Setting Up Devices

Describes how to set up your Roving Edge Infrastructure devices.

Follow the instructions in this section to receive, inspect, and configure your Roving Edge Infrastructure devices for use in your environment. Perform the tasks described in this section on each device you receive.

Receiving and Inspecting Devices

When you take possession of your Roving Edge Infrastructure device, your device is updated to Customer received status in the Oracle Cloud Infrastructure Console for your tenancy.

Perform the following tasks when you first receive your Roving Edge Infrastructure devices, including inspecting the device and ensuring there has been no tampering.

  1. Visually inspect the Roving Edge Infrastructure device shipping container for any damage, tampering, or missing ties before opening it.

  2. Unpack and visually inspect each Roving Edge Infrastructure device for any tampering or damage.

    Report any damage or concerns to Oracle using a Service Request ticket.

Note

Do not connect or further handle a Roving Edge Infrastructure device you feel is damaged, compromised, or otherwise unacceptable.

Setting Up Terminal Emulation

Use the following guidance for setting up your terminal emulation.

Oracle recommends the following terminal emulation software depending on your host operating system:

  • PuTTY for Windows

  • ZOC for OS X

  • PuTTY or Minicom for Linux

Configure the following terminal emulator software settings:

  • Baud Rate: 115200

  • Emulation: VT102

  • Handshaking: Disabled/off

  • RTS/DTS: Disabled/off

Note

PuTTY does not allow you to configure all of these settings individually. However, you can configure the PuTTY default settings by selecting the Serial connection type and specifying "115200" for the Serial Line baud speed. This configuration is sufficient to use PuTTY as a terminal emulator for the appliance.

Connecting Devices to Your Network

After you receive your Roving Edge Infrastructure devices and they have passed inspection, connect them to your local network through the 10GBaseT RJ-45 Ethernet port. The intra-node network runs over the 100GbE QSFP28 ports connected to the internal switch.

You need a controlling host computer, such as a laptop, running terminal emulation software such as PuTTY to perform this task. See Setting Up Terminal Emulation.

  1. Connect the provided USB-to-DB-9 Ethernet cable from the Roving Edge Infrastructure device serial port to a controlling host using terminal emulation.

  2. Power up the device.

Operating the Serial Console

The Roving Edge Infrastructure device Serial Console contains the following commands:

  • Unlock Device: Use to unlock the device using an unlock passphrase obtained from the device's node resource in Oracle Cloud Infrastructure. See Unlocking Devices.

  • Change Passphrase: Use to update the device's unlocking passphrase. This passphrase is listed in the Details section of your node in the OCI Console.

  • Configure Networking: Use to configure IP address, subnet, and gateway for the device. You can also configure DNS, NTP, and the public IP pool range for Compute VM instances through this command. See Configuring Networking.

  • Show Status: Use to display the device software version, lock or unlock status, and other device information.

  • Show System Diagnostics: Use to display diagnostic information regarding the device's system attributes.

  • Shutdown Device: Use to shut down the device.

  • Reboot Device: Use the reboot the device.

  • Enter Safe-Mode: Contact support before using Safe-Mode, use when the storage is full resulting in write and/or read errors. At this storage capacity level the Compute service and other device operations are suspended. While in safe mode, you can remove items from object storage until the capacity is lower, preferably at 80% or less. See Avoiding Storage Overages Using Safe Mode.

  • Exit Safe-Mode: Use to take the device out of safe mode after you have lowered the device's storage capacity level. See Avoiding Storage Overages Using Safe Mode

  • Shred Key: Use to destroy or "shred" the master key of your device. Run this command if you believe the device's has been compromised or is unsafe and is likely to be compromised. See Shredding the Master Key

  • Recover Key: Use to recover a device whose key has been shredded and return it to service. See Recovering Your Device after Shredding the Master Key.

  • Reset Device: Use to reset the device, either to factory level (objects in object storage are deleted) or service level (objects in the object storage retained.). See Resetting Devices.

  • Advance Menu: Use to access additional menu commands:

  • Node Health: Use to monitor the storage health in Roving Edge Infrastructure device nodes. Storage health covers following components:

    • Block storage health

    • Object storage health

    • Storage backend services health

    • Disk health

    The health of a service on a device node is determined by the following classifications:

    • AVAILABLE: The service is available, and all components are functional.

    • WARNING: The service is still functional, but some minor issue is happening and we may need to pay attention.

    • DEGRADED: The service is partially functional and some components have issues.

    • UNAVAILABLE: The service is not responding or some components have critical issues which make the service not functional.

  • Diagnostics: Use to run tasks related to collecting diagnostics data related to Roving Edge Infrastructure device performance. You can collect the diagnostics data and forward it to Oracle for analysis. See Collecting Device Diagnosis Information.

