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X-Road installation instructions

Please note that this Ansible collection and the corresponding documentation is for creating a development-use X-Road system only.

1. Install Ansible

The playbooks require Ansible 2.4 or later. Using the latest stable version of Ansible is strongly recommended.

Install Ansible by following instructions at http://docs.ansible.com/ansible/intro_installation.html

2. Configuration options

Inventory

The hosts for X-Road servers must be listed in the used Ansible inventory (host-file). It is recommended to create your own host file in order to best facilitate further configuration of your installations.

The hosts directory contains examples of inventory host files that are used in the example commands provided in section 3 and section 4 (hosts/example_xroad_hosts.txt and hosts/lxd_hosts.txt). These files also contain a short description of the purpose of each group.

Host names in the file must be correct fully qualified host names because they are used in X-Road certificate generation and setting the hostname of the servers when installing. Do not use IP addresses.

You determine which servers are initialized by filling in the groups cs-servers, ss-servers, cp-servers and ca-servers. If you have no use for a specific server group, you can leave that group empty.

Note: Study the structure of the example host files carefully and model the group hierarchies that you wish to implement in your own inventory files. For example, the group [centos-ss] for CentOS-based security server LXD-containers is a child group to the security server group [ss-servers] and can be omitted entirely if you have no use for CentOS containers or are using the ee-variant.

Variant

When installing security servers, the Ansible playbooks use the configuration variable variant to select one of the available security server variants for installation. If no additional configurations have been made, the playbooks will install the vanilla variant. The three currently supported variants are:

  • vanilla - the basic non-country-specific version of X-Road
  • ee - the Estonian country variant, no RHEL variant package available
  • fi - the Finnish country variant

Country variants provide country-specific configuration options and dependencies in order to suit the X-Road instances and policies of their host countries. The vanilla variant provides an operational X-Road installation without any country-specific configurations. Vanilla configurations can be considered the default X-Road configurations.

The recommended place for defining a different variant is the inventory file. For example, the definition for the Finnish variant:

[ss-servers:vars]
variant=fi

While it is possible to define different variants for different security servers, it is worth noting that upgrading from one variant to another is not supported.

Package repository

Playbook xroad_init.yml uses package repositories for X-Road installations. The default repository configurations are:

  • for Ubuntu 14 DEB-packages deb https://artifactory.niis.org/xroad-release-deb trusty-current main
  • for Ubuntu 18 DEB-packages TBD - not yet released
  • for RHEL-packages https://artifactory.niis.org/xroad-release-rpm/rhel/7/current.

The used repository can be configured in vars_files/remote_repo.yml. The file contains repository and key variables for RHEL, Ubuntu 14 and Ubuntu 18.

Additional variables

Parameters such as the admin username and password or the CA server's distinguished name values can be configured using files in the group_vars directory. In the example provided in section 3 the configuration file matching the super group example is group_vars/example.yml.

The inventory file example_xroad_hosts.txt defines a host group

[example:children]
 cs-servers
 ss-servers
 cp-servers
 ca-server

containing all other X-Road server host groups in the inventory. Ansible searches for variables in group_vars/example.yml when initializing hosts from example group.

Username and password are also defined in the default variables of the xroad-base role. This definition will be used if no group vars or other higher precedence configurations for the same variables have been assigned.

3. Install X-Road using Ansible

Before running any playbooks, be sure to configure your inventory file to specify the composition of hosts for the X-Road installation. Also check the configuration section for additional configuration options.

The following command installs or updates all X-Road related packages to latest versions from package repositories for all hosts defined in the inventory file example_xroad_hosts.txt:

ansible-playbook -i hosts/example_xroad_hosts.txt xroad_init.yml

For repository configuration, check the detailed instructions in the repository configuration section.

4. Development using Ansible playbooks

Installing X-Road from locally built packages

Compile your own X-Road, build packages and install X-Road from your own packages using the playbook xroad_dev.yml.

