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Install Paragon Automation

This topic describes the steps you must perform to install Paragon Automation using an OVA (or OVF and .vmdk) bundle.

You (system administrator) can install Paragon Automation by downloading an OVA bundle. Use the OVA bundle to deploy the node virtual machines (VMs) on one or many VMware ESXi servers. Alternatively, extract the OVF and .vmdk files from the OVA bundle and use the files to deploy the node VMs. Paragon Automation runs on a Kubernetes cluster with at least three primary and worker nodes and one worker-only node. The installation is air-gapped but you need Internet access to download the OVA bundle to your computer.

If you are installing from a remote machine, you can instead create a local desktop installer VM, either on the same server where you want to install Paragon Automation or on a different server. The local desktop installer VM can be a basic Ubuntu desktop VM. This avoids having to download the files into your remote machine, and then running the installation from the remote machine. This is described in the Prepare the Nodes section.

To install Paragon Automation, you must create the node VMs using the downloaded OVA (or OVF and .vmdk) files. The software download files come prepackaged with the base OS and all packages required to create the VMs and deploy your Paragon Automation cluster. The VMs have Ubuntu 22.04.4 LTS (Jammy Jellyfish) Linux base OS.

Once the VMs are created, you must configure each VM in the same way. When all the VMs are configured and prepared, you deploy the Paragon Automation cluster. You can deploy the cluster using Paragon Shell.

Figure 1 illustrates the Paragon Automation installation process at a high-level.

Figure 1: Installation Process Installation Process
Note:

You create the VMs directly using the OVA (or OVF and .vmdk) bundle. You do not need to create the VMs separately with any running software (for example, Ubuntu), or explicitly create interfaces, install Docker separately and so on. These are all automatically created and configured when you create the VMs using the OVA (or OVF and .vmdk) bundle.

To prepare the VMs, perform the following steps.

Prepare the Nodes

To prepare the nodes you must create and configure the VMs.

  1. Download the Paragon Automation Installation OVA file from the Juniper Paragon Automation software download site. The OVA is used to create the node VMs and deploy your cluster.

    Note that the actual filename will include the release date in it, such as paragon-2.2.0-builddate.ova.

    The file is large in size, and it might take considerable time to download it and then create the VMs from your computer. So, we recommend that you create a local installer VM, which can be a basic Ubuntu desktop VM, either on the same server where you want to install Paragon Automation or on a different server. You must be able to download the OVA file to this local installer VM and you must have enough space on the VM to store the file. Configure connectivity to the management IP addresses of the servers as show in Figure 2.

    Figure 2: Local Installer VM to download the OVA/OVF files Local Installer VM to download the OVA/OVF files
  2. (Optional) Validate the integrity of the OVA file. If you are using an Ubuntu desktop, use the following command:

    Verify that the number displayed onscreen is the same as the SHA512 checksum number available on the Juniper Paragon Automation software download site. Click Checksums to view the valid SHA512 checksum.

  3. After verifying the integrity, create the node VMs. You can use the OVA as it is to create the VMs.

    Alternatively, extract and use the OVF and .vmdk files from the OVA to create your VMs. To extract the files, use the following command:

    If your installation desktop is running Windows, you can download and use the tar utility from https://gnuwin32.sourceforge.net/packages/gtar.htm to extract the files.

    Note:

    If you are using a stand-alone ESXi 8.0 server without vCenter, due to a limitation of the VMware host client, you cannot upload large OVA files to the client. In such cases, you must extract and use the OVF, .vmdk, and .nvram files to create your VMs.

  4. From your Web browser, connect and log in to the VMware ESXi 8.0 server where you will install Paragon Automation.

    If you are using a local installer VM, use the browser in the VM to connect to the VMware ESXi server.

  5. Create the node VMs.

    Perform the following steps to create the VMs.

    1. Right-click the Host icon and select Create/Register VM.

      The New virtual machine wizard appears.

    2. On the Select creation type page, select Deploy a virtual machine from an OVF or OVA file.

      Click Next.

    3. On the Select OVF and VMDK files page, enter a name for the node VM.

      Click to upload or drag and drop the OVA file (or the OVF and .vmdk files).

      Review the list of files to be uploaded and click Next.

    4. On the Select storage page, select the appropriate datastore that can accommodate 300-GB SSD for the node VM. Note that SSD is mandatory.

