1-16 characters, only a-z, lowercase).
NOTE: The password will be 'password'.
NOTE: You can view all of the usernames in the password file by typing 'razor passwd_info'.
NOTE: If you do not create users, the 'guest' account is enabled and it does not have a password.

- Update the $HOME/bin/start_razor.sh file with the path of the Razor database and change its permissions to 755:

chmod 755 $HOME/bin/start_razor.sh

NOTE: This script is used to manually start the Razor license and the database managers after a system reboot.

PART II - IssueWeaver Set Up

If you purchased an IssueWeaver license then you can access Razor Issues via a web browser (e.g. IE, Firefox, or Chrome).
IssueWeaver runs under the Apache web server which needs to be installed and configured.

- To install Apache type:

sudo apt-get update
sudo apt-get upgrade
sudo apt-get apache2

- To install IssueWeaver type:

sudo su
source /mnt/Razor_DBs/<dbname>/rz_prep.sh
$RAZOR_HOME/scripts/rz_iw_install
CGI Directory=/usr/lib/cgi-bin
DocumentRoot=/var/www
chown ubuntu.ubuntu /var/www/Razor_iw* -R
exit

NOTE: This section must be executed as ‘root’.
NOTE: Choose ‘n’ for the .cgi extension and ‘y’ for the symbolic link.
NOTE: Rules files are at /var/www/Razor_iw_lib.
NOTE: You may access Issues via the following URL:
http://<elastic IP address>/cgi-bin/issue_weaver

Part III - Pre-warm a New Volume

The pre-warm process will prepare a new volume for use by clients. The volume will be faster after the pre-warm process. Be warned... any data on the volume will be erased.

sudo dd if=/dev/zero of=/dev/xvdf bs=1M

NOTE: The volume must be unmounted before it can be pre-warmed.
NOTE: This process may take several minutes depending on the bandwidth and the size of the volume.

Part IV - Set up sendmail

Sending email successfully from an EC2 instance requires the configuration of sendmail to include your domain and mail server. To set up this process correctly you first need to register with Amazon's SES email sending service. Please contact razor_support@visiblesystemscorp.com for more information on this topic.

Part V - Backing up a database

A Razor database can be automatically backed up to Amazon's S3 and Glacier storage. To set up this process correctly you first need to register with Amazon's S3 service. Please contact razor_support@visiblesystemscorp.com for more information on this topic.

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