# Patent

## Title
Systems and methods for providing configuration management services from a provisioning server

## Abstract

A provisioning server can perform configuration management services on target machines served by the provisioning server. The provisioning server can maintain a set of management templates. The set of management templates can be utilized to generate management configuration files for target machines. The management configuration files, generated from the management templates, can cause the target machines to operate according to a defined role (e.g. web server, client device, application server, etc.). To enable configuration management services, the provisioning server can associate the management templates with provisioning objects (e.g. profiles, provisioning templates, system records, etc.).

## Background
FIELD
This invention relates generally to software provisioning. In particular, the invention relates to systems and methods for software provisioning and configuration management.
DESCRIPTION OF THE RELATED ART
Software provisioning is the process of selecting a target machine, such as a server, loading the appropriate software (operating system, device drivers, middleware, and applications), and customizing and configuring the system and the software to make it ready for operation. Software provisioning can entail a variety of tasks, such as creating or changing a boot image, specifying parameters, e.g. IP address, IP gateway, to find associated network and storage resources, and then starting the machine and its newly-loaded software. Typically, a system administrator will perform these tasks using various tools because of the complexity of these tasks. Unfortunately, there is a lack of provisioning control tools that can adequately integrate and automate these tasks.
For a network of computing systems, the network will include, in addition to install servers, other management systems to track the systems and devices of the network. Typically, the install servers and the other management systems are unaware of the processes performed by each. Thus, it can be difficult to maintain consistency in the network because both the install servers and the management systems change and alter the computing systems and devices of the network.



BRIEF DESCRIPTION OF THE DRAWINGS
Various features of the embodiments can be more fully appreciated, as the same become better understood with reference to the following detailed description of the embodiments when considered in connection with the accompanying figures, in which:
FIG. 1 illustrates an overall provisioning environment in which various embodiments of the present teachings can be practiced;
FIG. 2 illustrates the overall provisioning environment in which a provisioning server can perform configuration management services, according to various embodiments;
FIG. 3 illustrates an exemplary hardware configuration for a provisioning server, according to various embodiments; and
FIG. 4 illustrates a flowchart for providing provisioning processes and configuration management, according to various embodiments.



