Divorce Your Linux Admin
========================
*Package Management For Lusers*
If you run Linux on your own machines, you're used to having ``root``
and doing what you jolly well like. But, if you've ever spent more
than about 10 minutes in a large coporate IT environment, you learn
pretty quickly that ``root`` is hard to get, it takes a ton of
paperwork to get anything done, and you usually have to wait forever.
I've actually had the experience of waiting for 6 weeks to get
permission to install a single symlink ... *and I had* ``root``!
There is a good reason for this, of course. Security threats are very
real, lawsuits are ominipresent, and the Geniuses In Charge (tm) are
writing regulation and audit compliance rules that make root canals
seem like fun. Information Security people may feel like they are the
IRS of the business, but they perform an important and necessary task:
Saying "No".
So ... is there a better way? Is there a way to eliminate the
requirement for ``root`` in most day-to-day things we need to do as
users and developers. Is there a way we can comply with the required
corporate security constraints, but still run our own happy show? The
answer is a qualified "Yes".
Some things do- and always will need ``root``: Managing devices,
storage, ulimits, and security configuration leap to mind. But, say,
all you want is a newer version of ``java`` on your servers. Or
suppose you want a package that isn't part of your standard OS load.
``vi`` is everywhere, but suppose you want to use ``emacs`` instead
(as you should).
You could, of course, download the source for the programs you want,
configure and compile them, and run them, say, out of your home
directory. Oops ... standard IT corporate security practice is to
never allow a compiler to exist on a production host. There are ways
around this, but it's fairly painful to have to do that for every
single package you may want. (If you don't think so, I encourage you
to try and bootstrap the ``gcc`` compiler chain from scratch. It's a
ton of fun. No, really, it is ...)
Wouldn't it be nice if we could implement package management in
userland in a way that is repeatable, can be automated, and gives us
control of our own universe without having to beg for ``root`` changes
or have to wait for the vendor to release a new version. Well,
Sparky, we have the techology to do just that.
It's worth mentioning that the approach outlined below is especially
handy with cloud and on-demand computing. It makes automating a
standard toolset deployment pretty simple. It's also actually handy
on your own machines when you *do* have ``root``. The less you use
superuser, the less chance you'll screw something up.
.. WARNING:: What follows has been implemented on an experimental
basis. It's been tested in only a very limited number of
systems but seems to work well. However, you should do
your own detailed testing before deploying this into a
production environment. Failure to do so may result in
broken systems, hallway snickering, hives, and being
transferred to your new development shop in Moose
Dropping Pass, Alaska.
MacOS Rescues Linux
-------------------
The approach we're going to describe got started in the Mac OSX world.
Back when Apple finally came to their senses, and switched their OS to
a Unix-base (FreeBSD 4.4), they only partly implemented the shell
tools everyone had come to know and love. The ``homebrew`` project
got spun up to allow any OSX user to install the command line
applications they knew from Unix. ``homebrew`` is essentially a
userland package management system which can be run and modified
without superuser power. Many of these packages (these days, perhaps
all, I haven't checked) actually download a pre-compiled version under
``/usr/local``.
This ended up being pretty popular with advanced Mac users. So much
so, that a derivative project, ``linuxbrew``, got spun up to take the
Mac stuff, but apply it to Linux. That is, give the Linux user
userland package management system. It too, has found success among
the Linux literati.
But ... there is a fly in the ointment. When I first undertook this
project, I thought I could just pick a directory on Linux machine and
use ``linuxbrew`` to install what I wanted. *No habla Senor Frog*.
Many Linux binaries are sensitive to where they are installed, where
they can find their supporting libraries and a host of other things.
So, if I install a binary with ``linuxbrew`` somewhere other than the
default ``/home/linuxbrew``, it's likely not going to work. But that
ability is exactly what I needed. Each different application, user,
or service ID should be free to install their desired tool set
wherever they wish.
"So", sez me, "I'll just use ``linuxbrew`` to automate the download,
configuration, compliation, and installation of all the packages."
i.e., "I'll automate the build from source." (That roaring laughing
you hear is coming from every Linux engineer who ever tried something
like this.)
I will spare you sensitive readers the subsequent cursing, whining,
begging, crying and caterwauling that ensued. Let's just say that
making a position-dependent package management system work in a
position-independent way is ... er, non-trivial. In fairness, it's
not the fault of the ``linuxbrew`` people. They were super supportive
and helpful with all this. It wasn't their code that was the problem
(mostly, I did find a minor bug or two which the ``linuxbrew`` folks
fixed at light speed). Most of the issues had to do with the packages
themselves having embedded assumptions about where they can find tools
during the compilation phase. That's right, the *source code and
configurations* have hardwired assumptions about where they would find
things like ``perl``.
At this point, the whole process had taken me a few dozen hours and
I was sufficiently enraged that I just *had* to figure out. As we'll
see shortly, I think I finally got there. But, in the mean time ...