      Click Next. The extraction of files takes a few minutes.

    5. On the Deployment options page:

      • Select the virtual network to which the node VM will be connected.

      • Select the Thick disk provisioning option.

      • Enable the VM to power on automatically.

      Click Next.

    6. On the Ready to complete page, review the VM settings.

      Click Finish to create the node VM.

      Note:

      If you used the OVF and .vmdk files to create your VMs and the VM creation failed, retry creating the VMs with the .nvram file. On step 5.c, upload the .nvram file along with the OVF and .vmdk files. For standalone ESXi 8.0 servers without vCenter, you must upload the .nvram file as well.

    7. To power on the VM, right-click the newly created VM on the Inventory page, and click Power > Power on.

    8. Repeat steps 5.a through 5.g for the other three node VMs.

      Alternatively, if you are using VMware vCenter, you can right-click the VM, and click the Clone > Clone to Virtual Machine option to clone the newly created VM. Clone the VM three times to create the remaining node VMs.

      Enter appropriate VM names when prompted.

    9. (Optional) Verify the progress of the VM creation in the Recent tasks section at the bottom of the page. When a VM is created, it appears in the VMware Host Client inventory under Virtual Machines.

    10. When all the VMs have been created, verify that the VMs have the correct specifications and are powered on.

  6. Configure the node VMs.

    When all the node VMs are created, perform the following steps to configure the VMs.

    1. Connect to the node VM Web console of the first VM. You are logged in as root automatically.

    2. You are prompted to change your password immediately. Enter and re-enter the new password. You are automatically logged out of the VM.

      Note:

      We recommend that you enter the same password for all the VMs. If you configure different passwords for the VMs, enter the different passwords correctly when requested to Generate SSH keys for the cluster nodes when deploying the cluster.

    3. When prompted, log in again as root user with the newly configured password.

    4. Configure the following information when prompted.

      Table 1: VM Configuration Wizard

      Prompt

      Action

      Do you want to set up a Hostname? (y/n)

      Enter y to configure a hostname.

      Please specify the Hostname

      Enter an identifying hostname for the VM. For example: Primary1. The hostname should be under 64 characters and can include alphanumeric and some special characters.

      If you do not enter a hostname, a default hostname in the format controller-<VM-IP-address-4th-octet> is assigned.

      Note:

      Since you are deploying the cluster from one node and entering the IP addresses of the other nodes during the cluster configuration process, the roles are assigned automatically. The first three nodes to be configured are the primary and worker nodes and the last node is the worker-only node.

      The hostnames (and whether or not they match the role of the node), will not affect the operations of the cluster. However, for management purposes, we recommend that you pay attention to how you name the nodes and the order in which you entered their addresses during the cluster creation steps.

      We do not support changing the hostname after the cluster has been installed.

      Do you want to set up Static IP (preferred)? (y/n)

      Enter y to configure an IP address for the VM.

      Please specify the IP address in CIDR notation

      Enter the IP address in the CIDR notation. For example, 10.1.2.3/24.

      Note:

      If you enter 10.1.2.3 instead of 10.1.2.3/24, you will see an Invalid IP address error message.

      Please specify the Gateway IP

      Enter the gateway IP address.

      Please specify the Primary DNS IP

      Enter the primary DNS IP address.

      Please specify the Secondary DNS IP

      Enter the secondary DNS IP address.

      Do you want to set up IPv6? (y/n)

      Enter y to configure IPv6 addresses.

      If you don't want to configure IPv6 addresses, enter n and proceed to Step 6.e.

      Please specify the IPv6 address in CIDR notation

      Enter the IPv6 address in the CIDR notation. For example, 2001:db8:1:2::3/64.

      Note:

      If you enter 2001:db8:1:2::3 instead of 2001:db8:1:2::3/64, you will see an Invalid IP address error message.

      Please specify the Gateway IPv6

      Enter the gateway IPv6 address.

      Please specify the Primary DNS IPv6

      Enter the primary DNS IPv6 address.

      Please specify the Secondary DNS IPv6

      Enter the secondary DNS IPv6 address.