DETAILED DESCRIPTION OF EMBODIMENTS
For simplicity and illustrative purposes, the principles of the present invention are described by referring mainly to exemplary embodiments thereof. However, one of ordinary skill in the art would readily recognize that the same principles are equally applicable to, and can be implemented in, all types of information and systems, and that any such variations do not depart from the true spirit and scope of the present invention. Moreover, in the following detailed description, references are made to the accompanying figures, which illustrate specific embodiments. Electrical, mechanical, logical and structural changes may be made to the embodiments without departing from the spirit and scope of the present invention. The following detailed description is, therefore, not to be taken in a limiting sense and the scope of the present invention is defined by the appended claims and their equivalents.
Embodiments of the present teachings relate to systems and methods for providing provisioning processes in concert with configuration management services in a software provisioning environment. More particularly, a provisioning server can be configured to perform configuration management services on target machines served by the provisioning server.
According to embodiments, the provisioning server can be configured to maintain a set of management templates. The set of management templates can be utilized to generate management configuration files for target machines. The management configuration files, generated from the management templates, can be configured to cause the target machines to operate according to a defined role (e.g. web server, client device, application server, etc.). To enable configuration management services, the provisioning server can be configured to associate the management templates with provisioning objects (e.g. profiles, provisioning templates, system records, etc.).
According to embodiments, the provisioning server can be configured to include a configuration management engine. The configuration management engine can be configured to perform the configuration management processes based on the management templates. For example, to perform configuration management on a particular target machine, the configuration management engine can be configured to identify a management template associated with the particular target machine or provisioning object associated with the particular target machine. The configuration management engine can be configured to retrieve the associated management template and generate a management configuration file based on the associated management template. The provisioning server can be configured to provide the generated management configuration file to the particular target machine.
According to embodiments, the provisioning server can be configured to provide scripts, commands, and/or code in addition to the management configuration file. The scripts, commands, and/or code can be configured to instruct the target machines to implement or execute the management configuration file.
According to embodiments, the provisioning server can be configured to provide the configuration management services prior to, during, and after provisioning processes. For example, when a particular target machine is provisioned according to a provisioning object, the provisioning server can be configured to invoke the configuration management engine in order to generate a configuration file for the particular target machine according to the associated management template. Likewise, when the specific configuration of a management template is altered or updated, the provisioning server can be configured to invoke the configuration management engine to generate a new or updated configuration file for the particular target machines associated with the management template.
By linking provisioning objects with the management templates, the provisioning server can ensure that target machines in the software provisioning environment are configured to operate according to their desired function without the need for other configuration management systems. Additionally, the provisioning server can ensure that target machines remain in sync with changes to configurations. As such, the provisioning server can seamlessly maintain consistency between the provisioning processes and the configuration management services.
FIG. 1 illustrates an overall provisioning environment 100, in systems and methods for the execution, management, and monitoring of software provisioning, according to exemplary aspects of the present disclosure. Embodiments described herein can be implemented in or supported by the exemplary environment illustrated in FIG. 1. The provisioning environment 100 provides a unified provisioning environment, which comprehensively manages the tasks related to software provisioning.
In particular, the provisioning environment 100 can manage software provisioning using a hierarchy of commands. In exemplary embodiments, the hierarchy can include at least four levels of commands. The lowest level in the hierarchy can comprise distribution commands, which primarily handle base operating system specific tasks of provisioning. The second level can comprise profile commands, which associate a configuration file, such as a kickstart file for Linux or other operating system, with a distribution and optionally allow for customization. The third level comprises system commands, which associate remote systems that are involved with the provisioning of the software. The fourth level comprises repository commands, which address configurations and tasks related to updating the software, remote installation procedures, and optionally customizing the software.
The provisioning environment 100 provides several capabilities and advantages over the known provisioning solutions. For example, the present invention is capable of handling a variety of forms of installations, such as preboot execution environment (“PXE”), virtualization, re-installations, and image installations.
In exemplary aspects, the provisioning environment 100 enables integrating virtualization into a PXE provisioning infrastructure and provides several options to reinstall running machines as well. The provisioning environment 100 can integrate mirroring of package repositories with the provisioning process, so that a provisioning server may serve as a central mirror point of contact for all of an organization's software needs. In aspects, a set of remote mirrored repositories can automatically be used by provisioned systems without additional setup.
Reference will now be made in detail to the exemplary aspects the provisioning environment 100. The provisioning environment 100 can be applied to provisioning any form of software, such as Windows systems, UNIX systems, and Linux systems. In the exemplary description that follows, FIG. 1 is presented to explain the provisioning environment 100 for provisioning software, such as Linux, and Linux based software, such as Fedora and Red Hat Enterprise Linux by Red Hat, Inc.
