Prepare an Appliance Using a USB

Overview

This procedure explains how to prepare a Tufin appliance for a TOS deployment using a USB thumb drive. After the operating system is installed, all existing data on the machine will be deleted.

The Tufin Appliance is delivered with TufinOS pre-installed, and TOS ready to be installed (according to the instructions in the Quick Start Guide). However, there may be circumstances in which you will later need to reinstall TufinOS and TOS.

Other Appliance Deployment Options

Prerequisites

General Requirements

  • This procedure must be performed by an experienced Linux administrator with knowledge of network configuration.

  • Make sure the TufinOS release you are going to install, supports your target TOS release - see TufinOS 4 Supported Upgrade Paths.

  • To ensure optimal performance and reliability, the required resources need to always be available for TOS. If resources become unavailable, this will affect TOS performance. Do not oversubscribe resources.

  • Verify that you have sufficient resources (CPUs, disk storage and main memory) to run TOS. The required resources are determined by the size of your system. See Sizing Calculation for a Clean Install.

  • IP tables version 1.8.5 and above. IP tables must be reserved exclusively for TOS Aurora and cannot be used for any other purpose. During installation, any existing IP tables configurations will be flushed and replaced.

  • The Virtual Machine Operating System guest family must be Linux, and the operating system guest version must be RHEL 8.x

Tufin Appliance Requirements

  • Check which appliance you have:

    [<ADMIN> ~]$ sudo su -
    [<ADMIN> ~]# dmidecode -t chassis | grep "Version:"
    Version: T800

  • Supported Tufin Appliances: T-820, T-1220, T-800, T-1200

    1. Reboot the appliance.

    2. When the BIOS POST starts, press F11.

    3. Change the boot order so that the USB option is listed first.

    4. Save your changes and exit BIOS.

  • Complete the preliminary set up described in the quick-start guides: T-820/T-1220, T-800 / T-1200

TufinOS Requirements

  • USB installations:

    For the TufinOS installation, only two USB devices should be connected to the appliance:

  • Serial console installations:

    If you are installing TufinOS on a gen 4 appliance via a serial cable connected to a PC, use the following settings:

    • Baud Rate: 57600

    • Data bits: 8

    • Stop bits: 1

    • Parity: None

    • Flow Control: None

    • Terminal type: VT100

Network Requirements

  • Tufin Orchestration Suite must only be installed in an appropriately secured network and physical location. Only authorized users should be granted access to TOS products and the operating system on the server.

  • You must allow access to required Ports and Services.

  • All TOS nodes need to be on the same subnet.

  • Network configurations for your interface must be set to manual IPv4 with gateway and DNS Servers set to the IPs used by your organization.

    The system will use a reverse DNS lookup (PTR record) to resolve the DNS IP addresses with the domain name during the TOS installation. Therefore you have to add these PTR records to the DNS server. If you do not, the TOS installation will fail.

  • Allocate a 24-bit CIDR subnet for the Kubernetes service network and a16-bit CIDR subnet for the Kubernetes pods network (10.244.0.0/16 is used by default).

    The pods and services networks must be inside the following private networks: 10.0.0.0/8, 172.16.0.0/12, 192.168.0.0/16. In addition, ensure that the dedicated CIDR for the service network and pods network don't overlap with each other, and:

    • The physical addresses of your TOS servers (see below)

    • Your primary VIP, Syslog VIP or external load balancer IP (see below)

    • Any other subnets communicating with TOS or with TOS nodes

  • If a proxy is configured on your system make sure this network is excluded.

  • You must have available the following dedicated IP addresses:

    • For on-premise deployments, a primary VIP that will serve as the external  IP address used to access TOS from your browser. The primary VIP will not be needed in the installation of the operating system, except in the final step - the installation command.
    • For cloud deployments, an external load balancer IP that will serve as the IP address used to access TOS from your browser. This IP will be needed when setting up the load balancer in your cloud vendor account. It is not needed in the TOS installation.
    • The physical network IP address of the first network interface used by the administrator for CLI commands. This is the IP address you will use in most steps of the procedure.

    • If additional nodes are subsequently added to the cluster, each node will require an additional dedicated physical network IP address.

    • Additional syslog VIPs can be allocated as needed.

    • The VIP, all node physical network IP addresses and all syslog VIPs must be on the first network interface.

    • Make sure your first physical interface is correctly configured and all other interfaces are not on the same network.