    5. When prompted if you are sure to proceed, review the information displayed, type y and press Enter.

    6. You are logged into Paragon Shell.

    7. Repeat steps 6.a through 6.f for the other three VMs.

  7. (Optional) Before you proceed to deploy the cluster, verify that the NTP server(s) is reachable. On any one of the cluster nodes, type start shell. At the # prompt, ping the server using the ping ntp-servers-name-or-address command. If the ping is unsuccessful, use an alternate NTP server.

You have completed the node preparation steps and are ready to deploy the cluster.

Deploy the Cluster Using Paragon Shell

Perform the following steps to deploy the Paragon Automation cluster using Paragon Shell CLI.

  1. Go back to the first node VM (Primary1). If you have been logged out, log in again as root with the previously configured password. You are placed in Paragon Shell operational mode.

  2. To configure the cluster, enter the configuration mode in Paragon Shell.

  3. Configure the following cluster parameters.

    Where:

    The IP addresses of kubernetes nodes with indexes 1 through 4 must match the static IP addresses that are configured on the node VMs. The Kubernetes nodes with indexes 1,2, and 3 are the primary and worker nodes, the node with index 4 is the worker-only node.

    ntp-servers is the NTP server to synchronize to.

    web-admin-user and web-admin-password are the e-mail address and password that the first user can use to log in to the Web GUI.

    ingress-vip is the VIP address for generic common ingress and is used to connect to the Web GUI.

    test-agent-gateway-vip is the VIP address for the Paragon Active Assurance Test Agent gateway (TAGW).

    The VIP addresses are added to the outbound SSH configuration that is required for a device to establish a connection with Paragon Automation.

  4. Configure the PCE server VIP address.

    Where:

    pce-server-vip is the VIP address that is used by the PCE server to establish Path Computational Element Protocol (PCEP) sessions between Paragon Automation and the devices.

    Note:

    Configure the PCE server VIP address to view your network topology updates in real-time.

    You can also configure the VIP address at any time post cluster deployment. For information on how to configure the PCE server VIP address after cluster deployment, see Configure a PCE Server.

  5. (Optional) Configure IPv6 addresses.

    Where:

    cluster-ipv6-enabled enables usage of IPv6 addresses for the cluster making the cluster dual-stack.

    ingress-vip-ipv6 is the IPv6 VIP address for generic common ingress and is used to connect to the Web GUI.

    test-agent-gateway-vip-ipv6 is the IPv6 VIP address for the Active Assurance TAGW.

    prefer-ipv6 configures preference for IPv6 addresses over IPv4 addresses. When set to true, and if hostnames are not configured, IPv6 VIP addresses are added to the outbound SSH configuration.

  6. If you want to configure hostnames for generic ingress and Paragon Active Assurance TAGW, configure the following:

    Where:

    system-hostname is the hostname for the generic ingress virtual IP (VIP) address.

    test-agent-gateway-hostname is the hostname for the Paragon Active Assurance TAGW VIP address.

    When you configure hostnames, the hostnames take precedence over VIP addresses and are added to the outbound SSH configuration. The hostnames can resolve to either IPv4 or IPv6 VIP addresses or both.

  7. (Optional) Configure the following settings for SMTP-based user management.

    Where:

    smtp-allowed-sender-domains are the e-mail domains from which Paragon Automation sends e-mails to users.

    smtp-relayhost is the name of the SMTP server that relays messages.

    smtp-relayhost-username (optional) is the username to access the SMTP (relay) server.

    smtp-relayhost-password (optional) is the password for the SMTP (relay) server.

    smtp-allowed-sender-domains are the e-mail domains from which Paragon Automation sends e-mails to users.

    smtp-sender-email is the e-mail address that appears as the sender's e-mail address to the e-mail recipient.

    smtp-sender-name is the name that appears as the sender’s name in the e-mails sent to users from Paragon Automation.

    papi-local-user-management enables or disables local user management.

    mail-server smtp-enabled enables or disables SMTP.

    Note:

    SMTP configuration is optional at this point. SMTP settings can be configured after the cluster has been deployed also. For information on how to configure SMTP after cluster deployment, see Configure SMTP Settings in Paragon Shell.

  8. (Optional) Install custom user certificates. Note, before you install user certificates, you must copy the custom certificate file and certificate key file to the Linux root shell of the node from which you are deploying the cluster. Copy the files to the /root/epic/config folder.