In provisioning of software such as Linux, many system administrators use what is known as the “kickstart” installation method. Kickstart files are files that specify the intended configuration of the software being provisioned. Kickstart files can be kept on a server and can be read by individual computers during the installation. This installation method allows the use of a single or relatively few standard kickstart files to install Linux on multiple machines, making it ideal for network and system administrators.
The kickstart file can be a simple text file, containing a list of items, each identified by a keyword. In general, a kickstart file can be edited with any text editor or word processor that can save files as ASCII text. One skilled in the art will recognize that the present invention may be applied to non-kickstart files in software provisioning. For example, configuration files such as AutoYAST Answer files used in Novell SuSe Linux and Sun Solaris Jumpstart files may also be used by the provisioning environment 100.
Typically, a kickstart file can be copied to the boot disk, or made available on the network. The network-based approach is most commonly used, as most kickstart installations for software provisioning, such as Linux systems, tend to be performed via a network using NFS, FTP, or HTTP on networked computers. Administrators also find it desirable that kickstart installations can be performed using a local CD-ROM, or a local hard drive.
Using kickstart files, a system administrator can create a single file containing the parameters that are needed to complete a typical software installation. For example, kickstart files specify parameters related to: language selection; mouse configuration; keyboard selection; boot loader installation; disk partitioning; network configuration; NIS, LDAP, Kerberos, Hesiod, and Samba authentication; firewall configuration; and package selection.
According to exemplary aspects illustrated in FIG. 1, the provisioning environment 100 can include a provisioning server 102, a code repository 104 which provides access to distributions 106 and 108, a set of installation templates 110, a set of exception plugins 112, a helper client 114 running on target machines 116 in a network 115, a provisioning database 120 which comprises a distribution tree list 122 and template list 124. Each of these components will now be further described.
The provisioning server (from herein referred to as a “cobbler”) 102 is responsible for: serving as an extensible markup language remote procedure call (XMLRPC) handler; linking to or mirroring install distribution trees and a configuration database; hosting kickstart templates; hosting plugins; generating installation images, and the like. The cobbler server 102 can be implemented as software, such as Python code, installed on a boot server machine and provide a command line interface for configuration of the boot server. In addition, the cobbler server 102 can make itself available as a Python application programming interface (API) for use by higher level management software (not shown). The cobbler server 102 supports provisioning via PXE, image (ISO) installation, virtualization, re-provisioning. As will be described later, the last two modes are performed with the assistance of a helper client 114.
The code repository 104 is responsible for hosting distributions 106 and 108. The code repository 104 can be implemented using well known components of hardware and software. Additionally, the code repository 104 can include one or more repositories hosting distributions. The distributions 106 and 108 can include bundles of software that are already compiled and configured. The distributions 106 and 108 may be in the form of either rpm, deb, tgz, msi, exe formats, and the like. For example, as Linux distributions, the distributions 106 and 108 are bundles of software that comprise the Linux kernel, the non-kernel parts of the operating system, and assorted other software. The distributions 106 and 108 can take a variety of forms, from fully-featured desktop and server operating systems to minimal environments.
In exemplary aspects, the installation templates 110 are any data structure or processing element that can be combined with a set of installation configurations and processed to produce a resulting configuration file, such as a kickstart file.
In exemplary aspects, exception plugins 112 are software that interact with cobbler server 102 to customize the provisioning of software. In general, the exception plugins 112 are intended to address infrequent customization needs.
In exemplary aspects, the helper client (known as “koan”, which stands for “kickstart-over-a-network”) 114 can assist the cobbler server 102 during the provisioning processes. The koan 114 can allow for both network provisioning of new virtualized guests and destructive provisioning of any existing system. When invoked, the koan 114 can request profile information from a remote boot server that has been configured with the cobbler server 102. In some aspects, what the koan 114 does with the profile data depends on whether it was invoked with -virt or -replace-self.
In exemplary aspects, the koan 114 can enable replacing running systems as well as installing virtualized profiles. The koan 114 can also be pushed out to systems automatically from the boot server. In some aspects, the koan client 114 is also written in Python code to accommodate a variety of operating systems, machine architectures, etc.
In exemplary aspects, the network 115 can include a number of the target machines 116. The target machines 116 can represent the particular machines to which software provisioning is directed. The target machines 116 can represent a wide variety of computing devices, such as personal computers, servers, laptop computers, personal mobile devices, and the like. In some aspects, the target machines 116 can represent distributed computing environments such as cloud computing environments. Although FIG. 1 shows several of the target machines 116, the provisioning environment 100 can be capable of managing a wide range environments, such as datacenters with thousands of machines or server pools with just a few machines. Additionally, the cobbler server 102 can be connected to multiple networks 115.
In exemplary aspects, the provisioning database 120 can serve as a data storage location for holding data used by the cobbler server 102. For example, as shown, the provisioning database 120 can comprise the distribution tree list 122 and the template list 124. The distribution tree list 122 can provide an inventory of the distributions 106 and 108 that are hosted or mirrored by the cobbler server 102. The template list 124 can provide an inventory of the templates 110 that are hosted by the cobbler server 102.
As noted above, the cobbler server 102 can manage provisioning using a hierarchical concept of distribution commands, profile commands, system commands, and repository commands. This framework enables the cobbler server 102 to abstract the differences between multiple provisioning types (installation, reinstallation, and virtualization) and allows installation of all three from a common platform. This hierarchy of commands also permits the cobbler server 102 to integrate software repositories 126 with the provisioning process, thus allowing systems to be configured as a mirror for software updates and third party content as well as distribution content.