  • Help: Use to display the online help for the Serial Console.

Configuring Linux Logical Volume Management

You can configure Linux logical volume management (LVM) for block storage on a Roving Edge Infrastructure device. See Understand And Use The Logical Volume Manager (LVM) On Oracle Linux for more information on LVM using Oracle Linux. See Overview of Block Volume for general information on how you can manage your block volumes.

When you enable LVM on a Roving Edge Infrastructure device, 400 GB of storage space on the device is automatically reserved for use by the block storage imaging service. Your total available storage space for block storage is reduced by 400GB.

Note

You can only enable and configure LVM on a Roving Edge Infrastructure device while it is in its initial locked state. After the device has been unlocked, you cannot make any LVM configuration changes, even if you subsequently re-lock the device.

  1. Using terminal emulation, select Show Status to view your device's status. Here you can confirm that your device is in a locked state.

  2. Return to the main Serial Console menu and select Advanced Menu > Storage Management.

    The following options appear:

    • Display LVM Configuration: Select to show the enabled (true) /disabled (false) status of LVM on the device, and also the percentage of the block storage allocated for LVM. Also displays the LVM volume type.

    • Enable LVM for Block Storage: Select to enable LVM for block storage on the device. When you select this option, you are prompted to enter the percentage of disk space reserved for block storage The percentage must be an integer between 20 and 80. This percentage is fixed after the device is unlocked.

      After entering the percentage, you are prompted to specify the LVM volume type:

      • High Performance: Provides high IO performance by striping data across multiple physical volumes.

      • Data Protection: Protects data against disk failure by 3-way mirroring. IO performance will be slower than the High Performance option.

      Make your choice and press enter. The LVM configuration goes into effect when you unlock the device. Select the Display LVM Configuration command to confirm that LVM is enabled on the block volume with the configuration you specified.

    • Disable LVM for Block Storage: Select to disable LVM for block storage on the device.

  3. Select the option you want and confirm your choice when prompted.

Configuring Networking

After you have entered your unlock passphrase and have full access to the Roving Edge Infrastructure device, configure its networking settings through your controlling host.

  1. Using terminal emulation, select the Configure the Network menu option. The following options appear:

    • Set Node IP Settings (Current Node Only): Use to set the node IP address, subnet mask, and default gateway.

    • Display Settings: Use to show the current network settings.

    • Set Public IP Pool Range for Compute Instances: Use to set the external IP address pool for Compute instances. IP addresses are being allocated from this pool when an instance is created with public IP address assigned to it. This operation removes current external IP address pool and replaces it with the ranges from the new input.

    • Display Public IP Pool Status: Use to show the current public IP pool range.

    • Control Network Ports: Use to enable or disable network ports.

    • Configure DNS: Use to configure the DNS servers for the current node control plane. Reboot the device for the DNS configurations you make take effect if device is already unlocked.

    • Configure Subnet Gateway: Use to configure the gateway for a given subnet. The destination can be the default IGW or a private IP Address. You can perform the following tasks:

      • Show Configuration: Use to show the current subnet gateway configuration. The output shows whether the destination is IGW or a private IP address for each subnet.

      • Update Configuration: Use to update the current subnet gateway configuration. For example:

        ---------------------------------------------------------------------------------------------
        Idx  Subnet CIDR      DNS Label     Gateway
        ---------------------------------------------------------------------------------------------
        1    10.0.1.0/24      Subnet-1      10.0.2.2
        2    10.0.2.0/24      Subnet-2      IGW
        3    10.0.3.0/24      Subnet-3      IGW
                                            
        Enter Subnet Index: 1
        Enter the gateway (IGW or private IP address) for this subnet:
    • Configure NTP: Use to perform the following NTP configuration tasks:

      • Display NTP Configuration: Use to configure external NTP servers. For example:

        Local Time and RTC
        Local time: Fri 2022-05-13 04:26:41 UTC
        Universal time: Fri 2022-05-13 04:26:41 UTC
        RTC time: Fri 2022-05-13 04:26:43
        Time zone: UTC (UTC, +0000)
        NTP enabled: n/a
        NTP synchronized: no
        RTC in local TZ: no
        DST active: n/a
      • Update NTP configuration: Use to identify the primary and secondary servers that set up the NTP configuration for the device.

    • Reset Network: Use to reset the network by erasing all the network configurations such as Node IP, Public pool, DNS, NTP, and Gateway.

    • Help: Use to display online help for the Network Configuration menu options.

    • Go Back: Use to return to the main Serial Console menu.

Unlocking Devices

By default, a Roving Edge Infrastructure device arrives in a locked state. After you have connected the device to your network, you must unlock the device using an unlock passphrase obtained from the device's node resource in Oracle Cloud Infrastructure. Also, anytime you reboot the device, it reverts to a locked state. Receiving a "Device is locked" message after trying to connect to an API endpoint is indicative that the device is in a locked state. Unlock the device to proceed.

