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ncn_boot_workflow.md

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NCN Boot Workflow

Non-compute nodes boot two ways:

  • Network/PXE booting
  • Disk Booting

Topics

Determine the current boot order

Under normal operations, the NCNs use the following boot order:

  1. PXE (to ensure the NCN is booting with desired images and configuration)
  2. Disk (fallback in the event that PXE services are unavailable)

Reasons to change the boot order after CSM install

After the CSM install is complete, it is usually not necessary to change the boot order. Having PXE first and disk as a fallback works in the majority of situations.

It may be desirable to change the boot order under these circumstances:

  • Testing disk-backed booting
  • Booting from a USB or remote ISO
  • Testing or deploying other customizations

Determine if NCNs booted via disk or PXE

There are two different methods for determining whether a management node is booted using disk or PXE. The method to use will vary depending on the system environment.

  1. Check kernel parameters.

    ncn# cat /proc/cmdline

    If it starts with kernel, then the node network booted. If it starts with BOOT_IMAGE=(, then it disk booted.

  2. Check output from efibootmgr.

    ncn# efibootmgr

    The BootCurrent value should be matched to the list beneath to see if it lines up with a networking option or a cray sd*) option for disk boots.

    ncn# efibootmgr

    Example output:

    BootCurrent: 0016
Timeout: 2 seconds
BootOrder: 0000,0011,0013,0014,0015,0016,0017,0005,0007,0018,0019,001A,001B,001C,001D,001E,001F,0020,0021,0012
Boot0000* cray (sda1)
Boot0001* UEFI: Built-in EFI Shell
Boot0005* UEFI: PXE IP4 Mellanox Network Adapter - B8:59:9F:1D:D8:4E
Boot0007* UEFI: PXE IP4 Mellanox Network Adapter - B8:59:9F:1D:D8:4F
Boot0010* UEFI: AMI Virtual CDROM0 1.00
Boot0011* cray (sdb1)
Boot0012* UEFI: Built-in EFI Shell
Boot0013* UEFI OS
Boot0014* UEFI OS
Boot0015* UEFI: AMI Virtual CDROM0 1.00
Boot0016* UEFI: SanDisk     <--- Matches here
Boot0017* UEFI: SanDisk, Partition 2
Boot0018* UEFI: HTTP IP4 Intel(R) I350 Gigabit Network Connection
Boot0019* UEFI: PXE IP4 Intel(R) I350 Gigabit Network Connection
Boot001A* UEFI: HTTP IP4 Mellanox Network Adapter - B8:59:9F:1D:D8:4E
Boot001B* UEFI: HTTP IP4 Mellanox Network Adapter - B8:59:9F:1D:D8:4F
Boot001C* UEFI: HTTP IP4 Intel(R) I350 Gigabit Network Connection
Boot001D* UEFI: PXE IP4 Intel(R) I350 Gigabit Network Connection
Boot001E* UEFI: PXE IP6 Intel(R) I350 Gigabit Network Connection
Boot001F* UEFI: PXE IP6 Intel(R) I350 Gigabit Network Connection
Boot0020* UEFI: PXE IP6 Mellanox Network Adapter - B8:59:9F:1D:D8:4E
Boot0021* UEFI: PXE IP6 Mellanox Network Adapter - B8:59:9F:1D:D8:4F

Set BMCs to DHCP

When reinstalling a system, the BMCs for the NCNs may be set to static IP addressing. The /var/lib/misc/dnsmasq.leases file is checked when setting up the symlinks for the artifacts each node needs to boot. So if the BMCs are set to static, those artifacts will not get set up correctly. Set the BMCs back to DHCP by using a command such as:

read -s is used to prevent the password from being written to the screen or the shell history.

ncn# USERNAME=root
ncn# read -s IPMI_PASSWORD
ncn# export IPMI_PASSWORD
ncn# for h in $( grep mgmt /etc/hosts | grep -v m001 | awk -F ',' '{print $2}' ); do
         ipmitool -U $USERNAME -I lanplus -H $h -E lan set 1 ipsrc dhcp
     done

Some BMCs need a cold reset in order to pick up this change fully:

ncn# for h in $( grep mgmt /etc/hosts | grep -v m001 | awk -F ',' '{print $2}' ); do
         ipmitool -U $USERNAME -I lanplus -H $h -E mc reset cold
     done

Boot order overview

  • ipmitool can set and edit boot order; it works better for some vendors based on their BMC implementation
  • efibootmgr speaks directly to the node's UEFI; it can only be ignored by new BIOS activity

NOTE cloud-init will set boot order when it runs, but this does not always work with certain hardware vendors. An administrator can invoke the cloud-init script at /srv/cray/scripts/metal/set-efi-bbs.sh on any NCN. Find the script here, on GitHub.

Setting boot order

This section gives the procedure for setting the boot order on NCNs and the PIT node.

Setting the boot order with efibootmgr will ensure that the desired network interfaces and disks are in the proper order for booting.