Distributions can contain information about base operating system tasks, such as what kernel and initial ramdisk (“initrd”) are used in the provisioning, along with other information, such as required kernel parameters. Profiles associate one of the distributions 106 and 108 with a kickstart file and optionally customize it further, for example, using plugins 112. System commands associate a hostname, IP, or (machine access control) MAC with a distribution and optionally customize the profile further. Repositories contain update information, such as yum mirror information that the cobbler server 102 uses to mirror repository 104. The cobbler server 102 can also manage (generate) dynamic host configuration protocol (DHCP) configuration files using the templates 110.
In exemplary aspects, the cobbler server 102 can use a provisioning environment that is fully templated, allowing for kickstarts and PXE files to be customized by the user. The cobbler server 102 uses the concept of “profiles” as an intermediate step between the operating system and the installed system. A profile is a description of what a system does rather than the software to be installed. For instance, a profile might describe a virtual web server with X amount of RAM, Y amount of disk space, running a Linux distribution Z, and with an answer file W.
In exemplary aspects, the cobbler server 102 can provide a command line interface to configure a boot server in which it is installed. For example, the format of the cobbler server 102 commands can be generally in the format of cobbler command [subcommand][-arg1=][-arg2=]. Thus, a user can specify various aspects of software provisioning via a single interface, such as a command line interface or other known interface. Examples of exemplary cobbler commands can be found in U.S. patent application Ser. No. 11/763,315, U.S. Patent Application Publication No. 2008-0288938 and U.S. patent application Ser. No. 11/763,333, U.S. Patent Publication No. 2008-0288939, all assigned to Red Hat Corporation, the disclosures of which are incorporated herein, in their entirety, by reference.
According to exemplary aspects, a user can use various commands of the provisioning environment 100 to specify distributions and install trees hosted by the code repository 104, such as a distribution from the distributions 106 or 108. A user can add or import a distribution or import it from installation media or an external network location.
According to exemplary aspects, in order to import a distribution, the cobbler server 102 can auto-add distributions and profiles from remote sources, whether this is an installation media (such as a DVD), an NFS path, or an rsync mirror. When importing an rsync mirror, the cobbler server 102 can try to detect the distribution type and automatically assign kickstarts. By default in some embodiments, the cobbler server can provision by erasing the hard drive, setting up eth0 for DHCP, and using a default password. If this is undesirable, an administrator may edit the kickstart files in /etc./cobbler to do something else or change the kickstart setting after the cobbler server 102 creates the profile.
According to exemplary aspects, a user may map profiles to the distributions and map systems to the profiles using profile commands and systems commands of the provisioning environment 100. A profile associates a distribution to additional specialized options, such as a kickstart automation file. In the cobbler server 102, profiles are the unit of provisioning and at least one profile exists for every distribution to be provisioned. A profile might represent, for instance, a web server or desktop configuration.
According to exemplary aspects, a user can map systems to profiles using system commands. System commands can assign a piece of hardware with cobbler server 102 to a profile. Systems can be defined by hostname, Internet Protocol (IP) address, or machine access control (MAC) address. When available, use of the MAC address to assign systems can be preferred.
According to exemplary aspects, the user can map repositories and profiles using repository commands. Repository commands can address configurations and tasks related to updating the software, remote installation procedures, and optionally customizing the software. These repository commands can also specify mirroring of the provisioned software to remote servers. Repository mirroring can allow the cobbler server 102 to mirror not only the trees 106 and 108, but also optional packages, third party content, and updates. Mirroring can be useful for faster, more up-to-date installations and faster updates, or providing software on restricted networks. The cobbler server 102 can also include other administrative features, such as allowing the user to view their provisioning configuration or information tracking the status of a requested software installation.
According to exemplary aspects, a user can utilize commands to create a provisioning infrastructure from a distribution mirror. Then a default PXE configuration is created, so that by default, systems will PXE boot into a fully automated install process for that distribution. The distribution mirror can be a network rsync mirror or a mounted DVD location.
According to exemplary aspects, the administrator uses a local kernel and initrd file (already downloaded), and shows how profiles would be created using two different kickstarts—one for a web server configuration and one for a database server. Then, a machine can be assigned to each profile.
According to exemplary aspects, a repo mirror can be set up for two repositories, and create a profile that will auto install those repository configurations on provisioned systems using that profile.
According to exemplary aspects, in addition to normal provisioning, the cobbler server 102 can support yet another option, called “enchant”. Enchant takes a configuration that has already been defined and applies it to a remote system that might not have the remote helper program installed. Users can use this command to replace a server that is being repurposed, or when no PXE environment can be created. Thus, the enchant option allows the koan client 114 to be executed remotely from the cobbler server 102.
According to aspects, if the cobbler server 102 is configured to mirror certain repositories, the cobbler server 102 can then be used to associate profiles with those repositories. Systems installed under those profiles can be auto configured to use these repository mirrors in commands and, if supported, these repositories can be leveraged. This can be useful for a large install base, when fast installation and upgrades for systems are desired, or software not in a standard repository exists and provisioned systems desire to know about that repository.