.. Note:: If you write software, config files, makefiles, test cases,
or any part of the software delivery ecosystem *with
hardwired paths to things emebedded in them*, you are
officially a big bozo. Not the fun kind with a red nose and
big shoes either. The *only* hardwired path that's OK is
``/bin/sh`` on a shebang line. But if you do things like
this:
``#!/usr/bin/python``
You should be sent to work 1st level phone support on the
midnight shift in Somalia until you learn better. Grrrrrr.
This is the right way to do this is:
``#!/usr/bin/env python``
``env`` can reliably be found there and it will "discover"
where ``python`` happens to actually be installed on that
machine, so long as it is in ``$PATH`` somewhere. Similarly,
learn to use constructs like:
``DATE=$(which date)``
``DATE=${DATE:-/bin/date}``
In short, **NEVER make assumptions where things are**. Always
discover it at configuration time.
Preview Of Coming Attractions
-----------------------------
What I eventually discovered was that getting this to work required a
number of things:
1) Everything has to be built from source *in the directory location
being targeted*. The only exception is the ``brew`` program
itself, which is position agnostic. So, if I want to build
a tools tree under ``/my/fine/tools``, then I have to clone
``linuxbrew`` into that directory and do the build from there.
2) The initial build requires the OS compiler chain and related
development tools to bootstrap up a minimal ``linuxbrew``
environment capable of compiling everything else. You can do
this on your own machine (not recommended because you shouldn't
be fidding around as root there), but a better way is to do it in
a VM. In my case, I made it even simpler by doing everything in
``docker`` containers.
3) Once you have a bootstrapped ``linuxbrew`` environment running - i.e.,
One that has a functioning ``gcc`` and supporting tool chain - you
make a ``tar`` backup of it. You then untar that onto a machine that has
(almost) no native OS development tools on it and do the remainder
of the installations from there.
It's "almost" because of the aforementioned dain bramaged open
source packages hardwiring of paths. For example, you *have* to
have the OS copy of ``perl`` installed on your build machine.
Many open source packages just *insist* that ``perl`` is always
to be found under ``/usr/bin``. Other such system tool
dependencies are listed below.
4) When you're all done installing and configuring your
``linuxbrew`` environment, you just ``tar`` it off somewhere
safe. You can then untar it onto any other Linux machine (with
a reasonably similar kernel) so long as you do so at the *same
directory location under which it was built*.
This lends itself nicely to automated deploys via tools like
``tsshbatch`` or ``ansible``. You build a master tarball of your
"standard" tools tree and then use automated deployment to put it
everywhere.
Doing It The ``docker`` Way
---------------------------
Like I said, you can do this in a VM, but the step-by-step approach
below uses ``docker`` containers which are easy to setup and tear down
for testing. More importantly, you can install and remove native
system packages as you go without gumming up your host system. I've
used this approach extensively over the past several years for another
important reason: *I always have root on a container*. That makes it
trivial to do the required OS package management (installing- and
removing native compilers, for example).
In my test environment, the containers have a number of properties.
You don't have to do it this way, of course, but it makes things
a lot simpler if you do:
- They run sshd so I can log into them easily from the host
system.
- I have the ability to log in as an unprivileged user (``test``)
or as ``root``. ``test`` also has the ability to ``sudo`` to
superuser.
- They share a filesystem with the host so that I can read/write
files from any running container AND the files I do write
persist across container rebuilds.
- The containers get started with the ``--security-opt
seccomp=unconfined`` option. Building ``emacs`` revealed the
need for this. By default, ``docker`` starts containers with
restricted access to many of the host OS system calls. It does
so in order to keep the container isolated from its host
environment. But this badly broke the ``emacs`` build which had
fits because the way the OS was allocating memory. The fix is
to use the above argument to give the container full access to
all the system calls. You do *not* want to do this in normal
container operations. This is strictly for building things.
More information on this here:
https://pastebin.tundraware.com/view/e309f836
Let's Do This Already
---------------------
- The steps below should be done *in the order given*.
- Whenever it says, "create a new ``docker`` container", do so with
the ``--security-opt seccomp=unconfined`` option.
- This example assumes CentOS/RedHat7 docker images, so the native
package management commands are based on ``yum``.
- This example assumes that we want to build our tools tree under
``/opt/TundraWare/tools``. Feel free to use your own directory
location, but do so consistently throughout the process.
- Make sure the user doing all this has write access to your target
tools directory.
- This example assumes that ``/shared`` is common to both the host and
docker instances. It's where we'll preseve our tarballs and other
project artifacts across container rebuilds.
Procedure
+++++++++
.. Note:: If you're doing this behind a proxy, you may need to
configure things to get around man-in-the middle madness
introduced by many enterprise proxies. This is only for
the build phases, it is not needed to run the resulting
packages::
echo insecure >> ~/.curlrc
git config --global http.sslVerify false
First, we're going to create the bootstrap instance:
1) Create a new docker image. Log in as or become root on it.