    Where:

    user-certificate-filename is the user certificate filename.

    user-certificate-key-filename is the user certificate key filename.

    Note:

    Installing certificates is optional at this point. You can configure Paragon Automation to use custom user certificates after cluster deployment also. For information on how to install user certificates after cluster deployment, see Install User Certificates.

  9. Commit the configuration and exit configuration mode.

  10. Generate the configuration files.

    The inventory file contains the IP addresses of the VMs.

    The config.yml file contains minimum Paragon Automation cluster configuration parameters that are required to deploy a cluster.

    The request paragon config command also generates a config.cmgd file in the config directory. The config.cmgd file contains all the set commands that you executed in 3. If the config.yml file is inadvertently edited or corrupted, you can redeploy your cluster using the load set config/config.cmgd command in the configuration mode.

  11. Generate SSH keys on the cluster nodes.

    When prompted, enter the SSH password for the VMs. Enter the same password that you configured to log in to the VMs.

    Note:

    If you have configured different passwords for the VMs, ensure that you enter corresponding passwords when prompted.

  12. Deploy the cluster.

    The cluster deployment begins and takes over an hour to complete.

    Note:

    If deployment does not start, check the contents of the inventory and config.yml files in the /root/epic/config folder in the Linux root shell. If the contents of the files are empty or incorrect, reboot the node using the shutdown -r now command. Once the node is back online, log in to rerun the request paragon config command from Paragon Shell and reattempt to deploy the cluster using request paragon deploy cluster.

  13. (Optional) Monitor the progress of the deployment onscreen.

    The progress of the deployment is displayed. Deployment is complete when you see an output similar to this onscreen.

    Alternatively, if you did not choose to monitor the progress of the deployment onscreen using the monitor command, you can view the contents of the log file using the file show /epic/config/log command. The last few lines of the log file must look similar to the sample output. We recommend that you check the log file periodically to monitor the progress of the deployment.

  14. Upon successful completion of the deployment, the application cluster is created. Log out of the VM and log in again to Paragon Shell.

    The console output displays the Paragon Shell welcome message and the IP addresses of the four nodes (called Controller-1 through Controller-4), the Paragon Active Assurance TAGW VIP address, the Web admin user e-mail address, and Web GUI IP address. If IPv6 addresses are configured, the welcome message displays the IPv6 VIP addresses as well.

    The CLI command prompt displays your login username and the node hostname that you configured previously. For example, if you entered Primary1 as the hostname of your primary node, the command prompt is root@Primary1 >.

Figure 3 illustrates a Paragon Automation cluster post-installation.

Figure 3: Paragon Automation Cluster Paragon Automation Cluster
Note:

If you are accessing the Web GUI from an external IP address, outside the Paragon Automation network, you must use NAT to map the external IP address to the Web GUI IP address.

You can now verify the cluster deployment and log in to the Web GUI. See Log in to the Web GUI.

Log in to the Web GUI

After the cluster has been deployed, you can verify the deployment (optionally), and log in to the Web GUI using the information you entered during the deployment.

  1. (Optional) Verify the deployment.

    1. Verify cluster details.

    2. Verify cluster node details.

  2. Log in to the Web GUI.

    1. Enter the common ingress VIP address in a Web browser to access the Paragon Automation login page. The common ingress IP address, that you configured during installation, can be either IPv4 or IPv6. The URLs to the UI is displayed on your console welcome message after the cluster deployment is complete.

      To use the IPv4 address to connect to the Web GUI, enter https://ingress-vip in the URL. For example, https://10.1.2.7.

      To use the IPv6 address to connect to the Web GUI, enter https://[ingress-vip-ipv6] in the URL. Ensure that you enclose the IPv6 address within square brackets. For example, https://[2001:db8:1:2::7].

      Alternatively, if you have configured hostnames, enter https://ingress-vip-dns-hostname to connect to the Web GUI.

    2. Enter the Web admin user e-mail and password that you configured previously to log in to Paragon Automation. The Web admin user e-mail is also displayed on your console after the cluster deployment is complete.

      You are logged in to the Paragon Automation GUI and are directed to the New Account page from where you can create a new Organization. For more information, see User Activation and Login.

For a list of cluster-related tasks that you can perform using Paragon Shell post installation of the Paragon Automation cluster, see Post Installation Tasks.