According to exemplary aspects, the cobbler server 102 can also keep track of the status of kickstarting machines. For example, the “cobbler status” will show when the cobbler server 102 thinks a machine started kickstarting and when it last requested a file. This can be a desirable way to track machines that may have gone inactive during kickstarts. The cobbler server 102 can also make a special request in the post section of the kickstart to signal when a machine is finished kickstarting.
According to exemplary aspects, for certain commands, the cobbler server 102 will create new virtualized guests on a machine in accordance with orders from the cobbler server 102. Once finished, an administrator can use additional commands on the guest or other operations. The cobbler server 102 can automatically name domains based on their MAC addresses. For re-kickstarting, the cobbler server 102 can reprovision the system, deleting any current data and replacing it with the results of a network install.
According to exemplary aspects, the cobbler server 102 can configure boot methods for the provisioning requested by the user. For example, the cobbler server 102 can configure a PXE environment, such as a network card BIOS. Alternatively, the cobbler server 102 can compile and configure information for koan client 104. The cobbler server 102 can also optionally configure DHCP and DNS configuration information.
According to exemplary aspects, the cobbler server 102 can serve the request of the koan client 114. The koan client 114 can acknowledge the service of information of the cobbler server 102 and can then initiate installation of the software being provisioned. Additionally, the koan client 114 can either install the requested software, e.g., replace the existing operating system, or install a virtual machine.
FIG. 2 illustrates aspects of the provisioning environment 100 that allows software provisioning, according to embodiments. In embodiments as shown, the cobbler server 102 can be coupled to a network 115 and a provisioning database 120 to provide provisioning processes and other actions related to provisioning to target machines 205 and 210 in the network 115. While FIG. 2 illustrates one network 115 with exemplary components, one skilled in the art will realize that the cobbler server 102 can be coupled to multiple networks to provide provisioning processes and other actions related to provisioning.
As shown in FIG. 2, the network 115 can include a number of target machines 205 and 210. For example, the target machines 205 and 210 can include computing systems such as servers, personal computers, laptop computers, etc. In embodiments, the target machines 205 and 210 can include hardware typically found in conventional computing systems (processors, memory, video cards, network interface cards, storage devices, and the like). One skilled in the art will realize that network 115 can include any number of target machines 205 and 210.
In embodiments, the cobbler server 102 can be configured to provide provisioning processes for software distributions utilizing provisioning objects as described above. In the provisioning processes for software distributions, the cobbler server 102 can install one or more software distribution on a target machine 205 or 210 utilizing the provisioning objects such as profiles, templates, system records including the target machine information, etc., as described above.
In embodiments, the provisioning objects can include all the data required by the cobbler server 102 to perform the software provisioning processes, such as the process described above, supported by the cobbler server 102. For example, the provisioning objects can include software distributions; configuration templates (templates for generating configuration files, such as kickstart files); distribution profile information (mapping a distribution to profile; a configuration template or a configuration file, and additional preferences, such as kernel options, template variables, or virtual machine settings); target machine information (information representing the mapping of a physical piece of hardware, plus hardware specific customizations, to a profile that it should run); repos information (information representing external or internal software repositories stored on the cobbler server); images (such as distributions representing an undefined executable image (like “memtest”); a virtual machine to be cloned, or an ISO file for use in installing a virtual machine); and the like.
In embodiments, the cobbler server 102 can be configured to maintain an inventory record 215 for the target machines 205 and 210 served by the cobbler server 102. The inventory record 215 can be configured to include any information identifying and describing the target machines 205 and 210, and any information identifying and describing the software provisioning processes performed on the target machines 205 and 210. For example, the inventory record 215 can include information such as identification of the target machines 205 and 210 (e.g. MAC address), specification of the target machines 205 and 210 (e.g. hardware specification, network parameters, etc.), software provisioned to the target machines 205 and 210, provisioning objects associated with particular target machines 205 and 210, and the like. The cobbler server 102 can be configured to maintain the inventory record 215 in the provisioning database 120 or any other local or remote repository.
In embodiments, in addition to software provisioning, the cobbler server 102 can be configured to provide configuration management services to the network 115. The cobbler server 102 can perform the configuration management services in order to maintain consistency and reliability of the network 115. The configuration management services can include tracking the types and configurations of the target machines 205 and 210 and the types and configurations of the resources of the target machines 205 and 210 (hardware included in the target machines 205 and 210, software installed on the target machines 205 and 210, data maintained by the target machines 205 and 210, and the like). Additionally, the configuration management services can include managing, setting and altering the configurations of the target machines 205 and 210 and the configurations of the resources of the target machines 205 and 210.
In embodiments, the cobbler server 102 can be configured to include a configuration management engine 220. The configuration management engine 220 can be configured to perform the configuration management services for the network 115. The configuration management engine 220 can be implemented as a portion of the code for the cobbler server 102. Likewise, the configuration management engine 220 can be implemented as a separate software tool accessible by the cobbler server 102. The configuration management engine 220 can be written in a variety of programming languages, such as JAVA, C++, XML, Python code, or any type of open-source or proprietary programming language to accommodate a variety of operating systems, machine architectures, etc.