The commands are the same for all hardware vendors, except where noted.

  1. Create a list of the desired IPv4 boot devices.

    Follow the section corresponding to the hardware manufacturer of the system:

    • Gigabyte Technology

      ncn/pit# efibootmgr | grep -iP '(pxe ipv?4.*adapter)' | tee /tmp/bbs1

    • Hewlett-Packard Enterprise

      ncn/pit# efibootmgr | grep -i 'port 1' | grep -i 'pxe ipv4' | tee /tmp/bbs1

    • Intel Corporation

      ncn/pit# efibootmgr | grep -i 'ipv4' | grep -iv 'baseboard' | tee /tmp/bbs1

  2. Create a list of the Cray disk boot devices.

    ncn/pit# efibootmgr | grep -i cray | tee /tmp/bbs2

  3. Set the boot order to first PXE boot, with disk boot as the fallback option.

    ncn/pit# efibootmgr -o $(cat /tmp/bbs* | awk '!x[$0]++' | sed 's/^Boot//g' | tr -d '*' | awk '{print $1}' | tr -t '\n' ',' | sed 's/,$//') | grep -i bootorder

  4. Set all of the desired boot options to be active.

    ncn/pit# cat /tmp/bbs* | awk '!x[$0]++' | sed 's/^Boot//g' | tr -d '*' | awk '{print $1}' | xargs -r -t -i efibootmgr -b {} -a

After following the steps above on a given NCN, that NCN will use the desired Shasta boot order.

This is the end of the Setting boot order procedure.

Trimming boot order

This section gives the procedure for removing unwanted entries from the boot order on NCNs and the PIT node.

This section will only advise on removing other PXE entries. There are too many vendor-specific entries beyond disks and NICs to cover in this section (e.g. BIOS entries, iLO entries, etc.).

In this case, the instructions are the same regardless of node type (management, storage, or worker):

  1. Make lists of the unwanted boot entries.

    • Gigabyte Technology

      ncn/pit# efibootmgr | grep -ivP '(pxe ipv?4.*)' | grep -iP '(adapter|connection|nvme|sata)' | tee /tmp/rbbs1
ncn/pit# efibootmgr | grep -iP '(pxe ipv?4.*)' | grep -i connection | tee /tmp/rbbs2

    • Hewlett-Packard Enterprise

      NOTE This does not trim HSN Mellanox cards; these should disable their OpROMs using the high speed network snippets.

      ncn/pit# efibootmgr | grep -vi 'pxe ipv4' | grep -i adapter |tee /tmp/rbbs1
ncn/pit# efibootmgr | grep -iP '(sata|nvme)' | tee /tmp/rbbs2

    • Intel Corporation

      ncn/pit# efibootmgr | grep -vi 'ipv4' | grep -iP '(sata|nvme|uefi)' | tee /tmp/rbbs1
ncn/pit# efibootmgr | grep -i baseboard | tee /tmp/rbbs2

  2. Remove them.

    ncn/pit# cat /tmp/rbbs* | awk '!x[$0]++' | sed 's/^Boot//g' | awk '{print $1}' | tr -d '*' | xargs -r -t -i efibootmgr -b {} -B

The boot menu should be trimmed down to contain only relevant entries.

This is the end of the Trimming boot order procedure.

Example boot orders

Each section shows example output of the efibootmgr command.

  • Master node (with onboard NICs enabled)

    BootCurrent: 0009
Timeout: 2 seconds
BootOrder: 0004,0000,0007,0009,000B,000D,0012,0013,0002,0003,0001
Boot0000* cray (sda1)
Boot0001* UEFI: Built-in EFI Shell
Boot0002* UEFI OS
Boot0003* UEFI OS
Boot0004* cray (sdb1)
Boot0007* UEFI: PXE IP4 Intel(R) I350 Gigabit Network Connection
Boot0009* UEFI: PXE IP4 Mellanox Network Adapter - B8:59:9F:34:89:62
Boot000B* UEFI: PXE IP4 Mellanox Network Adapter - B8:59:9F:34:89:63
Boot000D* UEFI: PXE IP4 Intel(R) I350 Gigabit Network Connection
Boot0012* UEFI: PNY USB 3.1 FD PMAP
Boot0013* UEFI: PNY USB 3.1 FD PMAP, Partition 2

  • Storage node (with onboard NICs enabled)

    BootNext: 0005
BootCurrent: 0006
Timeout: 2 seconds
BootOrder: 0007,0009,0000,0002
Boot0000* cray (sda1)
Boot0001* UEFI: Built-in EFI Shell
Boot0002* cray (sdb1)
Boot0005* UEFI: PXE IP4 Intel(R) I350 Gigabit Network Connection
Boot0007* UEFI: PXE IP4 Mellanox Network Adapter - B8:59:9F:34:88:76
Boot0009* UEFI: PXE IP4 Mellanox Network Adapter - B8:59:9F:34:88:77
Boot000B* UEFI: PXE IP4 Intel(R) I350 Gigabit Network Connection