Then::
yum -y groupinstall "Development Tools"
2) Now login or revert back to being an unprivileged user.
Then::
git clone https://github.com/Linuxbrew/brew.git /opt/TundraWare/tools
3) Do *not* include the tools directories we're about to build in ``$PATH``.
We only want to use system tools in this phase of the build.
4) Now, bootstrap the environment using the native OS compiler tools::
brew install gcc make
5) Tidy up::
brew config # Check the environment
brew prune # Tidy up from the bootstrap build
brew cleanup # Get rid of old build artifacts
brew doctor # Check to make sure things look OK
6) Save the result::
tar -czvf /shared/bootstrap-linuxbrew.tar.gz /opt/TundraWare/tools
Now we can build a freestanding instance of the tools tree without (almost) any
OS tools. The example below should be tuned for the packages you want:
1) Create a new docker image. Log in as or become root on it. Then install
the minimal set of tools required to accommodate the previously described
package build silliness::
yum -y install perl autoconf automake
*Make sure the native development tools are NOT otherwise installed in this instance.*
2) Install our bootstrap environment::
tar -xzvf /shared/bootstrap-linuxbrew.tar.gz -C /
3) Update the path to search our new tools tree for things first.
It's a good idea to also put this into ``.bashrc`` and then copy it
to ``/shared`` for future use::
export PATH="/opt/TundraWare/tools/bin:/opt/TundraWare/tools/sbin:$PATH"
4) Now we can start installing our desired packages. Note that
we are now using *the* ``linuxbrew`` *compiler chain*, NOT the
system tools. Notice also that we want to install our languages
before anything else, so that subsequent tools installations will use
these rather than the ones present in the OS::
brew install perl python
ln -s /opt/TundraWare/tools/bin/python2 /opt/TundraWare/tools/bin/python
ln -s /opt/TundraWare/tools/bin/pip2 /opt/TundraWare/tools/bin/pip
pip install ansible pew pew[pythonz] -U --ignore-installed
brew install emacs file-formula git htop joe nload nmap screen the_silver_searcher tree vim
... and so on.
5) Save the results::
tar -czvf /shared/full-linuxbrew.tar.gz /opt/TundraWare/tools
Deploying The Tools
+++++++++++++++++++
You should now be able to install and use this tool tree on a new
docker, VM, or physical Linux instance by doing this::
tar -xzvf /shared/full-linuxbrew.tar.gz -C /
export PATH="/opt/TundraWare/tools/bin:/opt/TundraWare/tools/sbin:$PATH"
If all you want to do is execute the binaries you've just installed,
that should be it.
If you also want to be able to install additional packages in the new
tools instance, you'll need to install system ``perl``, ``automake``,
etc. as described in the prior section.
This is not really a great idea, though. The better way is to keep a
master tools configuration on a build server, and add- or delete
content there as we've just seen. Then build tarballs for
distribution via ``tsshbatch`` or ``ansible``. If each tools instance
does its own upgrades, when you finally do release a new master
update, it's likely going to wipe or or conflict with the local
bespoke version.
Gotchas
-------
Here are a few things to keep in mind:
- Some packages are just broken and require surgery to get working.
As of this writing ``socat`` stubbornly refuses to go in via this
process, for example.
- When you bootstrap the system, you are building it with the OS'
own compilers and header files. If you later copy your work
to a machine with a wildly different older-, or new kernel you
may run into compatibility issues. The fix is to redo the above
on a host with the kernel version of interest.
Resources
---------
You'll find support for automating most of this work (via
a makefile) at:
https://gitbucket.tundraware.com/tundra/tools-builder
The main ``linuxbrew`` page is:
http://linuxbrew.sh
The related GitHub projects are here:
https://github.com/Linuxbrew
If you run into a problem building a package, run this command::
brew gist-log package-name
This produces a Github gist URL you can submit to the devs for help.
Author & Copyright
------------------
Tim Daneliuk, tundra@tundraware.com
**Divorce Your Linux Admin** is Copyright (c) 2017 TundraWare Inc.,
Des Plaines, IL 60018 USA
Permission for unlimited distribution and use of this document is
hereby given so long as this document is reproduced in full. This
document may also be quoted in any part so long as original attribution
is provided with the quoted material.
Document Information
--------------------
Revision: ``__REVISION__``
Produced On: ``__DATE__``
You can find the latest version of this document at:
http://www.tundraware.com/TechnicalNotes/Divorce-Your-Linux-Admin
A PDF version of the document may also be downloaded from:
http://www.tundraware.com/TechnicalNotes/Divorce-Your-Linux-Admin/Divorce-Your-Linux-Admin.pdf
This document was produced using ``reStucturedText`` and ``TeXLive``.