In embodiments, to perform the configuration management services, the configuration management engine 220 can be configured to employ a set 222 of management templates 225. Each management template 225 in the set 222 of management templates 225 can be associated with a management class. A management class can include a description of rules, profiles, data, files, or configurations that can be applied to the target machines 205 and 210. For instance, the management class can include rules, profiles, data, files, and/or configurations that make the target machines 205 and 210 perform a particular role or be configured in a certain manner. For example, a particular management class can describe rules, files, and/or configurations necessary to configure a “webserver” once it is installed. The management class can be configured to include rules, files, profiles, and/or configurations that describe other functions and operations of the target machines 205 and 210 such as resource configuration, service configuration, security configuration, and the like.
In embodiments, the configuration management engine 220 can be configured to utilize the management templates 225 in the set 222 in order to generate a management configuration file 230 for the target machines 205 and 210. Each management template 225 can be configured to generate a management configuration file 230 that will cause the target machines 205 and 210 to operate as defined by the associated management class. For example, the management template 225 can be configured to generate a management configuration file 230 that includes rules, profiles, data, files, or configurations of the associated management class and that is usable by the target machines 205 and 210. As such, the configuration management engine 220 can utilize the set 222 of management templates 225 to generate management configuration files 230, according to the management classes, in order to specify the operation of the target machines 205 and 210. The cobbler server 102 can be configured to maintain the set 222 of management templates 225 in the provisioning database 120 or any other local or remote repository.
In embodiments, to provide the configuration management services, the cobbler server 102 can associate a particular management template 225 from the set 222 with a particular provisioning object. For example, the cobbler server 102 can associate the profiles, templates, system records, etc. with different management templates 225. For example, the cobbler server 102 can associate the profile “webserver” with the management template 225 for the management class “webserver”. As such, the cobbler server 102 can be configured to utilize the configuration management engine 220 to generate configuration files 230 for any target machines 205 and 210 associated with the provisioning objects.
In embodiments, to generate the management configuration files for target machines 205 and 210, the cobbler server 102 can be configured to invoke the configuration management engine 220. The configuration management engine 220 can be configured to identify the particular management template 225 associated with the provisioning object or particular target machines 205 and 210 associated with the provisioning object and to retrieve the particular management template 225. Additionally, the configuration management engine 220 can retrieve the specifications of the particular target machines 205 and 210 from the inventory record 215. Once retrieved, the configuration management engine 220 can be configured to apply the retrieved specifications to the retrieved management template 225 to generate the management configuration files 230.
In embodiments, once generated, the cobbler server 102 can be configured to provide and apply the configuration files 230 to the target machines 205 and 210 in order to cause the target machines 205 and 210 to function according to the associated management class. The cobbler server 102 can provide and apply the configuration files 230 directly to the target machines 205 and 210 and/or utilize the koan client 114 to provide and apply the configuration files 230. Likewise the cobbler server 102 can be configured to store an identification of the management template 225 associated with the target machines 205 and 210 or provisioning object in the inventory record 215.
In embodiments, the cobbler server 102 can be configured to provide scripts, commands, and/or code in addition to the management configuration file 230. The scripts, commands, and/or code can be configured to instruct the target machines 205 and 210 to implement or execute the management configuration file 230. The scripts, commands, and/or code can be a part of the management configuration file 230 or separate from the management configuration file 230. For example, the configuration management file 230 can be an executable file containing instructions, such as a bash or Perl file, and the scripts, commands, and/or code can be configured to instruct the target machines 205 and 210 to store the management configuration file 230 in a specific location (e.g. directory) and execute the management configuration file 230 in order to implement the instructions contained in the management configuration file 230. The configuration management engine 220 can be configured to retrieve the scripts, commands, and/or code from the provisioning database 120 and/or generate the scripts, commands, and/or code according to the management configuration file 230 and the specifications of the target machines 205 and 210.
In embodiments, the cobbler server 102 can be configured to provide the configuration management services prior to, during, and after provisioning processes. For example, when a particular target machine 205 or 210 is provisioned according to a provisioning object, the cobbler server 102 can be configured to invoke the configuration management engine 220 in order to generate a management configuration file 230 for the particular target machine 205 or 210 according to the associated management template 225. Likewise, when the specific configuration of a management class or management template 225 is altered or updated, the cobbler server 102 can be configured to invoke the configuration management engine 220 to generate a new or updated configuration file 230 for the particular target machines 205 and 210 associated with the management template 225. As such, the cobbler server 102 can maintain consistency throughout the network 115 upon provisioning target machines 205 and 210 or when management templates 225 or classes are altered or updated.
In embodiments, for example, the cobbler server 102 can desire to provision the target machines 210 to function as web servers. The cobbler server 102 can associate a management template for a “webserver” from the set 222 of management templates 225 with a profile “webserver”. The management template “webserver” can be configured to generate a management configuration file that causes any target machine to function according to the settings and parameters of a web server. In this example, the cobbler server 102 can provision the target machines 210 according to the profile “webserver” and store an identification of the provisioned profile associated with the target machines 210 in the inventory record 215. The cobbler server 102 can then perform configuration management on the target machines 210 according to the management template “Webserver” associated with the profile “webserver”.