Your device must be running and connected to your controlling host running terminal emulation software such as PuTTY to unlock the device. See Setting Up Terminal Emulation.

  1. Connect to the Oracle Cloud Infrastructure Console for your tenancy.

  2. Access the node request within the Roving Edge Infrastructure service.

  3. Locate the unlock passphrase, which is listed in the Details section of your node resource.

  4. Access the device using terminal emulation. See Setting Up Terminal Emulation for more information.

    You are prompted to provide the unlock passphrase.

  5. Enter the unlock passphrase.

    The device now accepts your commands.

Note

If your device is unexpectedly in a locked state, it might have accidentally rebooted. Check that your power connection is steady and not inadvertently causing device reboots.

Resetting Devices

You can reset your Roving Edge Infrastructure device to various levels. Use this feature if your device is not functioning correctly and you cannot recover it using regular troubleshooting operations such as rebooting.

Resetting your device affects its on-device services. If a service has been modified by a system upgrade, resetting the device reverts the service to its original version. All virtual machine (VM) instances, block and boot volumes, network configurations are deleted by resetting your device. The state of IAM service is also removed. The system prompts you for a new root password, and after that the IAM is reinitialized to the blank state with only the root user active.

Object storage contents are not automatically deleted in the same manner as the other services. When you perform a factory reset, you are prompted to select one of the following object storage options:

Your device must be running and connected to your controlling host running terminal emulation software such as PuTTY to reset the device. See Setting Up Terminal Emulation for more information.

  1. Using terminal emulation, select the Reset Device menu option. The following options appear:

    • Factory Reset: This option deletes all VM instances, boot volumes and block volumes on the device. All system upgrades are rolled back. All user information is deleted and a single root user is created. All objects in the object storage are deleted, including VM images and audit logs.

    • Service Reset: This option deletes all VM instances, boot volumes and block volumes on the device. All user information is deleted and a single root user is created. Objects in the object storage remain untouched.

    • Network Reset: This option resets the network configuration values to the factory default for items such as DNS servers. User-configured values, such as IP addresses are removed. See Configuring Networking after you reset the network to reestablish your networking.

  2. The following options appear:

  3. Enter the device passphrase when prompted. See Unlocking Devices for more information.

  4. Enter the new user root password when prompted.

Object storage contents are not automatically deleted in the same manner as the other services. When you perform a factory reset, you are prompted to select one of the following object storage options:

  • Preserve objects: Deletes all VM instances, boot volumes and block volumes on this device. All system upgrades are rolled back. All user information is deleted and a single root user is created. All objects in object storage remain untouched.

  • Do not preserve objects: Deletes all VM instances, boot volumes and block volumes on this device. All system upgrades are rolled back. All user information is deleted and a single root user is created. All objects in object storage are deleted.

Avoiding Storage Overages Using Safe Mode

Oracle recommends keeping the total storage capacity (object storage + block volume storage) on your Roving Edge Infrastructure devices at 80% or less if LVM is enabled. If LVM is not enabled, then keep the object storage capacity at 80% or less. See Using Logical Volume Management for more information.

When the storage is full, read and write errors can occur and storage operations cease. If this occurs, place your device in Safe Mode and remove items from object storage until the capacity is lower, preferably at 80% or less.

Your device must be running and connected to your controlling host running terminal emulation software such as PuTTY to place the device in Safe Mode. See Setting Up Terminal Emulation and Operating the Serial Console for more information.

  1. Using terminal emulation, select the Enter Safe-Mode menu option.

  2. Remove items from object storage. Oracle recommends keeping object storage levels at 80% or less.

  3. Select Exit Safe-Mode. After the Roving Edge Infrastructure device determines that its object storage capacity is below the 95% level, it returns to normal operation.

See Performance and Usage Thresholds for more information about monitoring and calculating object storage capacity on yourRoving Edge Infrastructure devices.

Managing the Banner

The serial device banner is a message that is displayed each time you attempt to log in to the device. Typically this message contains information regarding the nature of the device, including any rules and restrictions for its use. By default, the banner consists of the following message:
You are accessing a U.S. Government (USG) Information System (IS) that is
provided for USG-authorized use only. By using this IS (which includes any
device attached to this IS), you consent to the following conditions:
-The USG routinely intercepts and monitors communications on this IS for
purposes including, but not limited to, penetration testing, COMSEC monitoring,
network operations and defense, personnel misconduct (PM), law enforcement
(LE), and counterintelligence (CI) investigations.
-At any time, the USG may inspect and seize data stored on this IS.
-Communications using, or data stored on, this IS are not private, are subject
to routine monitoring, interception, and search, and may be disclosed or used
for any USG-authorized purpose.
-This IS includes security measures (e.g., authentication and access controls)
to protect USG interests--not for your personal benefit or privacy.
-Notwithstanding the above, using this IS does not constitute consent to PM, LE
or CI investigative searching or monitoring of the content of privileged
communications, or work product, related to personal representation or services
by attorneys, psychotherapists, or clergy, and their assistants. Such
communications and work product are private and confidential. See User
Agreement for details.