First make sure that docker and docker-py are installed on the compilation machine. Docker is used for building DEB- and RHEL-packages.

ansible-playbook  -i hosts/example_xroad_hosts.txt xroad_dev.yml

This installs or updates all X-Road related packages to their latest versions using locally built X-Road packages (as long as compile-servers group in ansible inventory has the value localhost) for hosts defined in the inventory file example_xroad_hosts.txt. Package version names are formed using current git commit timestamp and hash. This means that

  • if you only make local changes without performing a git commit, package names and version numbers are not changed - and executing xroad_dev.yml playbook will not update the packages of an existing installation with the same git commit
  • if you perform a git commit (of any kind), all local modifications will be packaged and deployed using the new version number - and all local modifications (whether they were included in the commit or not) will be deployed

In short, to deploy made changes with package installation, a git commit must be made.

Partial compilation and deployment

For fast development, you can compile and update modules separately using the ansible playbook xroad_dev_partial.yml. For example, if you make a change to a Java or Ruby file under the module proxy-ui, use the following command to compile the WAR and deploy it to the existing security server installations.

ansible-playbook  -i hosts/example_xroad_hosts.txt   xroad_dev_partial.yml   -e selected_modules=proxy-ui

It is also possible to compile and update several modules (JARs or WARs). The following command compiles and updates JAR-files for modules common-util and signer and the WAR-file for module proxy-ui to the defined existing server installations.

ansible-playbook  -i hosts/example_xroad_hosts.txt   xroad_dev_partial.yml   -e selected_modules=common-util,proxy-ui,signer

This updates the selected modules (JARs or WARs) to ones compiled locally. No git commits are needed to see the changes.

The modules are listed under vars_files in dicts common_modules.yml, cs_modules.yml, cp_modules.yml and ss_modules.yml.

Note that the playbook xroad_dev_partial.yml only copies JARs and WARs to the appropriate locations on the servers and can only be used to update made changes to existing server installations. For the full, package-based installation, use xroad_dev.yml described in section 4.

Using LXD-hosts

On Linux it is possible to use the LXD-container hypervisor for fast testing and development.

First, make sure that you have LXD installed and configured as explained on https://linuxcontainers.org/lxd/getting-started-cli/. For example, on Ubuntu:

sudo apt-get install lxd

# Log in to the new group lxd (or logout/login)
newgrp lxd

# Configure lxd (use bridge network configuration and turn on nat)
sudo lxd init

An example of an LXD-specific host file can be found in hosts/lxd_hosts.txt. While it is possible to use and modify this file it is recommended to create your own host file to facilitate further configuration.

The playbook initializes LXD-containers according to the hosts defined in the inventory. The host for the LXD-containers themselves is defined with the group lxd-servers, normally localhost. After inventory configurations, Ansible playbooks can be used to deploy X-Road to the LXD-hosts much like with other inventories.

Install packages to local LXD-containers from the public repositories with:

ansible-playbook  -i hosts/lxd_hosts.txt xroad_init.yml

Install locally built X-Road packages to LXD-containers with:

ansible-playbook  -i hosts/lxd_hosts.txt xroad_dev.yml

Update module proxy-ui to an existing LXD-container X-Road installation with:

ansible-playbook  -i hosts/lxd_hosts.txt xroad_dev_partial.yml -e selected_modules=proxy-ui

Controlling the LXD operating system versions

By default xroad_dev.yml creates Ubuntu 18 and CentOS 7 containers. It is also possible to configure it to create other versions of operating systems. To do this, in groups_vars/all/vars.yml set variables centos_releasever and ubuntu_releasever. Out of the box there is support for CentOS 7, Ubuntu 14 and Ubuntu 18. Other versions may need additional tweaking of the Ansible scripts.

5. Test CA, TSA, and OCSP

While not themselves components provided by X-Road, certification and time stamping authorities are crucial to messaging within the system. More information on creating development-use CA, TSA and OCSP services here.