In this example, to perform configuration management services, the cobbler server 102 can invoke the configuration management engine 220. The configuration management engine 220 can identify and retrieve the management template “webserver” associated with the target machines 210 from the provisioning database 120. Likewise, if necessary, the configuration management engine 220 can retrieve the specification of the target machines 210 from the inventory record 215. The configuration management engine 220 can utilize the management template “webserver” and the specification of the target machines 210 in order to generate management configuration files 230 for the target machines 210. The cobbler server 102 can provide the generated management configuration files 230 to the target machines 210 directly or utilize a koan client to provide the management configuration files 230. The cobbler server 102 can also store a identification of the management template “webserver” as being associated with the profile “webserver” and target machines 210 in the inventory 215.
FIG. 3 illustrates an exemplary diagram of hardware and other resources that can be incorporated in a computing system 300 configured to communicate with the network 115, and execute the cobbler server 102 according to embodiments. In embodiments as shown, the computing system 300 can comprise a processor 302 communicating with memory 304, such as electronic random access memory, operating under control of or in conjunction with operating system 308. Operating system 308 can be, for example, a distribution of the LinuxTM operating system, the UnixTM operating system, or other open-source or proprietary operating system or platform. Processor 302 also communicates with the provisioning database 120, such as a database stored on a local hard drive. While illustrated as a local database in computing system 300, the provisioning database 120 can be separate from the computing system 300 and the cobbler server 102 can be configured to communicate with the remote provisioning database 120.
Processor 302 further communicates with network interface 306, such as an Ethernet or wireless data connection, which in turn communicates with one or more networks 115, such as the Internet or other public or private networks. Processor 302 also communicates with the provisioning database 120, and the cobbler server 102, to execute control logic and perform the provisioning processes and configuration management services, described above and below.
As illustrated, the cobbler server 102 can be implemented as a software application or program capable of being executed by a conventional computer platform. Likewise, the cobbler server 102 can also be implemented as a software module or program module capable of being incorporated in other software applications and programs. In either case, the cobbler server 102 can be implemented in any type of conventional proprietary or open-source computer language.
FIG. 4 illustrates a flow diagram for performing provisioning processes and configuration management services in the provisioning environment 100, according to embodiments of the present teachings. In 402, the process can begin. In 404, the cobbler server 102 can maintain a set 222 of management templates 225. For example, each management template 225 can be configured to generate a management configuration file 230 that will cause the target machines 205 and 210 to operate as defined by the associated management class.
In 406, the cobbler server 102 can associate the management templates 225 with provisioning objects. For example, the provisioning objects can include objects such as profiles, templates, system records including the target machine information, etc.
In 408, the cobbler server 102 can identify a particular provisioning object associated with a target machine 205 or 210. For example, the cobbler server 102 can examine the inventory record 215 to determine a provisioning object associated with the target machines 205 or 210.
In 410, the cobbler server 102 can generate a management configuration file 230 based on the management template 225 associated with the particular provisioning object and specification of the target machines 205 and 210. For example, the cobbler server 102 can invoke the configuration management engine 220. The configuration management engine 220 can identity the particular management template 225 associated with the provisioning object or particular target machines 205 and 210 associated with the provisioning object and retrieve the particular management template 225. Additionally, the configuration management engine 220 can retrieve the specifications of the particular target machines 205 and 210 from the inventory record 215. Once retrieved, the configuration management engine 220 can apply the retrieved specifications to the retrieved management template 225 to generate the management configuration files 230.
In 412, the cobbler server 102 can provide the management configuration file 230 to the target machines 205 and 210. For example, the cobbler server 102 can provide and apply the configuration files 230 directly to the target machines 205 and 210 and/or utilize the koan client 114 to provide and apply the configuration files 230.
In 414, the cobbler server 102 can generate and provide a new management configuration file 230 based on a change in the management template 225. For example, when the specific configuration of a management class or management template 225 is altered or updated, the cobbler server 102 can be configured to invoke the configuration management engine 220 to generate a new or updated configuration file 230 for the particular target machines 205 and 210 associated with the management template 225.
In 416, the process can end, but the process can return to any point and repeat.
While the invention has been described with reference to the exemplary embodiments thereof those skilled in the art will be able to make various modifications to the described embodiments without departing from the true spirit and scope. The terms and descriptions used herein are set forth by way of illustration only and are not meant as limitations. In particular, although the method has been described by examples, the steps of the method may be performed in a different order than illustrated or simultaneously. Furthermore, to the extent that the terms “including”, “includes”, “having”, “has”, “with”, or variants thereof are used in either the detailed description and the claims, such terms are intended to be inclusive in a manner similar to the term “comprising.” As used herein, the term “one or more of” with respect to a listing of items such as, for example, A and B, means A alone, B alone, or A and B. Those skilled in the art will recognize that these and other variations are possible within the spirit and scope as defined in the following claims and their equivalents.