You can run different commands regarding the device banner, including changing the message.

  1. Using terminal emulation, select the Advanced Menu > Banner Management menu option. The following options appear:

    • Display Banner: Use to display the current banner information.

    • Update Banner: Use the create a new banner message. Enter the message you want to replace the current banner.

    • Disable/Enable Banner: Use to disable the banner, or re-enable the banner if it is currently disabled. If the banner is disabled, you are promoted to enter your password when you attempt to log into the device with no banner message appearing.

    • Reset Banner: Use to revert the existing banner message to the default one that came with the device.

  2. Enter you option choice and continue.

Managing the Network

You can manage various device network capabilities from the Serial Console.

  1. Using terminal emulation, select the Advanced Menu > Network Management menu option. The following options appear:

    • MACsec Status: Use to show the current status of the network connection over MACsec. If the status isn't OK, the device attempts to repair the MACsec connection by flapping the interface.

    • Internet Gateway Status: Use to show which internet gateways (IGWs) are active and how the connection from on-premises flows for instances on nodes without an IGW.

    • VNIC Information Table: Use to show detailed information (IP, DNS Name, Attachment information) about all the VNICs that have been created on the system.

    • Diagnostic Commands: Use to run diagnostics commands from the Serial Console to help troubleshoot network connectivity issues. Currently, Roving Edge Infrastructure supports the Ping and Traceroute commands.

  2. Enter you option choice and continue.

Managing Your Password

You can manage the number of password attempts allowed in the Serial Console.

  1. Using terminal emulation, select the Advanced Menu > Network Management menu option. The following option appears:

    No. of attempts before key is shredded (Default:10)

  2. Select this option. The following option appears:

    Enter number of unlock attempt allowed (between 3 and 100)

  3. Enter the number of attempts the user can try to unlock the device before they are prevented from any further tries. The number of attempts can be between 3 and 100. If you do not provide a value, the default number 10 is used.
When you attempt to login and provide an incorrect password, a message similar to the following appears:
Enter the passphrase to unlock the screen: ****
*** 1 failed attempt out of 4 allowed attempts. Once failed attempt reach 4, data access will be lost. ***
Error: The passphrase is incorrect!
If you reach your final attempt before you exceed the number of attempts allowed, a message similar to the following appears:
*** Next failed attempt will shred the unlock key and data access to this device will be lost. Used 3 attempts out 4 allowed attempts. ***
Error: The passphrase is incorrect!
Note

You can test this feature after specifying the number by waiting for the screen timeout (900 seconds) to occur and the screen becomes locked. Try logging in using an incorrect password and view the result. Make sure you do not exceed your number of tries allowed, or you will lose your passphrase.

Managing Your System Upgrades

You can disable your Roving Edge Infrastructure device's ability to have its system upgraded in a disconnected environment using the Serial Console. Disable the disconnected upgrade by discarding the signing public key. You can also display the device's signing public key.

  1. Using terminal emulation, select the Advanced Menu > System Upgrade Management menu option. The following options appear:

    • Disable Disconnected Upgrade: Use to disable the disconnected upgrade feature by discarding the public signing key. See Device Software Management for general information.

      Note

      This is an irreversible action. You cannot perform a disconnected upgrade until the key is restored by connecting back to Oracle Cloud Infrastructure. Do not perform this operation unless advised by Oracle to discard the upgrade bundle signing public key.

    • Display Signing Public Key: Use to display the public key corresponding to the private key that was used to sign the disconnected upgrade bundle.

  2. Enter you option choice and continue.

Managing Your Device's Storage

You can view and management your Roving Edge Infrastructure device's storage capabilities.

  1. Using terminal emulation, select the Advanced Menu > Storage Management menu option. The following options appear:

    • Display LVM Configuration: Use to view whether LVM is enabled (true) or not (false) for the block volumes.

  2. Select this option and continue.

Displaying the Serial Encryption Key

There are times when you need to access the encryption key from the Roving Edge Infrastructure device through the Serial Console. For example, if you are encrypting a downloaded diagnosis bundle that you are preparing to forward to Oracle for analysis.

  1. Using terminal emulation, select the Diagnostics menu option. The Diagnostics Menu appears.

  2. Select Show Diagnostics Bundle Encryption Key. The encryption key is displayed.

  3. Record the key for use as needed.