  • Worker node (with onboard NICs enabled)

    BootNext: 0005
BootCurrent: 0008
Timeout: 2 seconds
BootOrder: 0007,0009,000B,0000,0002
Boot0000* cray (sda1)
Boot0001* UEFI: Built-in EFI Shell
Boot0002* cray (sdb1)
Boot0005* UEFI: PXE IP4 Intel(R) I350 Gigabit Network Connection
Boot0007* UEFI: PXE IP4 Mellanox Network Adapter - 98:03:9B:AA:88:30
Boot0009* UEFI: PXE IP4 Mellanox Network Adapter - B8:59:9F:34:89:2A
Boot000B* UEFI: PXE IP4 Mellanox Network Adapter - B8:59:9F:34:89:2B
Boot000D* UEFI: PXE IP4 Intel(R) I350 Gigabit Network Connection

Reverting changes

This procedure is only needed if wishing to revert boot order changes.

Reset the BIOS. Refer to vendor documentation for resetting the BIOS or attempt to reset the BIOS with ipmitool

NOTE When using ipmitool against a machine remotely, it requires more arguments:

read -s is used to prevent the password from being written to the screen or the shell history.

linux# USERNAME=root
linux# read -s IPMI_PASSWORD
linux# export IPMI_PASSWORD
linux# ipmitool -I lanplus -U $USERNAME -E -H <bmc-hostname>

  1. Reset BIOS with ipmitool

    ncn/pit# ipmitool chassis bootdev none options=clear-cmos

  2. Set next boot with ipmitool

    ncn/pit# ipmitool chassis bootdev pxe options=efiboot,persistent

  3. Boot to BIOS for checkout of boot devices

    ncn/pit# ipmitool chassis bootdev bios options=efiboot

This is the end of the Reverting changes procedure.

Locating USB device

This procedure explains how to identify USB devices on NCNs.

Some nodes very obviously display which device is the USB, other nodes (such as Gigabyte) do not.

Parsing the output of efibootmgr can be helpful in determining which device is a USB device. Tools such as lsblk, blkid, or kernel (/proc) may also be of use. As an example, one can sometimes match up ls -l /dev/disk/by-partuuid with efibootmgr -v.

  1. Display the current UEFI boot selections.

    ncn/pit# efibootmgr

    Example output:

    BootCurrent: 0015
Timeout: 1 seconds
BootOrder: 000E,000D,0011,0012,0007,0005,0006,0008,0009,0000,0001,0002,000A,000B,000C,0003,0004,000F,0010,0013,0014
Boot0000* Enter Setup
Boot0001  Boot Device List
Boot0002  Network Boot
Boot0003* Launch EFI Shell
Boot0004* UEFI HTTPv6: Network 00 at Riser 02 Slot 01
Boot0005* UEFI HTTPv6: Intel Network 00 at Baseboard
Boot0006* UEFI HTTPv4: Intel Network 00 at Baseboard
Boot0007* UEFI IPv4: Intel Network 00 at Baseboard
Boot0008* UEFI IPv6: Intel Network 00 at Baseboard
Boot0009* UEFI HTTPv6: Intel Network 01 at Baseboard
Boot000A* UEFI HTTPv4: Intel Network 01 at Baseboard
Boot000B* UEFI IPv4: Intel Network 01 at Baseboard
Boot000C* UEFI IPv6: Intel Network 01 at Baseboard
Boot000D* UEFI HTTPv4: Network 00 at Riser 02 Slot 01
Boot000E* UEFI IPv4: Network 00 at Riser 02 Slot 01
Boot000F* UEFI IPv6: Network 00 at Riser 02 Slot 01
Boot0010* UEFI HTTPv6: Network 01 at Riser 02 Slot 01
Boot0011* UEFI HTTPv4: Network 01 at Riser 02 Slot 01
Boot0012* UEFI IPv4: Network 01 at Riser 02 Slot 01
Boot0013* UEFI IPv6: Network 01 at Riser 02 Slot 01
Boot0014* UEFI Samsung Flash Drive 1100
Boot0015* UEFI Samsung Flash Drive 1100
Boot0018* UEFI SAMSUNG MZ7LH480HAHQ-00005 S45PNA0M838871
Boot1001* Enter Setup

  2. Set next boot entry.

    In the example above, the device is 0014 or 0015. An option is to guess it is the first one, and can correct this on-the-fly in POST. Notice the lack of Boot in the ID number given; If wanting to choose Boot0014 in the output above, pass 0014 to efibootmgr:

    ncn/pit# efibootmgr -n 0014

  3. Verify the BootNext device is what was selected:

    ncn/pit# efibootmgr | grep -i bootnext
BootNext: 0014

  4. Now the UEFI Samsung Flash Drive will boot next.

    Note There are duplicates in the list. During boot, the EFI boot manager will select the first one. If the first one is false, false entries can be deleted with efibootmgr -b 0014 -d.

This is the end of the Locating USB device procedure.