## Claims

1. A method of provisioning comprising:
maintaining a management template, wherein the management template is associated with a provisioning object;
identifying a target machine that received a provisioning process based on the provisioning object;
generating, by a processor, a management configuration file based on the management template associated with the provisioning object, wherein the management configuration file enables the target machine to operate in a first role according to the management template; and
providing to the target machine, after the provisioning process, a change in the management template to initiate a reconfiguration wherein the change in the management template enables the target machine to operate in a second role according to the change in the management template.

2. The method of claim 1, the method further comprising providing the management configuration file to the target machine.

3. The method of claim 1, the method further comprising:
identifying a change in the management template;
generating a new management configuration file based on the change in the management template; and
providing the new management configuration file to the target machine.

4. The method of claim 1, wherein the management configuration file comprises a configuration for resources of the target machine.

5. The method of claim 1, wherein the provisioning object comprises at least one of a profile for the provisioning process, a template for the provisioning process, a software distribution record for the provisioning process, and a record for the at least one target machine.

6. The method of claim 1, the method further comprising:
providing the management configuration file to the target machine; and
providing instructions to the target machine for executing the management configuration file.

7. The method of claim 1, the method further comprising:
associating the management template with the provisioning object.

8. A system comprising:
a network interface to a network of target machines; and
a provisioning server, communicating with the network interface, the provisioning server to:
maintain a management template, wherein the management template is associated with a provisioning object;
identify a target machine in the network of target machines that received a provisioning process based on the provisioning object;
generate a management configuration file based on the management template associated with the provisioning object, wherein the management configuration file enables the identified target machine to operate in a first role according to the management template; and
providing to the target machine, after the provisioning process, a change in the management template to initiate a reconfiguration wherein the change in the management template enables the target machine to operate in a second role according to the change in the management template.

9. The system of claim 8, wherein the provisioning server provides the management configuration file to the target machine.

10. The system of claim 8, the provisioning server further to:
identify a change in the management template;
generate a new management configuration file based on the change in the management template; and
provide the new management configuration file to the target machine.

11. The system of claim 8, wherein the configuration file comprises a configuration for resources of the target machine.

12. The system of claim 8, wherein the provisioning object comprises at least one of a profile for the provisioning process, a template for the provisioning process, a software distribution record for the provisioning process, and a record for the at least one target machine.

13. The system of claim 8, the provisioning server further to:
provide the management configuration file to the target machine; and
provide instructions to the target machine for executing the management configuration file.

14. The system of claim 8, the provisioning server further to associate the management template with the provisioning object.

15. A non-transitory computer readable medium including instructions that, when executed by a processor, cause the processor to perform operations comprising:
maintaining a management template, wherein the management template is associated with a provisioning object;
identifying a target machine that received a provisioning processes based on the provisioning object;
generating, by a processor, a management configuration file based on the management template associated with the provisioning object, wherein the management configuration file enables the target machine to operate in a first role according to the management template; and
providing to the target machine, after the provisioning process, a change in the management template to initiate a reconfiguration wherein the change in the management template enables the target machine to operate in a second role according to the change in the management template.

16. The non-transitory computer readable medium of claim 15, the operations further comprising providing the management configuration file to the target machine.

17. The non-transitory computer readable medium of claim 15, the operations further comprising:
identifying a change in the management template;
generating a new management configuration file based on the change in the management template; and
providing the new management configuration file to the target machine.

18. The non-transitory computer readable medium of claim 15, wherein the management configuration file comprises a configuration for resources of the target machine.

19. The non-transitory computer readable medium of claim 15, wherein the provisioning object comprises at least one of a profile for the provisioning process, a template for the provisioning process, a software distribution record for the provisioning process, and a record for the target machine.

20. The non-transitory computer readable medium of claim 15, the operations further comprising:
providing the management configuration file to the target machine; and
providing instructions to the target machine for executing the management configuration file.

21. The provisioning application of claim 15, the operations further comprising:
associating the management template with the provisioning object.