      To find the first network interface, run the following command:

      [<ADMIN> ~]$ sudo /opt/tufinos/scripts/network_interface_by_pci_order.sh | awk -F'=' '/NET_IFS\[0\]/ { print $NF }'
      sudo /opt/tufinos/scripts/network_interface_by_pci_order.sh | awk -F'=' '/NET_IFS\[0\]/ { print $NF }'

      Otherwise network errors such as connectivity failures and incorrect traffic routing might occur.

The Install Procedure

Before you proceed, read and understand Prerequisites - this may prevent unexpected failures.

Skip any steps that have already been done when following the quick-start guides:T-820/T-1220, T-800 / T-1200

Install TufinOS 4.50

    Before beginning check that there are no physical USB thumb drives connected to the appliance and that there is no virtual media attached to the appliance via a remote management module (iDRAC for Gen 4.5 and RMM for Gen 4).

  1. Insert the USB drive into the appliance and reboot the appliance.

    2. The TufinOS 4.50 installer launches.

  2. Select TufinOS 4.50 installation for TOS Aurora.

  3. Select one of the following options:

    • Install 4.50 via KVM

    • Install 4.50 via serial - The serial option is only relevant if you are connecting a serial cable to the appliance, and you have a serial console configured to connect to the appliance (see TufinOS Requirements).

  4. When prompted, select Yes.

  5. When the installation is complete, reboot the appliance.

  6. When the BIOS POST starts, remove the USB thumb drive with the TufinOS installation image.

  7. Once the device has rebooted, log in again as tufin-admin. The default admin user credentials are:

    • username:tufin-admin

    • password: admin

  8. The system requires that you change the password on the first login.

Set Up TufinOS 4.50

  1. If you want to reset the host name or IP of the machine, do so now. It cannot be done at a later stage. See Changing IP Address/Host Names.

  2. If you want to configure NIC bonding, do so now. It cannot be done at a later stage. See Link Redundancy on Tufin Appliances.

  3. Configure the server timezone.

    [<ADMIN> ~]$ sudo timedatectl set-timezone <timezone>
    sudo timedatectl set-timezone <timezone>

    where <timezone> is in the format Area/Location. Examples: America/Jamaica, Hongkong, GMT, Europe/Prague.

    To view a list of the time-zone formats that can be used, run:

    [<ADMIN> ~]$ sudo timedatectl list-timezones
    sudo timedatectl list-timezones
    Ukraine only. Since the change in timezone name from Kiev to Kyiv, not all software products have been adjusted. We therefore recommend avoiding these names and instead using an alternative city in the same timezone such as Europe/Tallinn.

  4. Synchronize your machine time with a trusted NTP server. Follow the steps in Configuring NTP Using Chrony. In an HA deployment, all servers need to be synchronized to the same time.

  5. Configure the IP address and DNS, where <Interface Name> is the name of the interface you are using (for example, ens32). If you have several network interfaces, configure the first one.

    Run the command: 

    [<ADMIN> ~]$ sudo /opt/tufinos/scripts/network_interface_by_pci_order.sh | awk -F'=' '/NET_IFS\[0\]/ { print $NF }'
    sudo /opt/tufinos/scripts/network_interface_by_pci_order.sh | awk -F'=' '/NET_IFS\[0\]/ { print $NF }'

  6. To assign a static IP address:

    1. Run the command: 

      2. [<ADMIN> ~]$ sudo nmtui edit <Interface Name>
      sudo nmtui edit <Interface Name>

      and set the following parameters in the window:

      • Set IPv4 CONFIGURATION to Manual
      • Set Addresses for the physical IP, together with the chosen subnet
      • Set Gateway and DNS Servers to the IPs used by your organization
    2. Restart the network service. 
      3. [<ADMIN> ~]$ sudo systemctl restart NetworkManager.service
      sudo systemctl restart NetworkManager.service

  7. Run:

    [<ADMIN> ~]$ sudo nslookup <DNS SERVER IP>
    sudo nslookup <DNS SERVER IP>

    If the name of the server appears, the DNS server can resolve its own address using a reverse lookup.

    Example Output

    [<ADMIN> ~]$ sudo nslookup  1.2.3.4
4.3.2.1.in-addr.arpa	name=EXAMPLE.company.com

    If the name of the server does not appear, set it using a reverse lookup entry at /etc/hosts.

    Example Output where 1.2.3.4 4.3.2.1.in-addr-arpa was added.

    [<ADMIN> ~]$ sudo cat /etc/hosts 
127.0.0.1 localhost localhost.localdomain localhost4 localhost4.localdomain4
::1 localhost6 localhost6.localdomain6
1.2.3.4 admin.company.com admin
2.3.4.5 5.4.3.2.in-addr-arpa